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WorkflowMax

WorkflowMax

WorkflowMax is a robust job management software that enhances business operations through streamlined project management, time tracking, and invoicing.

Location: New Zealand
Software Type: Web App
Categories:
AutomationBilling and InvoicingBusiness ManagementField Service ManagementLead ManagementProject ManagementQuotingSchedulingTask ManagementTime and Expense

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Description

WorkflowMax is a comprehensive job management software designed to streamline various aspects of business operations, specifically tailored for industries such as architecture, construction, consulting, and creative agencies.
The platform includes a wide array of functionalities:

  • Estimating and Quoting: Create accurate estimates for projects to improve client interactions and decision making.
  • Xero Integration: Seamlessly connect with Xero for accounting and financial management.
  • Customisation Options: Adapt the software according to specific business needs.
  • Time Tracking: Record time spent on tasks to enhance productivity and billing accuracy.
  • Document Management: Store and manage all project-related documents efficiently.
  • Reporting and Dashboards: Gain insights into business performance through customizable reports and dashboards.
  • Invoicing: Simplify the invoicing process with automated billing solutions.
  • Lead Management: Track and manage potential clients effectively.
WorkflowMax is suitable for various business sizes, from sole traders to large enterprises, providing resources like webinars, an academy, and a help center to support users while addressing the complexities of project management.

Features

Estimating and Quoting

Create accurate estimates to help manage client expectations and project budgets effectively.

Xero Integration

Integrate seamlessly with Xero for better financial management and reporting.

Time Tracking

Track time spent on tasks to improve billing accuracy and productivity.

Document Management

Store and organize project documents in one place for easy access and collaboration.

Reporting and Dashboards

Access customizable reports and dashboards to analyze business performance.

Invoicing

Automate invoicing to simplify billing and ensure timely payments.

Lead Management

Effectively manage leads from initial contact through to conversion.

Tags

job managementbusiness softwareproject trackingtime managementfinancial integration

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support