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WorkflowMax

Name: WorkflowMax
Rating: 4.5 (2 reviews)

By WorkflowMax

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Highlights : About WorkflowMax

24/7 email support available

An end-to-end, fully integrated job management solution

Client management

Client portal

Collaboration manager (clients & contractors)

24/7 email support available

An end-to-end, fully integrated job management solution

Client management

Client portal

Collaboration manager (clients & contractors)

About WorkflowMax

WorkflowMax features tools to manage project execution, including the ability to integrate with several popular document management systems, such as Google Drive, Box and Dropbox. The timesheet functionality allows employees to work within their own timesheets online. The solution also offers integration with third-party payroll systems.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

24/7 email support available

An end-to-end, fully integrated job management solution

Client management

Client portal

Collaboration manager (clients & contractors)

Custom reporting

Document management

Free online webinars & video tutorials

Integration with Xero accounting software

Integration with over 30 other products

Invoicing & billing

Job costing

Job tracking

Lead manager (CRM)

Native iOS app & mobile site for Android

Project management

Purchase order

Quoting & estimating

Staff scheduling

Time tracking

24/7 email support available

An end-to-end, fully integrated job management solution

Client management

Client portal

Collaboration manager (clients & contractors)

Custom reporting

Document management

Free online webinars & video tutorials

Integration with Xero accounting software

Integration with over 30 other products

Invoicing & billing

Job costing

Job tracking

Lead manager (CRM)

Native iOS app & mobile site for Android

Project management

Purchase order

Quoting & estimating

Staff scheduling

Time tracking

Benefits

All-in-one software

Most tools do one or two things and usually don’t integrate with each other. WorkflowMax’s suite of tools work together seamlessly, letting you focus on getting stuff done, not on cobbling together different tools.

Leads, quotes, time tracking, job management, invoicing

WorkflowMax does it all. Enter your data once, and it follows you through the job right to the invoice stage.

Access anywhere, anytime

The power of the cloud means you use WorkflowMax when and where it suits you. Your staff can track time on the client's site, or you can keep an eye on how jobs are progressing from your boat.

WorkflowMax mobile app

Now it's even easier to manage your jobs on the go with the native iOS and Android apps. User-friendly and intuitive, you can use quick swipe gestures to work effortlessly from wherever you are.

Complete transparency & visibility

Because all the data is real-time - you can see where every job in your business is at, who is doing what, and when you can schedule in more work. Use this data to give more accurate quotes and keep clients informed of progress.

All-in-one software

Most tools do one or two things and usually don’t integrate with each other. WorkflowMax’s suite of tools work together seamlessly, letting you focus on getting stuff done, not on cobbling together different tools.

Leads, quotes, time tracking, job management, invoicing

WorkflowMax does it all. Enter your data once, and it follows you through the job right to the invoice stage.

Access anywhere, anytime

The power of the cloud means you use WorkflowMax when and where it suits you. Your staff can track time on the client's site, or you can keep an eye on how jobs are progressing from your boat.

WorkflowMax mobile app

Now it's even easier to manage your jobs on the go with the native iOS and Android apps. User-friendly and intuitive, you can use quick swipe gestures to work effortlessly from wherever you are.

Complete transparency & visibility

Because all the data is real-time - you can see where every job in your business is at, who is doing what, and when you can schedule in more work. Use this data to give more accurate quotes and keep clients informed of progress.

Features

Benefits

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