Workflow Max - End-to-end job management software for professional services

Are you a service business? Are you spending too many hours dealing with quotes, time tracking, invoicing and other workflow tasks? Workflow Max is a cloud-based software solution that could help you significantly reduce these admin hours, while also boosting your bottom line – and can help you determine whether it’s the right fit for your business.

Workflow Max takes care of everything you need to manage your business workflow in a single integrated platform. It’s ideal for small to medium-sized professional service businesses, such as architects, engineers and construction industries, creative agencies and business consultants – or anyone who needs to track and bill for their time.

Workflow Max allows you to:

  • keep track of your leads, sales pipeline and proposals
  • create and send custom quotes
  • monitor team productivity
  • accurately capture billable time
  • assign jobs and track timelines
  • collaborate on jobs with your team and clients
  • easily convert timesheets to invoices
  • access actionable business insights through reporting
  • customise your system with a huge range of software add-ons, including Xero

We'll help you get the most our of Workflow Max

Getting the most out of Workflow Max requires the right set-up, customised to your processes and workflows, as well as a comprehensive understanding of how you and your team can best use the software features for your business. As Workflow Max Certified Advisors, can assist you in the set-up and implementation of Workflow Max in your business. With our extensive experience assisting professional services businesses manage their business and accounts, we can also help you create customised reports for extracting critical business insights to drive your business growth.

As Workflow Max users ourselves, we’ve seen firsthand how this software can streamline operations, saving time and therefore money for our business. We’d love to help you achieve the same for your business.

Watch this short video to discover more on the top 6 reasons service businesses choose WorkflowMax:

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