Workflowmax Certified Advisor

Workflowmax – Project Management

Speak with our Workflowmax Certified Advisor to find out how Workflowmax can streamline your business and save time and money on administration costs.

Job Tracking

Get maximum visibility on your jobs. Know who is working on what, when and how long it has taken.

Flexible time entry means there is a method of input to suit everyone. Use a stopwatch, a daily time sheet, a weekly time sheet, a desktop widget or a mobile device to input your time entries.

Custom Fields
Capture, view and report on your data how you want, by customising the fields to suit your needs.

Custom Workflowmax Templates
Change the colour palette, upload your own banner, use your own URL, and customise WorkflowMax to suit your brand.

Project Management
Graphical scheduling allows easy updating of job, task and milestone deadlines.

Quotes & Estimates
Create professional looking quotes that are linked to the job ensuring maximum transparency over actual versus budget.

Powerful billing makes generating invoices off actual time, estimated value, or fixed fees simple and easy.

Improve information sharing among the team and with your clients by sharing notes, and emails on a job.

Unlock the secrets of your business using both the powerful inbuilt reporting, and the report builder tool to create your

Purchase Orders
Track your orders easily, ensuring that everything purchased is both tied to a job and subsequently invoiced.

Lead Management
Track your leads, sales pipeline, and proposals in one place. Integration with job management ensures a seamless transition from the sales team to the production team and eventually to your accounting system.

Mobile Edition
Access your data anywhere you have an internet connection on any kind of mobile device.

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