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WorkflowMAX – All-in-one job management software

WorkflowMAX is a Xero owned product that specialise in managing jobs from quote to invoice whilst allowing you to add time and costs. Designed to replace messy & inefficient spreadsheets to allow easy & accurate job management.


Online Workflow & Job Management

Workflow Max is a cloud-based online workflow and job management software designed to help businesses such as architects, engineers, building/construction, and manufacturing businesses manage their project workflows from start to finish. Workflow Max allows businesses to better manage resources and improve productivity by taking charge of their quotes, jobs, invoicing and reporting straight from the Workflow Max mobile platform, anywhere, anytime.

Workflow Max provides an all-in-one mobile job management platform where users can check useful information such as clients, leads, documents, job costings, scheduling, timesheets, task allocation and purchase orders all wrapped up in an intuitive interface that allows businesses to view profitability and generate reports from every single job logged through the Workflow Max system.

Xero + Workflow Max

Workflow Max also allows for seamless integration with Xero, enabling users to create invoices on Workflow Max based on tasks and associated job costs and send them directly to your Xero account with the same number on both platforms for easy identification. Purchase orders can also be pushed the same way, with necessary purchase orders for a job cost created as supplier invoices that can be paid on the Xero platform.

Here are a few more key features that are guaranteed to help you streamline your workflow for maximum efficiency and profitability:

  • Accurate timesheets: with six different ways for staff to log time, Workflow Max ensures that you have an accurate snapshot of how project time is spent doing what tasks
  • Collaboration features: e-mail correspondence can be stored on the Workflow Max platform against your jobs and staff, contractors, and even clients can be given login details so everyone involved is kept up to date on the current project status and timeline
  • Customisable layouts and content: create your own job states, categories, fields, print templates, financial reports and more

Power BI Reporting

Integrate WorkflowMax with Power BI to display customised dashboards and real-time reports relevant for your business. Power BI transforms your Workflow Max data – know your sales totals, chargeable hours for each employee, average rate per hour, and compare with past years.

With easy setup and robust functionality, Workflow Max is the best way to keep track of your workflow, budgets, overall costs, and profitability—a vital tool towards helping your business get where it’s going.

For more information on adding Workflow Max and Xero to your arsenal of business tools, contact ProAMS today.

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