June 28, 2019
A simple project management solution with a strong set of core features
WorkflowMax is job management software that helps businesses track jobs, quotes, and invoicing in a central location. It also offers analytics tools to help users understand the trends in all of these areas, and to help managers make informed business decisions.
Available at a fair price plan and a design that functions well once users are past the learning curve, the software service comes with a solid feature set that should keep most businesses happy, and certainly beats any manual paperwork alternatives.
- Reasonable prices
- Interface could be more intuitive
- Integrates with Xero
What is WorkflowMax?
WorkflowMax is an end-to-end job management software solution, covering lead management and quoting as well as interoffice tasks such as timesheets, invoicing and other job management chores. First founded in 2007, it was acquired by the New Zealand-based online accounting software company Xero in 2012, and now includes an integration with Xero that allows users to import and export details and invoices to the service.
WorkflowMax users have noted a learning curve due to complex features and a less-than-intuitive interface, but these issues are easy to overlook thanks to the big benefit of upgrading to WorkflowMax: the time saved. Users who might otherwise spend hours on the paperwork needed to create invoices or sort through jobs will be able to accomplish these tasks in seconds. All the time saved by cutting out paperwork can go towards truly useful work, keeping clients happy while growing your company's revenues.
This guide takes a look at the core abilities WorkflowMax has to offer as a project management service before explaining how their pricing plans work and offering our final verdict on whether this software service is worth the cost.
In This Guide:
WorkflowMax Video Overview: Project Management Case Study
This video offers a practical look at the administration benefits that result from adopting WorkflowMax into your, well, workflow. It's a case study that looks at Georgina Wilson, a Sydney-based architect who runs her own practice with the help of a certain job management software. Check out the full two-minute video for a frank discussion of which WorkflowMax features proved the most useful for this particular business.
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