馃搱 New report: 2026 State of Job Profitability for service firms. Download free ->
Oceania, US West Coast & Asia Pacific
Australia 路 New Zealand 路 US West Coast 路 Western Canada 路 Singapore 路 India 路 Japan
Europe, US East Coast, Middle East & Africa
UK 路 Ireland 路 UAE 路 US East Coast 路 Eastern Canada 路 South Africa 路 Central & South America
Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.
Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.
Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.
Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.
Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.
EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.
No more with cookie-cutter advice, our team has all worked hands-on with service businesses, understands their issues, and can offer honest, strategic advice. - And when you decide to move forward? You鈥檙e not left to figure it out alone.
Join the community of experts scaling with WorkflowMAX.
Director of Guymer Bailey Architects
"The data within WorkflowMAX helps me as the owner manage the profitability of projects from start to finish."
Founder of Holistic Nursing Solutions
"Life before WorkflowMAX was very labour intensive. Now I can easily see the full job lifecycle."
Director at Engenera
"The big problem with Excel spreadsheets is it's not scalable. Implementing WorkflowMAX was painless and fast."
Brand and Marketing Director of BlueRock Digital
"We needed a system that is able to work in real time, share visibility to decision makers so we can make those decisions really quickly. WorkflowMAX makes it really easy to do that."
Director of Your HR System
"With WorkflowMAX, we've been able to have real-time data, so that we get a great picture on profit and understanding what our profit is."
Still have questions?
WorkflowMax helps you stay in control from concept to completion. Manage jobs, track progress, and coordinate staff, clients, and subcontractors, all in one platform. It鈥檚 the structure you need, without the stress that usually comes with it.
Absolutely. Build detailed, custom-branded quotes and estimates that reflect your firm鈥檚 process and precision. Every number flows automatically into your jobs and invoices, so there鈥檚 no double handling and no surprises later.
You鈥檙e in charge. Choose to invoice by progress, quoted amount , or actual time and costs whatever suits your client, contract, or stage of delivery best.
Yes. Real-time reporting shows exactly where time and money are going, which projects are performing well, and where margins are slipping so you can make smarter calls with confidence.
Yes, it integrates with Xero and QuickBooks. Purchase orders and invoices flow directly into your accounts, cutting down manual entry and keeping financials accurate.
Yes. You can manage jobs, track time, and access documents from anywhere; via native iOS and Android apps, or through any web browser on iPad or desktop. Whether you鈥檙e in a client meeting, on site, or on the move, WorkflowMax keeps your projects within reach. Learn more about mobile access .
Definitely. Create workflow stages, fields, and automated notifications that fit how your practice operates, not the other way around.
You can generate invoices based on progress amounts, actual time and cost, quoted time and cost, offering flexibility to invoice in the way that suits your firm.
Yes. Coordinate work with internal teams, councils, engineers, designers, and contractors; all in one place, with shared visibility on timelines and deliverables.
Pricing depends on your plan.
Yes, there is a 14-day free trial so you can test whether it meets your needs.
By automating quotes , invoices , and purchase orders , integrating with accounting tools, and giving you mobile access to everything, WorkflowMax clears the admin clutter so you can focus on the design work that matters.
No credit-card required