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Oceania, US West Coast & Asia Pacific
Australia · New Zealand · US West Coast · Western Canada · Singapore · India · Japan
Europe, US East Coast, Middle East & Africa
UK · Ireland · UAE · US East Coast · Eastern Canada · South Africa · 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’re not left to figure it out alone.
Join the community of experts scaling with WorkflowMAX.
Director at Engenera
"The big problem with Excel spreadsheets is it's not scalable. Implementing WorkflowMAX was painless and fast."
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."
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 gives you one place to manage every job from quote through to final invoice. Track tasks, deadlines, costs, and subcontractor coordination across all your active projects – whether you're running residential builds, commercial fit-outs, or maintenance work. No more chasing information across spreadsheets, emails, and paper folders.
Yes. WorkflowMAX has native iOS and Android apps so your crew can log time against jobs directly from site – using timers or manual entry. Time data flows straight into job costing and invoicing, so billable hours are captured as they happen rather than reconstructed at the end of the week. Learn more about mobile access.
Create and issue purchase orders directly within WorkflowMAX, linked to the relevant job. When bills come in, they're matched against the PO and recorded as job costs automatically. Multi-currency POs are also supported for businesses sourcing materials or services internationally. Every PO creates a history entry, giving you a full audit trail.
Yes. WorkflowMAX tracks labour, materials, subcontractor costs, and disbursements against each job as they're incurred – not after the fact. Real-time reporting shows you exactly where each job sits against budget, so you can spot cost blowouts early and protect your margins before it's too late.
WorkflowMAX supports multiple billing methods – time and materials, fixed price, progress claims, percentage of quoted value, or milestone-based. You choose what suits each job or client. Invoices pull directly from your job data, so every claim is backed by the actual time and costs recorded against the project.
Yes. Bills and invoices sync directly into Xero or QuickBooks, eliminating double entry and keeping your accounts accurate. For builders already running Xero – common across AU/NZ – this is a native integration, not a third-party add-on.
Yes. Assign tasks to internal staff, subcontractors, and external collaborators within the same job. Everyone has visibility on timelines and deliverables, so you can coordinate across trades without relying on phone calls and text messages to keep things on track.
Build detailed quotes with task breakdowns, material costs, labour estimates, and margin calculations. Once a quote is accepted, all the data flows into the job automatically – tasks, costs, and budgets are pre-populated so you're not re-entering the same information twice.
Yes. WorkflowMAX lets you attach documents, plans, photos, and files directly to each job. Integrate with Google Drive, SharePoint, or Dropbox for even more capacity. Everything stays linked to the job it belongs to, so your team can find what they need without digging through shared drives or email threads.
Yes. Start a 14-day free trial with full access to the platform – no credit card required. Test it with your real jobs and data so you can see how it fits your business before you commit.
No credit-card required