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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 lets you structure jobs with multiple phases, tasks, and milestones – so you can mirror how engineering projects actually run. Whether it's civil, structural, electrical, or mechanical, each discipline's scope, budget, and time are tracked within the same job. You get a single source of truth across the entire project rather than stitching together updates from separate spreadsheets or tools.
Yes. Your team can log time against specific jobs, phases, or tasks using timers, manual entry, or weekly timesheets. For engineers splitting their day across several projects – common in multi-discipline consultancies – this means every billable hour is captured accurately and attributed to the right job. Time tracking data flows directly into job costing and invoicing.
Build detailed quotes broken down by phase, discipline, or deliverable – with labour estimates, cost allowances, and margin calculations. Once accepted, your fee proposal data flows into the job automatically, pre-populating tasks and budgets. No re-keying, and your team can start tracking time against the approved scope immediately.
Yes. Real-time reporting shows where each project sits against its fee – hours spent, costs incurred, and budget remaining. You can drill into profitability by job, phase, client, or team member. For principals and project directors, this means WIP is visible as it accrues, not discovered at month-end when it's too late to course-correct.
WorkflowMAX supports the billing methods engineering firms actually use – time and materials, fixed fee, progress claims, percentage of quoted value, or milestone-based. Invoices pull directly from your job data, so every claim is backed by recorded time and costs. You can also invoice by phase, making it straightforward to bill for completed stages while work continues on others.
Yes. Bills and invoices sync directly into Xero or QuickBooks, eliminating double entry and keeping your financial data accurate. For engineering firms already running Xero, this is a native integration – not a third-party connector bolted on after the fact.
Yes. Assign tasks to internal staff and external subconsultants within the same job, and track their costs against the project budget with purchase orders. When subconsultant bills come in, they're matched to the PO and recorded as job costs automatically – giving you full visibility on external spend without manual reconciliation.
Reporting shows where your team's hours are going – across projects, clients, and disciplines. You can identify who's over-committed, who has availability, and where utilisation is falling short of targets. For firms that need to go deeper, capacity planning is available as an add-on to visually allocate resources and forecast availability across your team.
Yes. WorkflowMAX works on any browser and has native iOS and Android apps. Log time from a site visit, check job status between client meetings, or review project budgets from anywhere. Your data is always current, whether you're at your desk or in the field. Learn more about mobile access.
Yes. Start a 14-day free trial with full access to the platform – no credit card required. Test it with your real projects and data so you can evaluate how it fits your firm's workflows.
No credit-card required