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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.
Don't settle for rigid job and job management software. Enjoy customisable features that help you personalise quotes, invoices, reports and more so you can run your business your way.
Users worldwide trust WorkflowMAX to track and manage their jobs.
WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.
Spend less time on admin work, more on valuable client work.
We moved back and the team actually loves using it—billing is faster and we can see margins live.
Principal, Surveying & Engineering Firm
It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.
Implementation Partner
Purpose-built for accountants, architects, engineers, and consultants – not retrofitted from generic project management software.
WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.
Still have questions?
Yes. Personalisation settings let individual users customise their dashboard layout, default views, and display preferences. At the organisation level, admins configure branding, notification rules, and user privileges. The platform adapts to how your firm works, not the other way around.
Customisation features job templates, custom fields, mandatory fields, notifications, and custom job states let you define how work flows through your business. Combined with user privileges that control who can do what, you create a standardised operating framework that new staff can follow from day one.
Yes. Custom print templates give you full control over the layout, branding, and content of client-facing documents. Design templates in Microsoft Word with merge fields that pull data directly from WorkflowMAX records. Multiple templates can be saved for different document types or client requirements.
Custom fields can be added to jobs, quotes, timesheets, clients, and other record types. They support text, number, date, dropdown, and checkbox formats, and can be set as mandatory. Custom fields on jobs and quotes populate into custom print templates as merge fields, so they flow into client-facing documents automatically.
Yes. Custom notifications can be configured to alert specific people when a job moves into any state you define such as 'Ready for Invoicing' or 'Awaiting Approval'. This automates handoffs between teams without manual communication.
Yes. Set up job categories for your business streams and map each to the appropriate account codes and Xero tracking categories or QuickBooks classes/locations. When you issue an invoice, the correct codes are applied automatically, giving you segmented P&L reporting without manual coding.
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