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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.
Track and record all aspects of your jobs, from resources and time to costs and profitability. Experience seamless workflow management and gain valuable insights through reporting.
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. Define custom job states that match your business process such as 'Awaiting Brief', 'In Review', or 'Ready for Invoicing' and set up notifications that trigger when a job moves into a specific state. This automates handoffs between teams without building separate workflow tools.
WorkflowMAX connects every job to quoting, time tracking, costing, WIP, and invoicing in a single platform so job management decisions always have financial context. Generic project tools track tasks and deadlines but leave financial tracking to separate systems. Purpose-built job management means every task, timesheet entry, and cost drives your profitability picture in real time.
Yes. WorkflowMAX lets you set up a customisable @emailworkflowmax.com address for your organisation. Forward any email with the job number in the subject line, and the email and attachments are automatically filed against that job. Emails without a matching reference land in the Collaboration Manager inbox for manual assignment, so nothing is lost.
WorkflowMAX provides list, Kanban board, and Gantt-style schedule views for managing jobs and tasks. Kanban lets you visualise work by status and drag tasks between columns, while the schedule view shows task timelines and dependencies. Combined with filtering by job state, client, or assigned staff, you can tailor the view to how your team works.
Yes. All job data time, costs, documents, notes, invoices, and communication history is retained indefinitely. Completed and archived jobs remain fully accessible and searchable. For firms that need to reference past engagements for audits, disputes, or repeat work, your project history is always available.
Job templates let you pre-configure phases, tasks, costs, milestones, staff assignments, and estimated hours for job types you run repeatedly. When a new job is created from a template, the entire structure populates automatically saving setup time and ensuring consistency across engagements.
Yes. Custom notifications can be triggered when actual time reaches a percentage of the estimated hours for example, alerts at 75% and 100%. You choose the thresholds and the recipients, so the right people are warned before a task runs over budget.
Create internal jobs for non-billable activities leave, training, meetings, business development and have staff log time against them just like client work. This gives you a complete picture of where your payroll investment goes across the entire year, not just the billable portion. Reports can then show utilisation rates that account for all hours.
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