📈 New report: 2026 State of Job Profitability for service firms. Download free ->
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.
Configure once, deliver forever. Your team gets the insights they need straight to their inbox, without you lifting a finger.
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?
You can schedule any WorkflowMAX report with your preferred filters applied, including job reports, timesheet reports, and profitability reports.
Currently, scheduled reports can only be sent to internal team members and staff within your WorkflowMAX account. External recipient support is planned for a future update.
Reports are currently delivered as CSV files, which can be opened in Excel, Google Sheets, or any spreadsheet application.
For security purposes, download links expire after three days. Recipients should download their reports within this timeframe.
Yes. You can edit schedules, add or remove recipients, or disable any scheduled report at any time from the centralised management view.
Scheduled Reporting is available for Advanced plan subscribers. Contact our support team to enable the feature, or start your free 14-day trial to test it out.
No credit-card required