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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.
We understand the importance of staying on top of your projects and jobs. That’s why we’re thrilled to introduce our scheduling feature, designed to help you work smarter and keep track of everything in one place
And as for what's next? Even if GB-A were to double in size over the coming years, WorkflowMAX is built to scale right alongside them.
“When team members join us here at Guymer Bailey, it’s really quick for people to get on board with WorkflowMAX and understand initially the basic functions and then go across all the details that it allows us to achieve.”
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
Users worldwide trust WorkflowMAX to track and manage their jobs.
It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.
Implementation Partner
Still have questions?
WorkflowMAX scheduling gives you a visual Gantt chart view of every job, task, and milestone – so you can see exactly where each project stands at a glance. You can drag and drop to adjust timelines, reassign tasks, and shift entire phases without jumping between screens. Real-time updates mean everyone – from project managers to principals – is working from the same schedule. It's purpose-built for professional services workflows, not retrofitted from generic project management tools.
Yes. You can drag and drop individual tasks, milestones, or entire project phases to new dates directly on the Gantt chart. When you move a phase, all tasks and milestones within it shift automatically – no need to update each one individually. This makes it fast to respond to scope changes, client delays, or resource conflicts without rebuilding your schedule from scratch.
Firms running multi-phase projects – concept, schematic design, documentation, construction administration – can define each phase in WorkflowMAX and schedule tasks and milestones against them individually. The Gantt view shows how phases overlap or run sequentially, and you can track progress against fee proposals at each stage. When a phase slips, you see the downstream impact immediately rather than discovering it at invoice time.
Scheduling focuses on when work happens – mapping tasks, milestones, and deadlines across a project timeline using the Gantt chart. Capacity planning focuses on who does the work – visualising each team member's workload, availability, and utilisation across all their jobs. WorkflowMAX offers both: scheduling to keep projects on track, and capacity planning to ensure you're not over-committing or under-utilising your team. Together, they connect your project plan directly to resource reality.
Yes. You can customise which columns are displayed on the scheduling page to surface the information that matters most to your workflow – whether that's assigned staff, job status, deadlines, or task progress. Combined with the ability to view schedules by job or by team member, you can switch between a project-centric and a people-centric view depending on what you're managing at that moment.
Agencies typically run multiple campaigns with overlapping deadlines and shared team members. WorkflowMAX scheduling lets you visualise all active jobs on a single Gantt chart, spot clashes before they become crises, and reassign tasks with a drag and drop. Because scheduling is connected to time tracking and job costing, you can see not just when work is due but whether the hours being spent align with what was quoted – critical for protecting margins on retainer and fixed-fee work.
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