Everything we've shipped to make your jobs more profitable — from quoting to capacity, in real time.
Priya Shah, VP Product
Latest product update
WorkflowMAX Q2 is here: ask your job data anything with the new MCP AI Connector, get quotes signed off faster with eQuote, plus Leave Management and more.
MCP - Query your data in plain English.
Online Quote Acceptance - Quotes approved in-app, instantly.
Leave Management - Staff jobs around real availability.
Improvements we've rolled into WorkflowMAX recently.
MCP (Model Context Protocol) securely connects your WorkflowMAX data to AI assistants, so you can ask questions in plain language and get answers pulled straight from your live data.
Ask your job data anything, in plain English
Ask your live job and financial data anything, in plain language
Draft quotes and invoices inside the conversation
Nothing happens without your approval
eQuote lets clients review and accept your quote online all in WorkflowMAX. They open it, review it, approve it. No printing, no PDFs, no back-and-forth.
Send a quote, get it signed, without the back-and-forth
Get to "yes" faster with online accept or decline.
Keep scope clear using optional items.
Cut admin with everything in one place.
See who's available before you plan the work.
Availability, requests, and approvals in one place
Less admin, more time back
No more scheduling surprises
Faster approvals, happier staff
See what your pipeline is worth, at a glance.
Visual lead management
Add the fields your team needs to capture on every PO - like delivery date.
Capture info standard fields miss.
Cleaner, more consistent data.
Make it yours so WorkflowMAX works the way you do
Shift costs to where they should sit when something's been logged incorrectly.
Fix mis-allocated costs in seconds, without deleting and re-entering data.
Keep job profitability accurate by moving costs to where they actually belong.
A simple, guided process anyone on the team can follow.
Add your bills in WorkflowMAX without the need to create a purchase order. Add your invoice or receipt document to the bill, and when the bill is exported to your financial system, the document will be exported as well.
Get more on screen and resize columns to see what matters most.
See what matters, your way. Resize columns to fit more of the info you use most on screen, so the details you need are always front and centre.
Set up reusable templates for your most-used emails and custom print templates, plus customisable file naming for exported documents.
Customisable email templates and file naming
Consistent, on-brand emails every time
Documents auto-named for easy filing
Set defaults, override when needed
See every billable hour across your team — booked, available, at risk — on one live schedule.
Short, sharp, tips and tricks videos from our Customer Success team. Shortcuts, fixes and setups that save hours every week.
Liz T. - Global Head of Customer Experience
Liz Tobin & David Oliver
David Solley - Customer Success Manager
David. O - Head of Customer Experience
Every new feature, improvement and integration, delivered straight to your inbox so your team is always in the loop.