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The Advantage of Using WorkflowMax
Job Management
Allocate staff to tasks, give them a checklist of to-dos, and assign start and finish dates for every task on those jobs.
Lead Management
Easily track every step of your leads, proposals, and view sales team activities that drive new business development.
Document Management
Automate the process of storing emails and documents to facilitate team collaboration.
Quoting
Generate a quote using job templates and customize it however needed.
Time Tracking
Track employee time on projects from the daily or weekly timesheet with ease.
Xero Integration
Integrating with Xero can maximize your business performance.
Performance Report
Helps activities work smarter and gain insights into productivity, performance, workflow and profitability.
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Custom Fields
Can customize fields on quotes, invoices, reports and others as desired.
Job Costing and Profitability Report
Ease in understanding where profits are to be earned and potentially lost through the financial summary report.
Technology
Key Benefits
Streamlined Project Management
Project teams can organize tasks, time, and resources more effectively.
Scheduling and Task Assignment
Easily manage project schedules by setting deadlines and assigning tasks to team members.
Time and Cost Tracking
Track time spent by teams on projects and determine project costs more accurately.
WorkflowMax and Industry
Tech Startups
Time and Cost Monitoring
Track the time and cost spent on software development projects and manage the associated costs.
Software Development Project Management
Assist in software development project management with scheduling, resource allocation, and project progress tracking features.
Project Bidding and Estimating
Supports the rapid creation of project bids and estimates, providing flexibility in managing software development projects.
