Pricing Type

Subscription

Price Range

From £15/mth

Job management made easy – without the high costs

If you're a service business or if you bill based on time, then WorkflowMax is likely right for you. From leads to quotes, to time-tracking, all the way to invoicing - WorkflowMax, our all-in-one, cloud based job management software is the modern and efficient way to run your business.

- WorkflowMax
WorkflowMax Product Video
b Features & Options of WorkflowMax

Customer Features:

  • Client Manager – View all your client information from one easy-to-navigate screen. Manage client collaboration and your relationships better and get more business.
  • Quoting – Send reliable and completely customisable estimates in a few easy clicks. Keep your prospects happy with speedy online quoting.
  • Lead Manager (optional module) – Track your leads, proposals and sales pipeline from one place. From the Sales Pipeline Management Dashboard you can compare the percentage of leads for every month and see how your sales team is performing.

Time & Money Saving Features:

  • Job Management – If you want to know the who, what, when, how and why, you can see it at a glance from the Job Management Screen.
  • Time Tracking – Employees take control of their own timesheets, and WorkflowMax does the rest.
  • Mobile App – With our iOS app and simplified mobile site, you can track time, manage projects and jobs, and contact clients anywhere in the world.

Organisational Features:

  • Job Costing – With the job order cost system, you can understand your profitability and learn whether you need to raise rates.
  • Purchase Orders – Manage outgoings and track purchase orders, accurately cost jobs, enter purchase order data once – automatically appears in Xero and WorkflowMax.
  • Document Management – Store, manage and share documents on WorkflowMax and through third party management tools like Box, Dropbox, or Google Drive.

Payment Features:

  • Reporting – With powerful online reporting, you can get detailed, actionable business insights at the click of a button.
  • Xero Integration – Owned by Xero, WorkflowMax offers the closest integration with Xero accounting of any available app. Enter information into one system and it pops through on the other – automagically.
  • Invoicing – Our flexible online invoicing software gives you total control. With WorkflowMax, you control every aspect of your invoice, from how it looks through to what information gets displayed.
WorkflowMax Pricing

Subscription Plans:

  • 1 User: £15/month.
  • 2-3 Users: £29/month.
  • 4-10 Users: £60/month.
  • 11-20 Users: £80/month.
  • 21-50 Users: £120/month.

Trial/Warranty: 14 day free trial.

Optional Upgrades:

  • Lead Manager CRM module: £15/month.
  • WorkflowMax Premium: from £50/month. The Premium version of WorkflowMax includes powerful additional features that are not available in the standard version – check WorkflowMax website for full details.
Integrations & Add-Ons

WorkflowMax is owned by, and naturally integrates with, Xero. In addition, over 30 apps and software integrate with WorkflowMax, providing extended features, efficiencies and capabilities.

  • Accounting: Xero, MYOB, MoneyWorks.
  • Staff Scheduling: Deputy, BetterScheduling.
  • Time Tracking: Adobe, Actual, Eon, Timeslice, Prod Timer, Time Doctor.
  • CRM Software: Salesforce, HubSpot, Exsalerate, FORMbasic.
  • Customer Support: Zendesk, Freshdesk.
  • Payroll: Numerous payroll services – check for UK compatibility.
  • Document Management: Dropbox, Box, Google Drive, SuiteFiles, Ferret Software.
  • Expense Tracking: Receipt Bank.
  • Financial Reporting: Spotlight Reporting.
Ratings Summary
(4.4/5 from 198 reviews)

The rating score is a weighted average of ratings from these respected sources.

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  • G2 Crowd: 2.5/5 from 3 user reviews