WorkflowMax

We are a certified WorkflowMax advisor – WorkflowMax, a bolt-on to Xero, is an online job management software that empowers service businesses to manage jobs more easily. Many types of service businesses use WorkflowMax, including creative agencies, business consultants, engineers, building and construction companies, IT consultants, architects and many other small and medium size businesses and freelancers. If you are a service business that tracks time or raises sales invoices based on time or a business that needs to allocate costs to specific jobs and monitor job performance, then WorkflowMax may be suitable for you.

The Features of WorkflowMax

  • Xero Owned & Integrated - WorkflowMax offers the best integration with Xero Accounting of any available software.
  • Instant Quotes - Templates enable you to send professionally designed, branded, custom quotes within minutes.
  • Time Tracking made easy - Track time spent working on various jobs and tasks without requiring much effort from your staff.
  • Easy Job Management - Easily assign jobs, track timelines, and receive notifications when projects are running late with clever tools.
  • Streamlined Invoicing - Invoice based on hourly or flat rate. Save time and improve your cash flow with paperless and bulk invoicing.
  • Actionable Reporting - With all data in one place, you can see many standard performance reports at a glance - or build your own.
  • Accessible from anywhere - Enjoy the power of the cloud: Collaborate across offices or access and update your data from a client site.
  • Support provided by our WorkflowMax certified advisors or WorkflowMax direct
  • Low monthly pricing

The Benefits of WorkflowMax to You

  • Make money through higher levels of efficiency

  • Save time by updating on the go

  • Get peace of mind through being able to easily check your financial information

  • We can support you now and in the future – we can provide you with real time advice to support your business now and help you plan for the future

Interested in WorkflowMax?

As both a Xero and WorkflowMax certified advisor practice we can assist you with implementing both Xero and WorkflowMax including training.

Steve Mitchell web

Key Contact

Steve Mitchell
Partner

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+44 1224 625111

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