WorkflowMax

WorkflowMax

WorkflowMax is a comprehensive job management software designed for small and medium businesses. It allows creating estimates and quotes, scheduling jobs, tracking time and expenses, invoicing clients, and managing inventory and purchasing workflows.
WorkflowMax image
job-management scheduling time-tracking invoicing inventory purchasing

WorkflowMax: Comprehensive Job Management Software

WorkflowMax is a comprehensive job management software designed for small and medium businesses. It allows creating estimates and quotes, scheduling jobs, tracking time and expenses, invoicing clients, and managing inventory and purchasing workflows.

What is WorkflowMax?

WorkflowMax is a cloud-based job and project management software designed for small and medium sized businesses especially in construction, manufacturing, creative services, maintenance and field services industries. It provides a comprehensive solution to run operations with features for estimating and quoting, job scheduling, time tracking, inventory and purchase ordering, accounting integrations, customer relations management, reporting and more.

Key features of WorkflowMax include:

  • Estimating and quoting - Create customized estimates and quotes with branding and terms.
  • Job scheduling - Schedule jobs and dispatch resources with calendar views.
  • Time tracking - Track time and expenses for jobs to bill accurately.
  • Accounting integrations - Integrate with Xero, QuickBooks Online, Sage for seamless financial workflows.
  • Inventory and purchasing - Manage inventory stock levels, reorder points and simplify purchasing.
  • CRM and reporting - Maintain customer history and generate reports for business insights.
  • Mobile access - Access key workflows on-the-go with iOS and Android apps.

With its easy-to-use interface, comprehensive features and affordable pricing, WorkflowMax is a popular choice among small contracting, trade services, manufacturing and creative businesses looking for an end-to-end job and project management solution.

WorkflowMax Features

Features

  1. Project management
  2. Resource management
  3. Time tracking
  4. Invoicing
  5. Expense tracking
  6. Purchase orders
  7. Inventory management
  8. Reporting and analytics

Pricing

  • Subscription-Based

Pros

Intuitive interface

Comprehensive feature set

Mobile app available

Integrates with accounting software

Scales with business growth

Cons

Can be pricey for very small businesses

Steep learning curve

Limited customization options

Must pay for add-ons and integrations


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