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: 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
- Project management
- Resource management
- Time tracking
- Invoicing
- Expense tracking
- Purchase orders
- Inventory management
- 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
Official Links
Reviews & Ratings
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