Short description
WorkflowMax has combined dozens of powerful business management tools into one centralized platform. Leads, quotes, timesheets, job costing, project management, purchase orders, invoicing and reporting can all be managed from within WorkflowMax.
Features
- See how sales staff are performing with lead manager
- Project management tools
- Sending invoices
- Generate quotes
- Job coasting
- Manage outgoings with purchase orders
- Timesheets and job management
- Business insights reports
- An end-to-end, fully integrated job management solution
- Lead manager (CRM)
- Quoting & estimating
- Client management
- Job tracking
- Project management
- Job costing
- Time tracking
- Document management
- Collaboration manager (clients & contractors)
- Client portal
- Purchase order
- Invoicing & billing
- Integration with Xero accounting software
- Custom reporting
- Integration with over 30 other products
- Staff scheduling
- 24/7 email support available
- Free online webinars & video tutorials
- Native iOS app & mobile site for Android
Discover the app
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