WorkflowMax

New Zealand HQFounded 2007

Deployment

Web-basediPhone/iPadAndroidWindowsMac

Best for

SmallMediumLarge

Overview

About WorkflowMax

WorkflowMax is job management software built for small-medium size service businesses. From tracking jobs and managing timesheets and documents to sending invoices and purchase order requests, WorkflowMax provides an end-to-end workflow management solution in one centralized platform. WorkflowMax integrates with dozens of workflow tools, including Xero accounting software. Perfect for engineers, architects, creative agencies, IT services, business consultants - anyone who needs to track and bill for their time.

At a glance

Software information

Industries served, licensing and the support WorkflowMax provides.

Industries

  • Banking
  • Education-management
  • Financial-services
  • Hospital-health-care
  • Human-resources

Licensing

  • Proprietary
  • Monthly Payment
  • Free trial

Support

  • Email
  • 24x7 Support

Training

  • Help Guides
  • Video Guides
  • Blogs
  • On-Site Training

Knowledge Base

  • Help Guides
  • Video
  • Blog
  • On-Site Training
Languages (1)
English

Review analytics

What customers report

3.0
Based on 1 verified review

What users say

Review Analytics of WorkflowMax

Every review is verified through Goodfirms before it's published.

3.01 Verified Review
Detailed Reviews of WorkflowMax
Sort ByWrite a Review
Tom Parker, Directror of Strategic Growth at Dilate DigitalVerified Review
Posted on Oct 14, 2019

“Average review”

Overall rating3.0

I've used and recommended a number of job management solutions in my years as a business advisor of Dilate Digital company. Each has their pro's and con's and really you only get out of them what you put in. By that, I mean a piece of software is only as good as the systems and procedures that utilize them. Workflow Max has more power and integrates with timesheets so good for more professional services who require the ability to track time and billing. Whilst it has more features the user experience is not good, being quite a busy screen.

Capabilities

WorkflowMax features

The full feature set, grouped by module.

Workflow Management Software

  • Access Controls
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Custom Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Notifications & Reminders
  • Task Management
  • Workflow Configuration

Project Management Software

  • Alerts/Notifications
  • Collaboration
  • Document Management
  • Dashboard
  • Expense Tracking
  • Idea Management
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Resource Management
  • Task Management
  • Workflow Management

Time Tracking Software

  • Alerts/Notifications
  • Billable Hours
  • Employee Database
  • Multiple Billing Rates
  • Offline Time Tracking
  • Reports & Analysis
  • Timesheet Management

Job Costing Software

  • Cost Tracking
  • Invoice Management
  • Project Management
  • Purchase Order Management
  • Quotes/Estimates
  • Task Management
  • Time Tracking
  • Work Order Management

Plans

WorkflowMax pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment
Preferred Currency
USD ($)
Free Trial
14 Days
Standard$45 / month

Media

Screenshots & video

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