WorkflowMAX

Streamline your entire workflow, from quote to invoice, with WorkflowMax, the ultimate cloud-based job management system designed for service-based businesses. Whether you’re managing multiple clients, complex projects, or large teams, WorkflowMax gives you total visibility and control in one intuitive platform.

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Simplify Every Step of Your Workflow

 

Instant Quotes
Create and send beautifully designed, fully branded quotes in minutes. With WorkflowMax, you can provide your customers with fast, accurate estimates that reflect the true cost of your services to help you win more business and build trust.

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Easy Job Management
Assign jobs, track progress, and stay on top of deadlines with ease. The job management dashboard shows you exactly who’s doing what and when, so you can manage timelines, resources, and profitability all in one place — no detective work required.

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Streamlined Invoicing
Invoice your way- hourly, fixed rate, or progress-based. With custom templates and bulk invoicing options, you can save hours of admin time and maintain consistent, professional branding. Every invoice is accurate, clear, and automatically synced with Xero.

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Actionable Reporting
Turn your data into decisions. WorkflowMax offers powerful, customizable reports to track performance, profit margins, client value, and staff productivity. Generate instant insights into what’s working and where you can improve... no spreadsheets required.

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Xero Owned & Integrated
Because WorkflowMax is built and owned by Xero, your accounting and job management work seamlessly together. Sales invoices and purchase orders flow automatically into Xero, giving you real-time financial visibility and accuracy across your business.