WorkflowMax is an all-in-one job management and profitability platform for service-based businesses, covering quoting and estimating, job costing, time tracking, invoicing, and reporting. It also offers lead and client management, capacity planning, purchase orders, document management, and AI-powered expense extraction and reporting insights. The platform is aimed at professional services firms such as architects, engineers, consultants, and construction companies.
What it's for
Features 20
- AI expense extraction from receipts
- AI reporting insights
- Capacity planning
- Client relationship management (CRM)
- Custom fields and branded templates
- Custom reporting and dashboards
- Customisable invoicing (progress, time & cost, quoted, percentage)
- Document management
- Drag-and-drop scheduling
- Job costing and profitability reporting
- Job management and task tracking
- Lead management and sales pipeline tracking
- MCP Server for AI tool integration (Claude, ChatGPT)
- Mobile app for iOS and Android
- Purchase order management
- Quoting and estimating with quote variations
- Time tracking (multiple entry methods)
- Timesheet approvals and reminders
- WIP (work-in-progress) management
- Xero and QuickBooks integration
At a glance
Integrations
Complianceself-reported
Resources
Pricing
Prices are per user per month and also shown in AUD, GBP, NZD and CAD. No setup fees or upfront costs are stated.
Quarterly price $7.91/user (5% discount). Also priced in AUD, GBP, NZD, CAD.
3-25 Users
Quarterly price $14.25/user (5% discount). Also priced in AUD, GBP, NZD, CAD.
From 5 Users
Quarterly price $23.75/user (5% discount). Also priced in AUD, GBP, NZD, CAD.
From 10 Users
Save 5% when billed quarterly [raw type: other]
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