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WorkflowMax

All-In-One Project & Job Management Software·workflowmax.com

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

Sending quotes, estimates and budgets to clientsTracking leads and sales pipelineManaging jobs, tasks and staff allocationTracking billable time across a teamManaging unbilled work-in-progress (WIP)Creating and sending customised invoicesManaging purchase orders and job costsCapacity planning across a teamReporting on job profitability and business performanceManaging project documents

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

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Forservice-based businesses, professional services firms, accountants, architects, engineers and designers, business consultants, creative agencies, building and construction firms

Integrations

XeroQuickBooksAirwallexMicrosoft SharePointMicrosoft OutlookGoogle DriveGoogle CalendarHubSpotDropboxSuiteFilesBoxEzzyBillsZapierClaudeChatGPT

Complianceself-reported

GDPRSOC 1SOC 2SOC 3ISO 27001ISO 27017ISO 27018PCI DSS

Resources

Docs

Pricing

Prices are per user per month and also shown in AUD, GBP, NZD and CAD. No setup fees or upfront costs are stated.

Essentials$8.33/user/mo

Quarterly price $7.91/user (5% discount). Also priced in AUD, GBP, NZD, CAD.

3-25 Users

Pro$15/user/mo

Quarterly price $14.25/user (5% discount). Also priced in AUD, GBP, NZD, CAD.

From 5 Users

Advanced$25/user/mo

Quarterly price $23.75/user (5% discount). Also priced in AUD, GBP, NZD, CAD.

From 10 Users

Save 10% when billed annually