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WorkflowMax

By WorkflowMax
2.88 out of 5 stars
Free 14 day trial available
Get this app
Special offer: 50% off for 6 months when you sign up by 31 July 2025. Take control with WorkflowMax, the all-in-one job management solution for Xero users. Save time, cut admin, boost performance and increase profits with rich features and an intuitive experience that puts you in control.
Rated
2.9
out of 5
Reviewed by
113
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
September 2023

Overview

Introducing WorkflowMax. The all-in-one job & project management software for professional services. It's easy to use, connects with all your favourite apps, and most importantly, gives you time back to focus on the things you love most whilst boosting profitability.

We’re on a mission to make job management easier for businesses everywhere. For over 15 years, WorkflowMax has been helping businesses take control by providing a simple, all-in-one platform to manage quoting, scheduling, time tracking, invoicing, and reporting.

Job management shouldn't mean wrestling with spreadsheets or juggling tools. It should streamline decision-making, save time, and let you focus on what matters most - delivering great projects and growing your business.

Supported by a passionate team and substantial investment, our solution is full of innovative features to help your business thrive. Our goal is simple: make job management easier, so you can concentrate on what truly drives your business forward.

What you'll love about WorkflowMax

Similar features you trust with no hidden costs

Enjoy a familiar set of tools with an upgraded and intuitive user experience and the same cost-effective pricing plans.

Comprehensive job management, all-in-one place

  • Manage leads - forecast your sales pipeline effortlessly.
  • Quotes and estimates - create accurate quotes in minutes.
  • Jobs and scheduling - organise projects and assign resources easily.
  • Time tracking - track time with six simple methods.
  • Cost management - monitor job costs to stay profitable.
  • Invoicing - simplify your billing process to save time and get paid faster.
  • Reporting - gain insights into productivity, profitability, and business performance.

Integrate with your favourite tools

  • Xero: Seamless invoicing and expense tracking.
  • Airwallex: Faster, low-cost payments.
  • HubSpot: Sync leads and deals.
  • SuiteFiles: Manage documents with ease.
  • EzzyBills: Automate bills and receipts.
  • Google Drive, Box, Dropbox: Sync your documents.
  • PlanRight: Drag-and-drop scheduling.
  • Dashboard Insights: Smarter business reporting.
  • Zapier coming soon:

Ideal for service-based businesses

Perfect for industries like engineering, architecture, consulting, creative agencies, landscaping, residential building, and many more beyond. We have 80+ industries using the software.

Enjoy better business insights and a community of experts

Gain greater visibility into productivity, profitability, and overall performance. Access a vibrant community of advisors and implementation partners to guide you.

Built with best-in-class technology

Developed from scratch on state-of-the-art cloud infrastructure by Amazon Web Services (AWS).

Top-tier security standards

Your important data is safeguarded with Xero-level security compliance.

WorkflowMax
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WorkflowMax + Xero

Integrate WorkflowMax with Xero for seamless business operations. Synchronize client, supplier and financial data, streamline invoicing, bills and costs, and gain real-time insights into job costing and profitability. Track time, manage projects, and invoice clients directly from WorkflowMax with a personalised touch. Enhance team collaboration and decision-making with comprehensive reporting and analysis features.

Reviews & ratings

2.9 out of 5 stars
113 Reviews

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Most recent reviews

TH
Tracey Hewitt
Posted 18 Jul 2025
5 out of 5 stars

Great Software

WFM is straight forward to use & integrates well with xero, support are quick to resolve any issues. I would highly recommend
SL
Soloman Lumb
Posted 16 Jul 2025
5 out of 5 stars

Easy & Simple to use

WFM is realy easy to use and very simple for every department. If you have a query or need some help they are quick to get this resolved asap. Definitely recommend!!!

Response from WorkflowMax

Thanks for the fantastic review! We're so pleased to hear that WorkflowMax is making things simple across every department. And it's great to know our support team has your back when you need it. Really appreciate the recommendation!
BW
Belinda Waddington
Posted 16 Jul 2025
5 out of 5 stars

New to WorkflowMax - 2 months in

I have trialled a ridiculous amount of project / job management apps over the last year or so, & WFM is the best I could find to suit our needs. It might not fit our full requirements, but it sure is close to it. WFM has many features that we simply just don't use. We have been using WFM for just on 2 months now. Our team love it compared to a clunky spreadsheet. We don't track time, so is super quick & easy for us to use.

Response from WorkflowMax

Thanks for the super thoughtful review! It’s great to hear that after testing so many options, WorkflowMax is the best fit for your team. Even if it’s not a perfect match, we’re glad it’s streamlined things compared to spreadsheets — and that your team is enjoying the simplicity. We’ll keep working to get even closer to what you need

Additional info

Shared data

Xero
WorkflowMax
Invoicesshared from Xero to WorkflowMax and from WorkflowMax to Xero
Contactsshared from Xero to WorkflowMax and from WorkflowMax to Xero
Accountsshared from Xero to WorkflowMax
Tracking Categoriesshared from Xero to WorkflowMax
Tax Ratesshared from Xero to WorkflowMax and from WorkflowMax to Xero
Receiptsshared from Xero to WorkflowMax and from WorkflowMax to Xero
Paymentsshared from Xero to WorkflowMax
Employeesshared from Xero to WorkflowMax
Currenciesshared from Xero to WorkflowMax
Credit Notesshared from Xero to WorkflowMax

Functions

Invoicing and jobsTime tracking

Industries

Professional servicesProperty and realtyConstruction and trades

App details

By WorkflowMax
Added in 2023

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@workflowmax.com

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.