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Manage all your jobs and projects with Xero’s WorkflowMax. Manage leads and clients, create quotes, track time, send invoices and tap into rich financial data reporting and insights. Maximise your business profitability, team productivity and performance – all in one place.

Overview

Maximise project profitability, improve project budgeting and gain critical insights into your business with Xero’s WorkflowMax. Loved by over 100,000 customers in professional services, engineering, building/construction and more. Together with Xero, WorkflowMax provides you powerful end to end business solution.

Explore all features of WorkflowMax
WorkflowMax
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WorkflowMax + Xero

WorkflowMax has a seamless integration with Xero. You can:

- Push sales invoices to Xero. When you create a sales invoice in WorkflowMax, it’s automatically pushed into Xero.
- Get payment confirmation back into WorkflowMax. Once an invoice has been reconciled in Xero, it’s marked off as paid in WorkflowMax, giving you an accurate picture of profitability on each job.
- Push WorkflowMax purchase order receipts into Xero as account payable. Raise purchase orders and receipt supplier invoices in WorkflowMax. Once receipted, the details are automatically pushed to Xero for payment of the invoice. Your job costing is complete, without you having to do a thing.

WorkflowMax also integrates with more than just Xero. Use WorkflowMax as the core of your business and integrate it with your accounting, payroll, customer support, CRM software and over 30 other world-class add-on apps.

Reviews & ratings

3.6 out of 5 stars
135 Reviews
5 star(48%)
4 star(16%)
3 star(7%)
2 star(10%)
1 star(19%)
LR
Leanne Rolton
Posted
2 out of 5 stars

Doesn't do what it promises

Also about to ditch it - very disappointing and feel that the marketing video's are misleading. After getting a consultant we're still no more advanced.
AG
Alex Gordon
Posted
1 out of 5 stars

Frustrating, and about to ditch it!

The way this system is going, I'm about to pull the pin. I have taken over a company, and can't transfer a lot of things from the previous company to the new company system because the export functions aren't there. For instance I can't export categories, templates, and other critical things that are going to allow continuity with my business. How hard is it to handle more than 500 records at a time when importing? Apart from splitting the files, copying the header row to every file and then painstakingly importing 13 files at a time, there is no other method.
JK
Josh Kleinig
Posted
2 out of 5 stars

Mobile App PO's

It is a real pain that a PO can not be raised against a job on the mobile app.

Additional info

Shared data

Xero
WorkflowMax
Accountsshared from Xero to WorkflowMax
Tracking Categoriesshared from Xero to WorkflowMax
Invoicesshared from Xero to WorkflowMax and from WorkflowMax to Xero
Currenciesshared from Xero to WorkflowMax
Credit Notesshared from Xero to WorkflowMax and from WorkflowMax to Xero
Contactsshared from Xero to WorkflowMax and from WorkflowMax to Xero

App details

By Xero
Added in 2009

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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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.