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WorkflowMax

By WorkflowMax
2.78 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 new features, smart pricing and an upgraded interface.
Rated
2.8
out of 5
Reviewed by
108
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
September 2023

Overview

Introducing WorkflowMax. The newest cloud-based professional services and construction job management software on the market. 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.

We’re on a mission to make job management easier for businesses everywhere. For over 13 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 roadmap features innovative updates 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 over 80 different 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.

Rebuilt 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. Sync client and financial data, streamline invoicing, and gain real-time insights into job costing and profitability. Track time, manage projects, and invoice clients directly from WorkflowMax. Enhance team collaboration and decision-making with comprehensive reporting and analysis features.

Reviews & ratings

2.8 out of 5 stars
108 Reviews

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Most recent reviews

SH
Steven Holloway
Posted 10 Jul 2025
4 out of 5 stars

Meets our needs and always improving

We are a small business that used the original WFM and transitioned to the BlueRock version. Notwithstanding some challenges in the initial rollout we are happy with the current functionality that meets our basic business needs and provides a platform for us to scale. What get's an extra star for us is the ongoing investment with continuous improvement with the product.
VS
Victoria Shrimpton
Posted 9 Jul 2025
5 out of 5 stars

Great app for our business

WorkflowMax has been a great choice for our business. It integrates very well with Xero and it's great seeing new updates and improvements all of the time. We're looking forward to seeing how the new job scheduling function can also help our team!
KF
Karen Forsman
Posted 16 May 2025
5 out of 5 stars

Excellent Product & Service

I have been a WorkflowMax user for over 15 years and have utilised in a number of different organisations where a workflow, project management and/or timesheet solution is required. I love that it can be adapted for a wide range of use cases, and it is easy for teams to pick up and use productively. Highly recommend this product for any business who needs to manage time & resources.

Response from WorkflowMax

Thank you so much for your wonderful review and for being a WorkflowMax user for over 15 years. We’re truly grateful for your trust and loyalty across so many organisations. It’s great to hear that our product’s adaptability and ease of use have consistently met your needs and helped your teams work productively, especially knowing the high number of users you have in your team. Your recommendation means a lot to us, and we look forward to supporting you and your teams well into the future. —The WorkflowMax Team

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.