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.

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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

    3.7 out of 5 stars
    133 Reviews
    5 star(49%)
    4 star(16%)
    3 star(7%)
    2 star(9%)
    1 star(18%)
    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.
    MD
    Maggie Deller
    Posted
    2 out of 5 stars

    Terrible Support

    Support times are ridiculous and beyond a joke. Cannot get anyone to assist.

    Response from WorkflowMax

    Hi Maggie - let me reach out to you and see how we can fix this!
    MH
    Mthobisi Hopewell Moyo
    Posted
    1 out of 5 stars

    Purchase orders

    Can you do purchase orders to suppliers for the jobs and also link the purchase orders to the supplier invoices. It will be best to have a requisitioning process and approval a well

    Response from WorkflowMax

    Thanks we will pass this feedback onto our product team for evaluation.
    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.