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WorkflowMax

By WorkflowMax
2.82 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
110
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
110 Reviews

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Most recent reviews

EL
Emma Locke
Posted 14 Jul 2025
5 out of 5 stars
Fantastic software, integrates with Xero very well, makes invoicing easy and gives us the confidence that we are pricing jobs correctly, as we can see how many hours are being spent on them, and exactly which costs will be incurred.

Response from WorkflowMax14 Jul 2025

Thanks for the glowing review! We're so glad to hear WorkflowMax is giving you confidence when pricing jobs and making invoicing easier. Visibility over hours and costs is exactly what we aim for — helping your business stay on track!
RS
Roland Scull
Posted 14 Jul 2025
5 out of 5 stars

The most complete app for a design agency

It works so well for us and does everything we need. It also integrates seamlessly with Xero.

Response from WorkflowMax14 Jul 2025

Thanks for the fantastic review! We're thrilled to hear WorkflowMax is ticking all the boxes for your design agency. It's great to know the Xero integration is working smoothly too — helping keep everything connected and running like clockwork!
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.
One person found this review helpful.

Response from WorkflowMax14 Jul 2025

Thanks so much for your thoughtful review! We really appreciate you sticking with us through the transition to the BlueRock version — and we’re glad to hear the platform is meeting your needs and helping you prepare for growth. It’s great to know the ongoing improvements are making a difference too. There’s plenty more to come!

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

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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.