WorkflowMax is fully integrated with Xero and offers an excellent tool to manage the project process from quotes through to invoicing while tracking time and costs. It is useful for anyone providing services and project management.
Each project can have tasks and checklists assigned, with the ability to set estimated time and track actual time against jobs.
You can use templates for quotes, tasks, projects and invoices. Time can be easily tracked against jobs, and there is a mobile phone app that makes time tracking for staff very easy.
The job management dashboard gives an excellent overview of jobs according to their status; for example, not yet started, in progress or awaiting review. Project managers can receive notifications about project status.
WorkflowMax also has excellent reporting for each job, and an array of metrics available for customised reports.
There are many more features of WorkflowMax, such as integrated document management, lead management, purchase orders and email collaboration. WorkflowMax also integrates directly with many other applications aside from Xero, such as Deputy, Google Drive, Zendesk and Receipt Bank.