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Is Workflowmax right for your business?

April 3, 2014

WorkflowMax is one of the many Xero add-on programs which can be customised to suit your business. So, what exactly is WorkflowMax?

WorkflowMax is a cloud-based job management tool that makes running your business easier than ever before. It is one of the most popular Xero add-ons in the market due to it’s simplicity and ability to run all operations from leads and quoting through to timesheets and invoicing. If your business is job focused then WorkflowMax is suitable for you.

Some of the features of WorkflowMax include:

  • Timesheets
  • Job tracking
  • Quotes
  • Project management
  • Invoices
  • Collaboration
  • Reporting
  • Lead management
  • Purchase orders
  • Integration
  • Custom themes

The key feature of WorkflowMax in my opinion is the collaboration which makes it easy for team members to share notes or documents on a job or a lead. This is invaluable and helps to reduce internal email traffic. The recent upgrade to include Document Management integration is another great feature allowing users of Dropbox, Box or Google Drive the ability to store documents against a job or client folder in one of these cloud storage solutions and have it linked to the WorkflowMax interface.

The integration with Xero is the real time-saver, however. Once you have your Xero database setup, WorkflowMax will import all your customer and supplier details. From there, any changes to details of these contacts in WorkflowMax will flow through to Xero, saving you the double-entry of details into two databases.

The other key integration feature is the pushing of invoices, purchase orders, and even timesheets from WorkflowMax into Xero. This streamlines your accounting and payroll processes and gives you complete control and visibility over the information.

If you are interested in learning more and potentially using WorkflowMax in your business, we can help. Please contact our office on 8172 9191.

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