Integrates: Best with Xero, but integrates with 30+ softwares.
Industries: Professional Services
Goal: Offers a complete, cloud based solution to manage your projects and jobs.
Who’s this app for?: Growing businesses who need help to track and report on their profitability.
Synopsis: A job project & management software created by Xero to add more functionality to their project management suite of products. Has many features including invoicing, quoting, time tracking, job costing, job management, reporting, purchase orders, document management & lead manager which is operates like Xero’s dashboard to give a visual representation of performance. Document Management is worth highlighting as it integrates files across drop box & google drive. Also has a mobile function so you can manage jobs on the go and view your daily tasks & burn rate.
Xero Integration: Like the Bryan Brothers, Xero & WorkflowMax are a great combination as they seamlessly integrate with each other. When you create invoices in Workflowmax you can push that data through to Xero & when those invoices are paid in Xero it automatically syncs with the corresponding invoice in WorkflowMax. On the other side supplier invoices created from purchase orders in WorkflowMax are pushed through to Xero ready for payment & once an invoice is marked paid in Xero this is automatically updated in WorkflowMax. By working together this gives the user the benefit of the ease of use of reconciling, payments in Xero & also using the more complex job/project tracking features of WorkflowMax.
Final Say: For consideration if you have developed a small business in Xero that has started to gain pace and you’re starting to manage a lot of jobs, clients, projects & suppliers. Similar to a lot of other job tracking software but a lot more simpler and less overwhelming to use, also integrates with a lot of cloud platforms and is genuine paperless. Definitely worth a look at even for established businesses, currently offering 50% off the first 3 months see www.workflowmax.com.