WorkflowMax

Perform bulk actions including assigning staff to jobs, changing statuses, deleting tasks and costs

Set up custom notifications to keep team on the same page and inform people when job-related events occur

Group clients for better organization and management

Simplify client management and store all important client information in one place

Manage and track leads to boost leads, nurture clients, and win more work

Send emails and attachments to leads, jobs or quotes and see a complete communication history in one place

Add custom fields to quotes which carry through to jobs and make them mandatory

Design custom templates for quoting, invoicing and more to reinforce branding strategy

Test account environment for experimentation and training

Centralized document management to access all important project information quickly with great remote working and team collaboration

Support for multiple currencies in POs and Bills

Push bills through to Xero or QuickBooks automatically and eliminate double handling with full cost control

Advanced invoicing options including percentage-based billing

Create beautiful, customized invoices and get paid faster with flexible invoicing options

Mobile application for on-the-go job and time management

Kanban-style job board view for visual project management

Keep track of all moving parts and manage resources, time, costs and profitability on every job

New customizable dashboard to keep track of important job tasks, business performance and cash flow with widget management

Job manager screen showing projected profit, overall profitability, hours and tasks for easy job status tracking

Track and report on team productivity metrics

Powerful job financial summary reports and data-driven insights into productivity, performance, workflow and profitability

Schedule custom reports to be automatically generated and delivered

Create quotes in seconds with time and cost estimates to price services accurately and bill instantly

Beautiful new way to see and manage sales pipeline with additional filtering and visualization

Manage project schedules and deadlines with real-time insights into project progress and resource allocation

Extended search capabilities returning more results by typing three characters

Assigned account manager for personalized support and guidance

Structured onboarding process to get teams up and running quickly

Priority access to support team for faster resolution

Optional professional implementation service to set up the system

Scheduled quarterly reviews with account manager to optimize usage

Capture time directly from Google Calendar and Microsoft Calendar integration

Dropdown field with all staff members to easily switch between staff timesheet views for managers and approvals

Copy all job tasks from previous week's timesheet to current week for easier scheduling

Capture every minute of every day and never miss a second of chargeable time

Drag and drop items with in-line editing across product for reordering and editing tasks, costs and phases