WorkflowMax

A Xero add-on product


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Manage projects and jobs seamlessly

WorkflowMax is a job costing and project management software that allows you to manage your workflow from initial lead, to quote stage, through to client invoicing and time tracking. By using WorkflowMax, you can improve project budgeting and gain critical insights into your jobs and your business.



Who uses WorkflowMax?
Any business that needs to track time against projects, or needs to have a defined workflow for any work done can use WorkflowMax. Examples of industries include marketing agencies, achitects and designers, building and construction, engineers and surveyers, IT and web services, and more.

How we can assist
 As a certified WorkflowMax Partner, we can provide you with the following services: 

scoping
SCOPING

We can undertake a scoping exercise to determine if WorkflowMax is the right fit for your business.

setup
COMPLETE SETUP

Full setup and customisation for your business.

training
TRAINING

Training for your and your staff on the most effective utilisation for your business.

review
REVIEW

A review of existing setups with recommendations for optimisation going forwards.

report
REPORTS

Development of reports and custom templates for use in your business.

BOOK A CONSULTATION    GET A QUOTE

"Cassandra’s expertise is not limited to Xero, she has a knack for intuitively understanding how Xero add-on solutions work.

In fact she seems to have a greater understanding of how the Xero add-on’s work, than some of the providers do themselves!"

HEATHER SMITH | Author of Xero for Dummies, Speaker, Chartered Certified Accountant, Xero, MYOB - Brisbane, Qld

 WORK WITH US

Want to see if Xero is right for you?

We offer a full-featured demonstration and discussion about your business and how it could work with Xero for just $99! And, if you decide to engage our services further, we'll offset this cost against your first invoice. 


GET MY DEMONSTRATION


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