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Workflow Max Support

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Workflow Max is a Xero product that handles all of your Project Management, Quoting or Estimating and Invoicing. Tailored toward those businesses that provide Professional Services such as; Architects, Designers, Builders, Surveyors, Consultants and Engineers Workflow Max seamlessly integrates to Xero or MYOB.

Manage your workflow from quote through to invoice while tracking time and costs. Improve project budgeting and gain critical insights into your business.
Why your business might benefit from streamlining your business processes

Many businesses are starting to look into online Project Management software as a way to streamline their business processes. The reasons for this can be varied, but typically includes some or all of the following:

  • Increased efficiency
  • Greater profitability
  • Increased efficiency
  • Increased efficiency

Time is money. Money is time.

In addition to the above, WorkflowMax can invoice multiple jobs for one client at one time,  invoice multiple clients in bulk,  and, if you are connected to Xero, all those invoices will flow seamlessly into Xero where you can reconcile them against incoming payments from customers.

Improve profitability and gain insights with Workflow Max Support Today
Streamline Co. is a certified Workflow Max support advisor that can help your business unlock the following;

  • Configure WorkflowMax with support to suit the needs of your business
  • Get powerful financial analysis and workflow management
  • Track your time and costs from quotes through to invoices
  • Drill down into the numbers with a suite of customisable reports
  • Get critical business insights and improve project budgeting
  • Track leads, proposals and sales pipeline from one place

Transforming your business can seem like an overwhelming task but making small adjustments and improving a little bit at a time is an effective way to keep your business relevant and thriving!

Contact us for more information on whether Workflow Max.

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