Files is a Xero feature that allows users to store final copies of receipts, invoices…
WorkflowMax is a Job Management solution for Professional Services Companies looking to tighten up control over job workflows from the initial Lead to the final invoice.
WorkflowMax gives you a fully integrated Job Management solution so you can dispense with Word documents and Excel spreadsheets for producing quotes and logging costs.
The basic version of WorkflowMax gives you the ability to quickly create Estimates and/or Quotes for your prospects and customers. Once these are accepted, you can then convert the quote into a Job ready to track time and costs against the job to ensure you are on track to make a profit. There are a number of logical features built into the software to help you monitor the progress and profitability of jobs and for larger projects, you can issue progress invoices at various stages of the project. WorkflowMax is a simple yet sophisticated product with many useful features to help you improve control over your Jobs.
Below are a couple of Case Studies published on the WFM website which we like:-
WorkflowMax is paid for on a monthly basis and you have the option to add the Lead Manager module for a small additional monthly fee. The Lead Manager module helps you record and track leads by staff by month and provides a great management tool to track the sales process and analyse your conversion success rates. The Premium version of WFM includes additional KPI and productivity dashboards for greater visibility on staff productivity and lost time. WorkflowMax integrates with Xero to provide a complete professional Cloud-based accounting solution.
If you would like to discuss how WorkflowMax can help your business then please call us on 0330 100 2582.