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We are a WorkflowMax Certified Advisor and we’re happy to help you decide if WorkflowMax could be good for your business.

What is WorkflowMax?

WorkflowMax is end-to-end workflow management software that helps you create quotes or estimates, convert them into a job, track time and costs against the job, so you can instantly see how profitable the job was. Purchase orders and sales invoices can also be created in WorkflowMax and link to Xero for an integrated workflow management and accounting solution. You can add a Lead Manager module to record your leads and conversions and see their progress in the graphical dashboard.

Who may benefit?

Creative Agencies, Architects, Business Consultants, Building & Construction businesses, Engineers & Surveyors, IT Services & Consultants and any other business that needs to control jobs/projects.

Now that WorkflowMax is a Xero company and brand, you get the same levels of support as you do with Xero.  So that means you have access to extensive online training materials and support as well as access to a certified advisor (Accware!), who can help you quickly implement WorkflowMax within your business.

Being a Cloud application, WorkflowMax can be used on the desktop, on a tablet and on your smartphone as long as there’s access to the web. You also have the ability to push jobs and tasks to remote staff to get them operating to their capacity and for them to enter time spent on the job.

WorkflowMax works best for businesses with 5 to 30 employees and depending on existing systems, can save up to 2 hours per employee per month.

We’re happy to give advice and can offer a 30 day free trial if you think your business would benefit from using WorkflowMax.  We’re also happy to help you set it up and provide additional training, if needed.

There are many more features in WorkflowMax and you can read about these on the WorkflowMax website or contact us for a chat and maybe a demo to see if it can help streamline your operation.

Call now on 0330 100 2582 if you would like a free initial consultation about implementing WorkflowMax in your business.

Software we work with

Xero is an easy to use and cost effective accounting solution for small and growing businesses. Xero has been built specifically for small and growing businesses, to help you improve control of your accounting processes and develop a closer working relationship with your accountant.

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Sage 50 Accounts and Sage’s associated products should be on everybody’s list of potential accounting software solutions simply because they’ve been built for the UK market and have been around for over 25 years.  During this period a number of ‘Additions’ have been built by independent software vendors to extend the appeal of Sage to a wider market. Businesses that outgrow Sage 50 have a clear migration path to the more sophisticated Sage 200, but it’s always worth taking time to consider your options given the enormity of the decision.  All-in-all Sage has the UK SME market covered.

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Sage One is easy to use Cloud Accounting software that has been built specifically for smaller businesses. This means you no longer need to use a spreadsheet to record your business transactions.

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Receipt Bank is a Company that scans invoices & receipts and extracts relevant data so it can be uploaded into an accounting system.  This helps reduce the manual processes associated with entering invoices and receipts into your accounting system and can potentially save hours of effort each month.

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WordPress is a great piece of software that can be used to quickly create a web presence.  Wordpress is an open source content management system created initially for blogging, and being open-source, it is free to download and install!  WordPress has since developed into sophisticated web software for creating attractive and highly customisable websites.

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