WorkflowMax Key Features
WorkflowMax has three core features that help you grow your business. Client manager gives you a single page few of your client, Lead Manager is their CRM module and Quoting lets you produce great looking proposals.
WorkflowMax helps you be more efficient, save time and ultimately money, thanks to two core modules. Job Management lets you track tasks and milestones while Time Tracking helps employees create accurate timesheets.
WorkflowMax helps you keep on top of your invoicing, credit control and financial reporting. Getting paid is critical to every business and the Job Costing module makes sure your quotes are accurate and, above all, profitable.
Why Waypoint loves WorkflowMax
WorkflowMax & Waypoint
We’ve worked on a lot of WorkflowMax projects over the years and it’s a platform that’s consistently improved. It won’t come as a great surprise that, being part of the Xero family means it integrates seamlessly with it. That integration is really highlighted by the range of reporting options available out of the box.
The feature set is rich, as is the list of tools it integrates with which makes WorkflowMax a great choice for organisations looking for a simple way to manage their projects.
Let’s start the conversation
Are you interested in finding out if we’re a good fit for each other? If you’re ready to take your first step to working with us, the process starts by applying for a discovery call. The truth is, what we do and the way we do it, won’t be for everyone.
We’re great believers that the only way to find out is to have a conversation. During your 45-minute Discovery Call, you’ll get the opportunity to ask as many questions as you can throw at us. And, while doing so, you’ll get the chance to experience what it’s like to work with Waypoint.