WorkflowMax – Control you business from anywhere in the world
With increasing competition and the growing need for speed and efficiency, businesses these days are on the constant look out for the best software available. Among the leading cloud based job management software is WorkflowMax, a Xero product that offers seamless, first-class, two-way integration with Xero’s accounting software. From leads to quotes, to time-tracking, all the way to invoicing – WorkflowMax is the modern and efficient way to run your business. In fact, a recent survey revealed that on average, WorkflowMax users saved each customer 628 hours of time and USD$22,000 every year. WorkflowMax project management software has the best integration with Xero of any app, and it’s a pretty comprehensive tool with a tonne of useful features. WorkflowMax gives you:
– Lead Manager (CRM) – Track your leads, sales pipeline, and proposals in one place.
– Beautiful Branded Quotes – Beautifully designed quotes within minutes, complete with your company branding.
– Simple, Flexible Time Tracking – Minimal effort required from your staff.
– Streamlined Invoicing – Brand your invoices, invoice based on hourly or flat-rate, and even save time with bulk invoicing.
– Actionable Reporting – Understand the profit margin on each job, know who your biggest customer was
Manage your jobs, send invoices, and do your accounts from anywhere
Xero and WorkflowMax offer comprehensive iOS applications to allow you to manage your jobs, send invoices, and do your accounts from anywhere in the world. You can use these apps to stay on top of your daily to-dos, see all jobs assigned to you at a glance, complete invoicing, reconcile accounts, and access client information. By offering your clients accurate quotes, you gain their confidence right from the start. Also by analysing the time you spend on each project, you’ll begin to have a very clear idea of how much time certain tasks take. Also with this software, you can track your hours and expenses and be able to instantly provide your clients with accurate breakdowns of time and cost if necessary. This level of detail means your clients can trust that they are receiving complete transparency on their invoices. Project management software, like WorkflowMax, allows your team to enter their time directly into the software. This timesheeting functionality means there is no more guesswork when it comes to billing, and provides a detailed digital trail on how much time was actually spent on a project.
By using WorkflowMax, anyone allocated access can see due dates, notes, milestones, workloads, emails and documents associated with a certain project. With everyone who is working on a project kept up-to-date with what’s happening, you can ensure your clients are receiving the most recent updates. You can keep them in the loop at various stages without them having to call you. The reporting functionality of WorkflowMax also allows you to create custom reports which can be used as a tangible means of demonstrating the value you are delivering to your clients. WorkflowMax allows everyone in your business to log on and collaborate on a job from wherever they are and this reduces the likelihood of a breakdown in communication and improves your ability to expedite necessary tasks by instantly assigning them to the right person.
Work faster, effectively, and efficiently
As for breakdowns, Xero is famous for having awesome support and you can contact their clever support team, or use the hundreds of in-app videos and tutorials to troubleshoot your own issues. As a Xero-product, WorkflowMax operates under this same support ethos. At the support centre, you will get information on self-paced education courses, tutorial videos, knowledge base and live webinars. If you have any problems, you can contact the support team via email. There is no denying how WorkflowMax can benefit any business organisation, with its extensive list of functional applications and features designed to maximise the potential of any enterprise. It has every business tool built in into one solid, compact package. This means you do not need to launch applications from multiple systems, ensuring that you work faster, effectively, and efficiently.
