Workflow Max – Fact Sheet

What is Workflow Max?

  • Workflow Max is an online job management software for service businesses:
  • Project-based billing businesses such as Creative Agencies, Business Consultants, Engineers, Building and Construction Companies, IT Consultants and Architects

Why choose Workflow Max?

  • Integrated – leads, quotes, timesheets, documents, budgets and invoicing
  • Job tracking – reporting
  • Faster payment through online invoicing
  • Timesheets for monitoring time on jobs and export to payroll
  • Custom report builder
  • Integrates with Xero for Accounting

Why choose Marsh Tincknell?

  • Established Accounting firm – in business for over 20 years
  • Our consultants are accredited and experienced in the software
  • We create value by providing solutions

Who is Workflow Max not for?

  • Trade Service businesses
  • Mobile focused businesses

How Marsh Tincknell and Workflow Max can add value for you?

  • Tracking leads and understanding where sales are coming from
  • Produce more accurate quotes to create more profit
  • Streamline processes and better manage cashflow
  • Create custom reports to view business specific data that will help drive business growth and plan for the future
  • Productivity reporting
  • Job Financial Summary
  • Client and Staff time report
  • WIP Balances and WIP Control

We believe in simplicity, peace of mind and financial freedom – that’s why we recommend asking us about this particular Xero addon/app.

Talk to the experts at Marsh Tincknell Accountants and see what you could be missing out on today. We want you to succeed, and that means we keep up with new, more efficient ways of doing things on behalf of you and your business. You chose to be a client of a firm that truly cares – and we want to make sure that you get the full benefits that come with that choice. It’s our duty that we willingly embrace.

Free demonstrations of the Xero/Workflow Max solution are available. Call us on 07 3422 8000 or email Xero pricing starts from $50/mth for one employee on payroll, $60/mth for 5 on payroll.
Workflow Max pricing starts at $25/mth for one user, $49/mth for 2-3 users, $99/mth for 4-10 users – user packages up to 100 users are available.