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Free, online, and open-source accounting software for small businesses and freelancers.

Job management software that boosts profitability and streamlines workflows from quote to invoice.
Job management software that boosts profitability and streamlines workflows from quote to invoice.
WorkflowMax is a comprehensive job management platform designed to streamline operations for businesses needing to manage projects, track time, and handle invoicing. It offers features for quoting, scheduling, time tracking, invoicing, and reporting. The platform integrates with Xero and QuickBooks to eliminate double data entry and provide real-time financial insights. Its architecture is designed for customization with custom fields, print templates, and notifications to tailor the software to specific workflows. WorkflowMax enables data-driven decisions by providing financial summaries, purchase order management, and reporting tools. The platform uses Zapier to connect with over 8,000 apps to reduce manual effort. This facilitates automated workflows, such as creating jobs from CRM leads or triggering finance team notifications when jobs are ready to invoice.
Job management software that boosts profitability and streamlines workflows from quote to invoice.
Quick visual proof for WorkflowMax. Helps non-technical users understand the interface faster.
WorkflowMax is a comprehensive job management platform designed to streamline operations for businesses needing to manage projects, track time, and handle invoicing.
Explore all tools that specialize in time tracking. This domain focus ensures WorkflowMax delivers optimized results for this specific requirement.
Open side-by-side comparison first, then move to deeper alternatives guidance.
Connects WorkflowMax to 8,000+ apps to automate approvals, updates, and handoffs. Supports event-based updates and custom workflows without code.
Offers a new dashboard that highlights performance, allowing users to track job-related tasks, business performance, and cash flow. Widgets can be rearranged for personalized layout.
Allows simplification of client management, boosting leads, nurturing clients, and winning more work. Offers a new way to see and manage the sales pipeline with additional filtering and visualization.
Enables designing custom templates for quoting, invoicing, and more, reinforcing branding with professional-looking print templates.
Offers tools to gain insights into productivity, performance, workflow, and overall profitability, helping make data-driven decisions.
Provides a visual representation of job progress using a Kanban-style board, allowing for easy tracking of tasks and workflow.
Create an account and log in to WorkflowMax.
Connect WorkflowMax to your Xero or QuickBooks account.
Customize your account settings, including custom fields, print templates, and notifications.
Import existing data, such as clients, jobs, and invoices.
Train your team on how to use the platform's features, such as quoting, scheduling, time tracking, and invoicing.
Set up integrations with other business tools, such as CRM and project management software.
Test the platform with sample data to ensure it works as expected.
Go live with the platform and begin managing your jobs.
All Set
Ready to go
Verified feedback from other users.
“WorkflowMax is generally well-regarded for its comprehensive job management features and seamless integration with Xero and QuickBooks, but some users report occasional teething problems that are quickly addressed.”
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