Architects & Engineers

Find out about how WorkflowMax provides solutions to those common pain points for architects and engineers.

1. Pain Point

How to clearly show to your clients the progress on a job and track where you are with the project.

1. Solution

The tasks in WorkflowMax can be structured around the RIBA stages so that you can track timelines, and receive notifications when you are running late.

2. Pain Point

Different systems, documents and emails for jobs held in different places (often on Excel!) and difficult for staff to access and collaborate.

2. Solution

Combining leads, quotes, invoices, purchase orders, documents and emails all into a central system.

3. Pain Point

Have no view of project profitability.

3. Solution

Run project profitability reports by job or area of the business.

4. Pain Point

Producing quotes

4. Solution

Templates allow you to send professionally designed, branded, custom quotes within minutes.

5. Pain Point

You do not want to be double entering invoices between two systems.

5. Solution

WorkflowMax is Xero owned and operated. Linking WorkflowMax with Xero, sales and supplier invoices flow smoothly between the two systems with no double entry.


“Having someone to help us get set up was invaluable. We were up and running quickly, and the continued support has added value to the business in places we hadn’t even considered.”

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