Find out about how WorkflowMax provides solutions to those common pain points in your consultancy practice.

1. Pain Point

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

1. Solution

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

2. Pain Point

Often as consultants you will be travelling and away from the office.

2. Solution

With WorkflowMax as your professional services management software you can manage your business anywhere, anytime.

3. Pain Point

Have no view of project profitability.

3. Solution

Run project profitability reports by job or area of the business. Also gain a greater understanding of your accuracy in quoting on jobs.

4. Pain Point

Invoicing can be tricky

4. Solution

Invoice based on time, costs, percentage of quoted value or however you like. When linked with Xero there is no double entry of invoices into your accounting system

5. Pain Point

Not being able to manage or know the progress of your jobs.

5. Solution

With WorkflowMax you can assign jobs to your team, track project timelines and receive email notifications when jobs are running late.


“May I thank you for an excellent project (WorkflowMax), moving us patiently and diligently through the process, to reach ‘go-live’ on Monday.  I’d be happy to act as a reference if required.”

Richard Sambrook Smith, Novatia

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