Run projects smarter. Track costs. Get paid faster.
Our WorkflowMax implementation service is designed to set it up to fit your business, fully connected with Xero
Struggling to Stay on Top of Jobs?
Sound familiar?
- Juggling quotes, jobs, and timesheets across multiple spreadsheets.
- No clear view of real-time project profitability.
- Approvals and billing constantly delayed, holding up cash flow.
- Using Xero, but job costing and reporting are still a headache.
- Wasting hours on admin instead of focusing on clients and delivery.
Now imagine this could be you…
- Every quote, job, and timesheet tracked in one system.
- Profitability visible at the click of a button.
- Approvals automated, invoices raised on time.
- Xero and WorkflowMax working seamlessly together.
- More time for clients, growth, and the work that really matters.
Perfect For…
Professional Services
Architects, engineers, consultants, and agencies needing detailed job costing.
Construction & Trades
Firms looking to track labour, materials, and subcontractors in real time
Growing SMEs
Businesses outgrowing spreadsheets and looking for a scalable, Xero-connected solution.
With our WorkflowMax Implementation, you’ll get:
Process Review & Scoping
We map your quote‑to‑cash flow, job stages, approvals, and reporting needs. The output is a simple blueprint so WorkflowMax mirrors how you actually work.
System Setup
We configure job templates, tasks and rates, cost categories, custom fields, document/email templates, and user roles. Everything is named and structured for clarity and adoption.
Xero Integration
We connect WorkflowMax to Xero, align tax rates and accounts, and test invoice/bill flows end‑to‑end. You get clean sync, accurate coding, and fewer month‑end surprises
Training & Handover
Role‑based training for admins, project leads, and finance, with recordings and quick‑start guides. Your team leaves confident and ready to run live jobs
Support & Optimisation
Post‑go‑live help to fix snags and tune reports/dashboards. We review usage and make improvements as your processes evolve.
Discovery Call
A short call to understand goals, pain points, and timelines. If WorkflowMax is a fit, we outline next steps.
Scoping & Proposal
A focused workshop to define processes, data, and success metrics. You’ll get a clear scope, timeline, and fixed‑fee proposal.
WorkflowMax Implementation
We build and test your setup, integrate with Xero, and migrate agreed data (clients, rates, templates, selected jobs/WIP if required). Nothing goes live until it passes approval.
Training
Hands‑on sessions for each role and support through your first live run. Questions get answered in plain English.
Ongoing Support
Hypercare in the first weeks, then an optional support plan with periodic health checks. We keep your setup tidy as your team and workload grow.
How It Works
What our clients say
Why Choose Us
Xero Ecosystem Experts
WorkflowMax is just one part of your tech stack. We make sure it plays nicely with everything else.
Proven Process
Clear steps from scoping to go-live, minimising disruption.
Independent Advice
We’re not tied to one vendor; we focus on fit, not features.
Long-Term Support
From tweaks to training, we’re here beyond go-live.
FAQs
Frequently asked questions
Does WorkflowMax integrate directly with Xero?
Yes. WorkflowMax connects seamlessly with Xero for invoicing, purchase orders, and reporting. We make sure it’s configured correctly so data flows smoothly between the two.
How long does a WorkflowMax implementation take?
Most projects take between 4–8 weeks, depending on the complexity of your processes and how much historical data you want to migrate.
Can you migrate data from my old system into WorkflowMax?
Yes. We can import clients, jobs, tasks, and templates from spreadsheets or legacy systems, so you don’t have to start from scratch.
Do you offer ongoing support after go-live?
Absolutely. We provide hypercare immediately after launch and optional support packages to keep WorkflowMax running smoothly long term.
Is WorkflowMax suitable for my industry?
WorkflowMax is used widely across professional services, construction, agencies, and consultancies. During scoping, we’ll confirm if it’s the right fit, or recommend alternatives.
