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Workflow Max Advisor

Are you an Architect who wants help from a Workflow Max Advisor?
Please consider Off The Hook Bookkeeping.

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Workflow Max ~ All-in-one job management software

From leads to quotes, to time-tracking, all the way to invoicing – our all-in-one, cloud based job management software is the modern and efficient way to run your business:

A recent survey showed: On average, Workflow Max save each of their customers
628 hours of time and $22,000 every year.*

Ditch the Spreadsheets

Stop chasing staff for timesheets and wasting time with payroll. Get rid of those fiddly formulas! Replace it with an efficient time tracker to track your profit in real-time. Staff log their time on the go!

Goodbye Handwritten Quotes

No more losing jobs because you forgot, or lost track of your quotes. Use the quote management system to follow up outstanding leads. Reduce time setting up jobs.

Get a Grip on Profitability

Save detailed records of everything from quote to invoicing. You have the ability to track job costs and profitability.

Custom reports for immediate and transparent view of profitability by job, client or staff member.

Integrate your Heart Out

Workflow Max seamlessly integrates with Xero and Hubspot CRM. Reduce duplicate work. Publishing invoices and payroll to Xero. Manage your lead flows and contacts. Auto-create job when deal is won.

Organise your Purchasing

Keep and eye on costs. Make sure clients are charged using purchase orders. Don’t be surprised by costs that are higher than expected.

Let us help you get your Workflow Max software working for you!

Getting organised is essential. You can even be an elite technician, but keeping things organised is another skillset altogether. Ever thought it was funny that a Doctor or a Dentist (excellent technician) is expected to be able to run a business, interact with staff, keep accounts in order, etc. when their vocation isn’t admin but healthcare?

And even if you can do all those things, should you?

By getting your Workflow Max software really humming, you’ll be organised and effective, so you can get back to your vocation ~ making our lives better through beautiful designs.

Sound interesting?

Please get in touch.