Converting to WorkflowMax from other software

Conversion to WorkflowMax from other job management software


Katalyst are WorkflowMax specialists – we are certified partners, advisors and an IT setup parter. What this means for you, is that WorkflowMax trust us to look after your business when you are getting setup or converting to WorkflowMax.
Converting to WorkflowMax

We are WorkflowMax IT Setup Partners – we can:

  • Provide WorkflowMax for you
  • Set it up correctly so it is easy for your team to use while giving the best reporting possible
  • Provide all the training you need for all user levels
  • We can then help you use and build the reports you need to better manage your business
  • We can integrate WorkflowMax with your accounting system – we are also Xero experts, so we can integrate WorkflowMax seamlessly with Xero
  • As we are Xero award winning bookkeepers, we can go on to manage WorkflowMax for you – including your invoicing and debtors, payroll and GST
  • We can offer custom support onsite or remotely
  • We can provide payroll software which is very easy, that integrates seamlessly with WorkflowMax and Xero

Some things to consider when converting to WorkflowMax

No two job systems are the same, so there are many things to take into consideration when converting. How many staff do you have, where do they operate and how will they access WorkflowMax? What is the internet coverage like where they work? What reporting do you rely on and can we reproduce this in WorkflowMax or improve on it?

  • Do you need automated price book feeds from suppliers
  • Do you need to keep track of stock
  • Do you require GPS and vehicle tracking
  • Who needs to have access to WorkflowMax and what access do they need
  • How many open jobs do we need to bring in and how long have they been running, and how long will they continue to run
  • Will your current quote/estimate and invoice layout work from WorkflowMax

We can help you navigate all these questions and ensure the best fit for you.  We have seen so many businesses start using WorkflowMax without understanding the setup and it has been a nightmare. We highly recommend getting our initial consult to make sure the setup is right for your business and team and that you will get what you need out of it.

Please see our testimonials page for comments from some of our WorkflowMax clients.

All prices exclude GST and are in NZ dollars.