All-in-one Project & Job Management Software WorkflowMAX offers straightforward tools for managing your sales pipeline, allowing you to track leads, proposals, and sales activities in one place. While simple, it ensures no opportunity is overlooked and helps keep the sales process organised and efficient. WorkflowMAX simplifies the creation of professional, customisable quotes and estimates. With just a few clicks, you can generate accurate budgets and seamlessly convert them into jobs, ensuring a smooth transition from proposal to project execution. WorkflowMAX’s job management features empower you to oversee every aspect of a job, from initiation to completion. With tools for task allocation and real-time progress monitoring, it helps keep projects on track and within budget. WorkflowMAX provides powerful time tracking features, enabling teams to precisely capture every minute of work. This ensures accurate billing and gives managers valuable insights into productivity by tracking time spent on various tasks and projects. Use WorkflowMAX to create and receipt purchase orders, capture supplier invoice details, and seamlessly transfer them to Xero as bills, ensuring improved back costing and financial accuracy. With WorkflowMAX, invoicing is simplified and highly customizable. The platform allows you to create, manage, and track invoices effortlessly. Integration with Xero ensures that all financial data is seamlessly synced, reducing manual entry and improving accuracy. WorkflowMAX integrates seamlessly with Xero, allowing for automatic syncing of financial data. This integration ensures that your accounting processes are streamlined, reducing the chances of errors and saving time by eliminating double data entry. WorkflowMAX’s reporting tools offer real-time visibility into job performance. Customisable dashboards allow you to track key metrics like profitability and productivity, empowering you to make data-driven decisions that boost efficiency and maximise profits. WorkflowMAX’s mobile app allows you to access your job data on the go. Whether it’s tracking time, updating job statuses, or accessing important documents, the mobile app ensures you have all the tools you need right at your fingertips. WorkflowMAX centralises all project-related documents and communications, making it easy to access and share essential information. With integrations like Dropbox, Box, and Google Drive, along with the ability to forward emails into the system, it reduces the risk of lost files and keeps everything organised. In WorkflowMAX you can create roles and apply them to your team. Use our handy spreadsheet to plan what roles you have and who they should be applied to. Follow the link below to download our free Staff Roles Template.
At Katalyst, we tailor WorkflowMAX implementation to fit your business needs, ensuring a smooth transition so you can focus on running your business efficiently. Our team specialises in migrating data to WorkflowMAX, ensuring a seamless transition from legacy systems or outdated software without losing valuable information. Katalyst offers customised training programs to empower your team to confidently navigate and fully utilise WorkflowMAX. Katalyst provides dedicated support to resolve any WorkflowMAX-related challenges, covering everything from setup to daily operations. Rally is a New Zealand based company offering data connection services and bespoke business intelligence, allowing you to uncover unique and powerful insights from your business that can help you retain more of every dollar you earn. The team at Rally utilise cutting edge technology to serve up live and interactive insights to help clients achieve their business goals. With WorkflowMAX offering a native integration to Power BI, this will be even better under the BlueRock banner. Rally has significant experience with WorkflowMAX, they can extract your critical business data from WorkflowMAX and safeguard it by backing it up in a secure environment. They can assist with importing and integrating the data into a new job management solution. With your downloaded data, Rally has the capability to create a job form so you can view your historic job data – we will provide more information on this as we assess the need. Paul can be contacted at paul@rallythedata.com or checkout their website here. Subscribe to job software updates.
WorkflowMAX
Katalyst are Experienced WorkflowMAX Partners
As a trusted WorkflowMAX implementation partner in New Zealand, we’ve supported over 100 clients in optimising their operations with WorkflowMAX. Our expertise extends to seamlessly migrating over 130 clients to the new platform during the WorkflowMAX data migration period. We offer comprehensive professional services, from setup and training to customised solutions tailored to meet your unique business needs.
WorkflowMAX Bookkeeping Services
At Katalyst, we specialise in providing expert bookkeeping services for businesses using WorkflowMAX. We understand the ins and outs of WorkflowMAX and how to seamlessly integrate it with your Xero accounting and cloud payroll software. Our bookkeeping team can take care of your cost management to ensure you have accurate job back costing, helping you stay on top of every project.
WorkflowMAX Features
Lead Management
Estimating and Quoting
Job Management
Time Tracking
Purchase Orders
Invoicing
Xero Integration
Reporting and Dashboard
Mobile App
Document Management
WorkflowMAX Quick Links
Staff Roles Template
How can we help you
Implementation
Migration
Training
Support
We help make business a path to a better life
Rally the Data
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