Job & Project Management Software

What is WorkflowMax

WorkflowMax is a complete cloud based solution to manage all aspects of jobs or projects from quoting and lead management, right through to invoicing and reporting on job profitability.


Architects, Creative Agencies, Consulting Engineers, IT services.


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Our experience with WorkflowMax is very positive. We find the software intuitive and easy to use.

Adoption by staff of clients that use WorkflowMax is very high as the software is simple and friendly to use and easily accessed remotely by staff on the road.

Integration into other products is simple and adds significantly to the power of the functionality of the software.

It integrates into over 30 add on softwares including Xero and MYOB. The ability to integrate directly into cloud based accounting softwares offers significant opportunities to reduce administration costs.

We have had examples of businesses being able to reduce administration costs by amounts more than 25%.

Profitability can be improved by getting better information on the true costs associated with specific jobs and assignments.

The ability to operate a paperless environment is significantly enhanced. Invoices to customers can be sent out earlier and in a paperless form that can improve cashflow whilst lowering administration costs.

Expenses and invoices from suppliers can be more easily processed in a paperless manner.

Implementation is relatively simple and support via online is good.

Great system for storing and tracking quotes and measuring the efficiency of quoting.

Excellent customer database tool.

Great value for money.


We believe WorkflowMax is a powerful piece of cloud based software that offers excellent value for money.

We recommend it's use to clients as a means of driving efficiency and profit performance.

Implementation is relatively straightforward.

For more information or practical demonstration contact us now.


Tel: 0800 DIAL RTA | Tel: +64 9 601 9382

Get in Touch

PO Box 106 433 Auckland 1143 New Zealand
Tel: 0800 DIAL RTA | Tel: +64 9 601 9382


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