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WorkflowMAX
WorkflowMAX · founded 2007
What it is
WorkflowMAX describes itself as a job profitability operating system for professional services firms. It covers quoting, job management, time tracking, work-in-progress management, and invoicing. A job record can bring together tasks, costs, time, and documents, while timesheets record time against jobs and tasks through eight entry methods. The service supports recurring invoices, online payments, and multi-currency invoicing. Dedicated iOS and Android apps support job management, time entry, and task viewing. Listed integrations include Xero, QuickBooks, HubSpot, Zapier, Airwallex, and Google Calendar; the integrations page also describes MCP connections for Claude, ChatGPT, Gemini, and Microsoft Copilot. Plans are charged per user per month, and anyone who signs in needs a licence. Essentials costs $8.33 a month for 3–25 users; its annual rate is $7.50/user/mo. Pro costs $15 a month and starts at five users, while Advanced costs $25 a month and starts at ten. All plans include a 14-day trial with full access to the selected plan's features and no credit card required.
For and against
For
- Job records combine tasks, costs, time, and documents.
- Timesheets offer eight time-entry methods.
- Supports recurring invoices, online payments, and multiple currencies.
- Mobile apps support job management and time entry.
Against
- There is no free plan.
- Every person who signs in needs a licence.
- Essentials is designed for 3–25 users.
- Pro and Advanced have minimum user counts.
The verdict
WorkflowMAX links job records and timesheets with invoicing for professional services teams. Compare each plan's user range and billing term, and note that every sign-in requires a licence.
Who it suits
WorkflowMAX suits professional services firms that need to manage jobs, time, work in progress, and invoicing. The named industries include architects, engineers and designers, consultants, creative agencies, and building and construction.
Plans and prices
Essentials
3–25 users · Quoting · Jobs · Scheduling
Read 11 Oct 2026 · workflowmax.com
Pro
From 5 users · Essentials features plus leads, quote variations, custom reporting, branded templates, and more invoicing, purchasing, and integration options
Read 11 Oct 2026 · workflowmax.com
Advanced
From 10 users · Pro features plus capacity planning, individual WIP ledger management, automated and AI-powered reporting, and calendar sync
Read 11 Oct 2026 · workflowmax.com
On the record
- AI connections
- The integrations page describes MCP connections for Claude, ChatGPT, Gemini, and Microsoft Copilot.workflowmax.com · read 11 Oct 2026
- Billing
- WorkflowMAX charges per user per month, and anyone who signs in needs a licence.workflowmax.com · read 11 Oct 2026
- Core workflow
- The product covers quoting, job management, time tracking, work-in-progress management, and invoicing.workflowmax.com · read 11 Oct 2026
- Hosting and data location
- The FAQ says customer data is hosted on Amazon Web Services in the Sydney, Australia region.workflowmax.com · read 11 Oct 2026
- Industries
- WorkflowMAX names architects, engineers and designers, business consultants, creative agencies, and building and construction as industries it serves.workflowmax.com · read 11 Oct 2026
- Integrations
- Listed integrations include Xero, QuickBooks, HubSpot, Zapier, Airwallex, and Google Calendar.workflowmax.com · read 11 Oct 2026
- Job management
- Users can create, assign, and track jobs with their tasks, costs, time, and documents in one record.workflowmax.com · read 11 Oct 2026
- Mobile apps
- Dedicated iOS and Android apps support managing jobs, entering time, and viewing tasks on the go.workflowmax.com · read 11 Oct 2026
- Multi-currency invoicing
- Yesworkflowmax.com · read 20 Sep 2026
- Notable limits
- Essentials is designed for 3–25 users; Pro starts at 5 users and Advanced at 10 users, with no upper limit stated for Pro or Advanced.workflowmax.com · read 11 Oct 2026
- Online payments
- Yesworkflowmax.com · read 20 Sep 2026
- Privacy compliance
- WorkflowMAX says it complies with the European Union's GDPR.workflowmax.com · read 11 Oct 2026
- Product
- WorkflowMAX describes itself as a job profitability operating system for professional services firms.workflowmax.com · read 11 Oct 2026
- Recurring invoices
- Yesworkflowmax.com · read 20 Sep 2026
- Security
- WorkflowMAX says it stores private user data encrypted with AES 256-bit encryption.workflowmax.com · read 11 Oct 2026
- Paid from
- 7.5workflowmax.com · read 20 Sep 2026
- Support
- The FAQ says all customers have access to 24/7 in-product support and a help centre.workflowmax.com · read 11 Oct 2026
- Included team users
- 25workflowmax.com · read 20 Sep 2026
