Overview. WorkflowMax is cloud project management software made by Xero. It includes features like quoting, scheduling, time tracking, invoicing and reporting. The documentation for the WorkflowMax API is currently available on the WorflowMax developer site.Method. Description. GET current. Returns a list of current leads. GET get/ [uuid] Detailed information for a specific lead. GET list. Return a list of all leads. POST add.WorkflowMax is described as 'Over 10,000 service business trust WorkflowMax for their quoting, time sheeting, job management, invoicing and workflow management. Start today for FREE!' and is a project management tool in the business & commerce category. There are more than 100 alternatives to WorkflowMax for a variety … WorkflowMax is a web-based project management solution, owned by Xero, Inc. It is designed to be user-friendly and intuitive. The platform offers end-to-end functionality standard to project management software, with a comprehensive suite of features including lead management, quotes and estimates, time and job tracking, milestone management, job costing, purchase orders, flexible permission ... WorkflowMax is described as 'Over 10,000 service business trust WorkflowMax for their quoting, time sheeting, job management, invoicing and workflow management. Start today for FREE!' and is a project management tool in the business & commerce category. There are more than 100 alternatives to WorkflowMax for a variety …TaskMode describes how tasks are added to the job. AddNew: tasks are always added to the job (default) AppendExisting: where the same task already exists on the job, the template task will be appended to the details of the existing task, otherwise the task will be added to the job. -->. <TaskMode>AddNew</TaskMode>.TaskMode describes how tasks are added to the job. AddNew: tasks are always added to the job (default) AppendExisting: where the same task already exists on the job, the template task will be appended to the details of the existing task, otherwise the task will be added to the job. -->. <TaskMode>AddNew</TaskMode>.Currently, if you’ve chosen to integrate your WorkflowMax account with Xero, you can set up recurring invoices in Xero and import these manually into recurring jobs in WorkflowMax. If you upgrade to WorkflowMax Premium, as long as the references match up, invoices can automatically flow back from Xero to the respective jobs. Kintone. Score 8.7 out of 10. Kintone is a customizable digital workplace platform that lets the user manage data, tasks, and communication in one central place. Over 23,000 customers use Kintone’s no-code platform with more than 1.5 million database and workflow applications custom built for their businesses. Time Tracker from End Game is a timesheeting software in a nifty drag-and-drop calendar format. You can use it to reconcile timesheets against WorkflowMax, share timesheet data with other managers, and set up …Return a list of time sheet entries. GET staff/ [uuid] Return a list of time sheet entries for a specific staff member. GET get/ [uuid] Detailed information for a specific time entry. POST add. Add a time sheet entry to a job. PUT update. Update a time sheet entry on a job.WorkflowMax, a Xero product | 3,577 followers on LinkedIn. Run projects from beginning to end with WorkflowMax and get a much better picture of your people, process and profits! | Loved by over 10,000 service businesses around the world, WorkflowMax by Xero, is a powerful end to end job management software for a wide range of industries – from …Start your exploration of WorkflowMax by finding out more about its features and capabilities. Then go on to learn about how to set up your WorkflowMax account. You …Start your 14-day free trial with WorkflowMax by BlueRock. Brand new product 24/7 Support No contracts Cancel anytime. Start free trial See all features Pricing plans. Book a demo with our team today! We'd love to spend time with you and show you all the great things about WorkflowMax by BlueRock.Only click the button above if you have already set up the HubSpot + WorkflowMax/XPM integration and wish to manage to your settings. If you have not set up the integration yet, click here to get started. WorkflowMax gives you the power to set and track capacity of work and time. Client groups Client groups lets you group a series of clients together to view all of their jobs, invoices and quotes in one central place. Add a document to a client. POST addrelationship. Add a relationship between clients (Practice Manager only) POST updaterelationship. Update the relationship details between clients (Practice Manager only) POST deleterelationship. Delete the relationship between clients (Practice Manager only) WorkflowMax Alternatives To Consider. Now, let’s explore them in detail. 1. Scoro. Scoro is an all-in-one work management tool built for creative agencies, consultancies, and other professional service businesses. You can easily track the progress of projects individually or across the entire portfolio. Start your 14-day free trial with WorkflowMax by BlueRock. Brand new product 24/7 Support No contracts Cancel anytime. Start free trial See all features Pricing plans. All-in-one project management software featuring job costing, quoting, estimating, time tracking, invoicing, and reporting. Document management. Reporting. Job management. Your Price: $ 45.00. /month. Get started FOR FREE. For accounts with over 100 users, additional users will be charged at $5 per user. All prices in USD excluding Sales Tax. TaskMode describes how tasks are added to the job. AddNew: tasks are always added to the job (default) AppendExisting: where the same task already exists on the job, the template task will be appended to the details of the existing task, otherwise the task will be added to the job. -->. <TaskMode>AddNew</TaskMode>. WorkflowMax is only going to get better for service-based industries because they are specialist to that particular type of software. When our business goes to that next level, and we have got more people out there doing project estimating, then I know there are those functionalities within WorkflowMax, and it’s something that we’re excited ... WorkflowMax project management and time billing software for business consultants speeds up your admin process so you have more time to focus on your clients. “To manage a lead through the CRM, and then drive that lead into a job, and to see the profitability and performance of it all the way through is another reason why we chose WorkflowMaxOverview. Xero is retiring its WorkflowMax product on 26 June 2024. You should export your data from WorkflowMax before it's retired. Learn about alternative job and project …Here Are 9 Apps That Integrate With WorkflowMax. Steff Green. 8 min read. Work Smarter. Linking your time tracking to your payroll is the next logical step. We thought so too, that’s why one of our priorities when growing the add-on selection for WorkflowMax was to integrate with some of the best payroll tools on the market.WorkflowMax gives you the option of using job folders for each phase. When quoting, make use of job templates to create your quote. On your job template you can create default folders, save the template header and …WorkflowMax is the global leader in online job management. With more than 6,000 customers worldwide, WorkflowMax is setting the standard for job management software, making it easy for small businesses to stay on top of their jobs and work with their advisors. Updated on. Aug 31, 2023.BlueRock Digital is a Melbourne-based digital consultancy that specialises in intelligent digital strategy, development, systems consulting, design and marketing. Our vision is to drive meaningful growth and efficiency for businesses through clever digital solutions. Our digital experts provide fast and effective cloud-based systems ...Start your 14-day free trial with WorkflowMax by BlueRock. Brand new product 24/7 Support No contracts Cancel anytime. Start free trial See all features Pricing plans. Thinking of migrating to WorkflowMax by BlueRock in 2024? We've developed a migration wizard to make your move seamless and easy.Overview. WorkflowMax is cloud project management software made by Xero. It includes features like quoting, scheduling, time tracking, invoicing and reporting. The documentation for the WorkflowMax API is currently available on the WorflowMax developer site.If you use WorkflowMax and Xero, there's no need to double-handle data. Use the purchase order management module in WorkflowMax to receipt-in supplier invoices to keep your job financial reporting intact. WorkflowMax automatically pushes this information to Xero. Then you just need to switch to Xero to approve payment - it's so easy.WorkflowMax project management software has the best integration with Xero of any app, and it’s a pretty comprehensive tool with a ton of useful features. With WorkflowMax, you can track time, create quotes and invoices, manage jobs and leads, and report on your business data. If you’re a Xero user, you will find WorkflowMax offers ...Overview. The WorkflowMax API is organised around RESTful principles - each resource has a unique URI and HTTP verbs are used to specify the action to perform on that resource. In order to write or modify a client application for WorkflowMax, you should use a full-featured HTTP client library that supports the HTTP verbs: GET POST, PUT and …We would like to show you a description here but the site won’t allow us.WorkflowMax is acquired by Xero. It is with huge excitement that today we announce Xero has purchased WorkflowMax. Xero (XRO) is a world leading provider of online accounting software, and is a publicly listed company on the New Zealand stock exchange. We are genuinely excited about the enormous opportunities this affords both the …Just like WorkflowMax, Scoro combines sales and lead management with your typical project management features. You might find that WorkflowMax’s lead manager, quoting, and client manager tools are similar to Scoro’s 360 client views and real-time deal velocity tracking. But Scoro offers far more than just sales features. WorkflowMax and BlueRock:A love story. At BlueRock, we’ve been one of the thousands of happy customers using Xero’s WorkflowMax over the years, so we know first hand the value it offers businesses like yours. In fact, we love it so much that we’ve acquired the brand and are rebuilding the product for you. We’re completely customer ... WorkflowMax by BlueRock | 1,339 followers on LinkedIn. Welcome to your new home for job management, launching 21 February at 12.00pm AEDT | 🌟 Big news for businesses using WorkflowMax by Xero 🌟 For more than 12 years, it's been the go-to solution for job management, offering tools for quoting, scheduling, time-tracking, invoicing, and …Free Self-paced Online Training Courses. Take your WorkflowMax skills to the next level - register your place now on our free courses.. These courses are hosted in our Skilljar learning management system. Before you can register on a course, you need to provide your name and an email address to create a Skilljar account.WorkflowMax is highly flexible and every client will tend to use it slightly differently. Some of the key things our clients like about WorkflowMax 1. Easy time entry - Especially the weekly time grid where you can then easily track who has/hasn't submitted time if using the 'Submit Time'sheet' feature. 2.Start your 14-day free trial with WorkflowMax by BlueRock. Brand new product 24/7 Support No contracts Cancel anytime. Start free trial See all features Pricing plans. Book a demo with our team today! We'd love to spend time with you and show you all the great things about WorkflowMax by BlueRock.BlueRock Digital is a Melbourne-based digital consultancy that specialises in intelligent digital strategy, development, systems consulting, design and marketing. Our vision is to drive meaningful growth and efficiency for businesses through clever digital solutions. Our digital experts provide fast and effective cloud-based systems ...WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity.We would like to show you a description here but the site won’t allow us.Applying discounts in WorkflowMax. While there may be a few different ways to apply a discount in WorkflowMax, the best method is to discount using a negative cost. This will allow you as the user to reduce the amount invoiced to the client and allow for clear visibility on the discount internally and/or externally depending on your preferences.WorkflowMax is the global leader in online job management. With more than 6,000 customers worldwide, WorkflowMax is setting the standard for job management software, making it easy for small businesses to stay on top of their jobs and work with their advisors. Updated on. Aug 31, 2023.Drill down into jobs and invoices for this client. Access the quick time entry from global search. Click the right > to enter time against a job. Enter the time and click save. If you have WorkflowMax Premium you can also enter “ad hoc time” at the client level without having to set up a job first. Enhanced new timer. WorkflowMax Pricing. 1 User - US$15/month 5 Users - US$49/month 10 Users - US$99/month (Most popular) 20 Users - US$149/month Unlimited Users - US$199/month Add WorkflowMax's Lead Manager (CRM) module for $15 extra per month. Starting price: $10.50 per month. Free trial: Available. Free version: The WorkflowMax Support Centre. New to WorkflowMax? Get started with WorkflowMax by setting up your free trial and more. Ready to go? Use WorkflowMax to discover the extensive standard features. Want more? Extend WorkflowMax to set up and use the powerful custom features. Need more detail? Just browse the Reference library for the information ... WorkflowMax by BlueRock is officially live! Today you can start a free trial and migrate by 26 June 2024. Welcome to your new home for job management.No credit card required. Watch our free tutorial videos or case studies. Over 5500 service business trust WorkflowMax for their quoting, time sheeting, job management, invoicing and workflow management. Start today for …WorkflowMax has default job states which you can edit, plus the ability to customise even more states. Each job state can have its own set of predetermined notifications. For example, you might select one of the job states to categorise where a job is at in the workflow: Planned – select this job state when you create a new job.If you use WorkflowMax and Xero, there's no need to double-handle data. Use the purchase order management module in WorkflowMax to receipt-in supplier invoices to keep your job financial reporting intact. WorkflowMax automatically pushes this information to Xero. Then you just need to switch to Xero to approve payment - it's so easy.Over November and December we are rolling out single sign-on with Xero + 2SA for all WorkflowMax users. For our Australian customers 2SA will be mandatory, but 2SA, 2FA, MFA (two-factor or multi-factor authentication) or 2SV (two-step verification) all add another layer of security that makes it significantly harder for someone to get access to ... Comparisons. Alternatives. Projectworks has 92 reviews and a rating of 4.67 / 5 stars vs WorkflowMax which has 120 reviews and a rating of 4.3 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Projectworks. For more in-depth help & understanding of what you can do in WorkflowMax, try our course series on Setting up your Account, Maximise using WorkflowMax, Developing Custom Print Templates, and Invoicing and Financial. Browse all WorkflowMax tutorial videos covering everything from set up, client, staff and job management, reporting and …WorkflowMax and SyncHub. SyncHub frees your WorkflowMax data so that you can build the dashboards and analytics required to truly drive your business. Our sync will pull your raw WorkflowMax data into your own secure data warehouse. Then you simply connect your reporting tool of choice to build whatever reports you like.Start your 14-day free trial with WorkflowMax by BlueRock. Brand new product 24/7 Support No contracts Cancel anytime. Start free trial See all features Pricing plans. Book a demo with our team today! We'd love to spend time with you and show you all the great things about WorkflowMax by BlueRock. Xero is retiring its WorkflowMax product on 26 June 2024. You should export your data from WorkflowMax before it's retired. Learn about alternative job and project management solutions, and about migrating your WorkflowMax data. Xero partners will keep their partner points attributed to WorkflowMax accounts as at 22 March 2023 until WorkflowMax ... Welcome! Welcome to this self-paced course on the full range of WorkflowMax reporting features! This course is designed to show you how to get the most useful insights into the data you've stored in your WorkflowMax account. It will take you about 1—2 hours to complete this course, including the practical exercises at the end of each lesson.The following C# code sample shows a generic method for invoking the WorkflowMax API. protected XmlDocument Invoke(string xml, string url, string method) XmlDocument result = null;The Essential Guide to Project Management. 1. The Essential Guide to Project Management Planning. Projects (big or small) can be daunting and this is the reason why having a project plan is so critical before diving in head first. Abraham Lincoln once said; “To cut down a tree in five minutes spend three minutes sharpening your axe ...WELLINGTON — 23 March 2023 — Xero, the global small business platform, has today announced it will retire project management software WorkflowMax and has signed an agreement with tech-led business advisory firm, BlueRock, to acquire the WorkflowMax brand.BlueRock has commenced plans to offer a new WorkflowMax product, …WorkflowMax, a Xero product | 3,580 followers on LinkedIn. Run projects from beginning to end with WorkflowMax and get a much better picture of your people, process and profits! | Loved by over ...WorkflowMax give you many ways to organise your clients better. Client types are used to specify payment terms or markup percentages. Simply give your client type a descriptive name like 'Gold', 'Platinum', 'Standard' or whatever you like, define the terms and assign the client type to the relevant clients.Add a document to a client. POST addrelationship. Add a relationship between clients (Practice Manager only) POST updaterelationship. Update the relationship details between clients (Practice Manager only) POST deleterelationship. Delete the relationship between clients (Practice Manager only)WorkflowMax, a Xero product | 3,580 followers on LinkedIn. Run projects from beginning to end with WorkflowMax and get a much better picture of your people, process and profits! | Loved by over ... We’ve been working hard to bring you the new ‘Folders on invoices’ functionality, which will let you invoice based on the folders you’ve created on yo…. The WorkflowMax blog is packed with business, management and marketing tips for creative agencies, engineers, architects, IT services and other service-based businesses. WorkflowMax; Progressively invoice amounts against a total project estimate, actual time and expenses, or a mixture of both. Track estimate to actual for tasks and expenses: Progressively invoice $ values against quoted phases or task and cost level or % of total amount quoted.Grow Your Architectural Practice Using Technology. Use WorkflowMax to maximise your growth as an Architectural Practice. The Small Business Guide to Getting Paid ... Faster. Avoid becoming the financier of your own client work, and get the cash you’ve earned into your bank account.Your staff can then enter time against the appropriate non-billable task, on the internal job. To set up the internal job that your staff will record non-billable time against, complete the following tasks: 1. Set up your own organisation as a client. Go to the Client Manager and set up your own organisation as a client.Andrew Solley is the Marketing Coordinator for WorkflowMax. Having worked as an Account Manager for WorkflowMax previously, he has a good understanding of the product and our customers. Growing up with several family members running their own project based businesses, it was only natural for Andrew to be involved in Project Management. WorkflowMax’s custom print invoice template functionality affords you maximum flexibility as to how you present your invoices to your clients. From a simple online invoice to a very detailed one that includes timesheet notes, timesheet dates, employee name, billable rates and amounts - WorkflowMax can do it all. WorkflowMax (WFM) is Xero-owned project management software, designed to help small to medium organisations with their business operations and job management needs. It's also highly configurable, so you can set it up to closely match your organisation’s needs. For help with using WFM, the WorkflowMax Support Centre provides comprehensive ... To celebrate our 10 year anniversary we asked Joanna Bellis – the very first WorkflowMax employee, and our most experienced team member – to discuss her 10 favourite features of the software. From custom reports to staff allocation, find out about some of the powerful capability that makes WorkflowMax such an amazing platform for your business. WorkflowMax Alternatives To Consider. Now, let’s explore them in detail. 1. Scoro. Scoro is an all-in-one work management tool built for creative agencies, consultancies, and other professional service businesses. You can easily track the progress of projects individually or across the entire portfolio.Overview. Xero is retiring its WorkflowMax product on 26 June 2024. You should export your data from WorkflowMax before it's retired. Learn about alternative job and project …We would like to show you a description here but the site won’t allow us.Xero announces future plans for WorkflowMax. After much consideration Xero has decided to retire WorkflowMax on 26 June 2024. This means from this date WorkflowMax will no longer be available. And, from today (23 March 2023), no new WorkflowMax trials will be able to be started. As much as we’d love to focus all our efforts on WorkflowMax ...Once purchase orders are receipted into WorkflowMax they are automatically transferred across to Xero. This saves time in having to load all of the Supplier invoice detail into Xero for each invoice received. The costs of these supplier invoices are also tracked against each of the jobs to record the correct level of project profitability.
WorkflowMax. Your login experience is changing on the WorkflowMax mobile app. To continue to deliver best practice security standards for all Xero products, from today 17 September, if you're using the WorkflowMax mobile app, you'll be promoted to re authenticate and reset your preferred login method e.g. face recognition, pin or manual.. How to print on envelopes
Currently, if you’ve chosen to integrate your WorkflowMax account with Xero, you can set up recurring invoices in Xero and import these manually into recurring jobs in WorkflowMax. If you upgrade to WorkflowMax Premium, as long as the references match up, invoices can automatically flow back from Xero to the respective jobs.On demand. with Ryan Kagan, Head of Growth and partnerships. Watch the on-demand demo and discover the comprehensive power of WorkflowMax by BlueRock. Presented by our expert team, this video showcases end-to-end functionality, intuitive design, and streamlined operations for partners. PRODUCT WALKTHROUGH Watch now. WorkflowMax is only going to get better for service-based industries because they are specialist to that particular type of software. When our business goes to that next level, and we have got more people out there doing project estimating, then I know there are those functionalities within WorkflowMax, and it’s something that we’re excited ... To celebrate our 10 year anniversary we asked Joanna Bellis – the very first WorkflowMax employee, and our most experienced team member – to discuss her 10 favourite features of the software. From custom reports to staff allocation, find out about some of the powerful capability that makes WorkflowMax such an amazing platform for your business.The following C# code sample shows a generic method for invoking the WorkflowMax API. protected XmlDocument Invoke(string xml, string url, string method) XmlDocument result = null;WorkflowMax is a Xero-owned product and we now provide a single sign on (SSO) for WorkflowMax and Xero. This gives an additional layer of security protection for your data by using the Xero login screen. To login to WorkflowMax: Navigate to your usual WorkflowMax login screen.We would like to show you a description here but the site won’t allow us.Asana. Scoro. Apptivo. ProWorkflow. Basecamp. Avaza. 1. Productive – A WorkflowMax Alternative for End-to-end Agency Management. Productive is an end-to-end agency management software that helps your agency …BlueRock Digital is a Melbourne-based digital consultancy that specialises in intelligent digital strategy, development, systems consulting, design and marketing. Our vision is to drive meaningful growth and efficiency for businesses through clever digital solutions. Our digital experts provide fast and effective cloud-based systems ... WorkflowMax by BlueRock is now live! As part of our commitment to providing you with the most efficient and user-friendly job management experience, we're thrilled to offer you a glimpse into the future of WorkflowMax. We're rolling out the core functionality of the platform so you can dive in, explore, and familiarise yourself with its new ... WorkflowMax is a cloud-based solution to manage your projects and jobs, track time and profitability, and integrate with Xero and other apps. Start a free trial and see why over 100,000 customers worldwide trust …WorkflowMax and BlueRock:A love story. At BlueRock, we’ve been one of the thousands of happy customers using Xero’s WorkflowMax over the years, so we know first hand the value it offers businesses like yours. In fact, we love it so much that we’ve acquired the brand and are rebuilding the product for you. We’re completely customer ...WorkflowMax is retiring in June 2024, and many users are seeking the best alternative with a Xero integration. Discover how to migrate from WorkflowMax and get personalized support. Features Pricing Integrations Partners Resources Login Get a Demo Free Trial Back Feature overview ... Scalable. pricing plans to. suit you and your business. Get all the benefits of an enterprise-grade system without having to pay thousands of dollars. No setup fees. No upfront costs. Pay based on team size, not per user, and save! Get 50% off your plan for 3 months when you buy WorkflowMax by BlueRock by 1 May 2024*. WorkflowMax alternatives. Projectworks. Projectworks is a platform built specifically for the professional services industry. It’s core features include resourcing, forecasting, invoicing, timesheets, leave tracking, expense management, project management, budget tracking, and reporting. Projectworks is also a leading Xero …Watch our video tutorials. The video library contains dozens of short, informative video tutorials that make it easy to learn more about how to set up, use and extend …WorkflowMax by BlueRock is officially live! Today you can start a free trial and migrate by 26 June 2024. Welcome to your new home for job management. The WorkflowMax Support Centre. New to WorkflowMax? Get started with WorkflowMax by setting up your free trial and more. Ready to go? Use WorkflowMax to discover the extensive standard features. Want more? Extend WorkflowMax to set up and use the powerful custom features. Need more detail? Just browse the Reference library for the information ... As a WorkflowMax by Xero alternative, WorkflowMax by BlueRock is being redesigned with you in mind. We’ve talked to thousands of customers and taken on all the feedback …Step 5: Costs. Costs are the disbursements that you often need to include in your jobs, and possibly on-charge to your clients. Regularly used cost items can be set up in the WorkflowMax Cost Admin database to allow you to quickly include standard costs for travel, materials, sub-contractors or other disbursements in any job.WorkflowMax provides more flexibility by giving you the option to choose between two forms of time entry: Time Duration and Start/Finish. The time duration time entry method requires staff to enter just one number - the actual number of hours/minutes worked against a particular task..