Export employee's timesheet hours to Xero Payroll (UK Xero accounts)
Easily issue credit notes for sales invoices and PO bills, and track them alongside your existing...
Read More
Advanced users can now log in using federated credentials, streamlining access and improving secu...
Read More
Set a custom rate on quotes to tailor your pricing for each job or client.
Keep jobs moving smoothly with approval workflows - get the right sign-off before work starts...
Read More
Support for combining estimated and actual billing within a single quote or invoice, giving you more...
Read More
More powerful and flexible custom fields that let you capture additional job, client, and workflow d...
Read More
The ability to make controlled edits to issued invoices, helping you correct mistakes or update deta...
Read More
Allocate and optimise staff assignments to tasks, enhancing productivity and resource management....
Read More
Improved tools for capturing and managing variations throughout the quoting and invoicing process...
Read More
Unlock new possibilities with AI in WorkflowMax
The timesheet approval workflow allows staff to submit timesheets for review, and managers to app...
Read More
Create visual reports (bar, pie, and line graphs) to track your company’s performance at a glance...
Read More
New ways to easily track your job’s profit at a glance, with accessible reporting and widgets surfac...
Read More
The Microsoft Sharepoint and WorkflowMax integration allows users to seamlessly link client folders...
Read More
Greater flexibility to view and manage individual WIP ledger entries within a job, giving you more c...
Read More
Our V2 API will be a modern, JSON-based API that brings several enhancements, including a more re...
Read More
Allowing users to automate workflows by connecting WorkflowMax to other apps, enabling automatic...
Read More
Ability to easily record and manage transactions in multiple currencies, simplifying internationa...
Read More
This will allow you to sync invoices, payments, and other key financial data seamlessly between t...
Read More
Create monthly summaries to track your company’s performance at a glance.
See your work at a glance with Kanban board view. Drag and drop jobs or tasks to keep everything...
Read More
Get the insights you need, when you need them.
Invoice for a chosen percentage of your job or quote, so your billing matches your progress.
A streamlined connection between your calendar and timesheets, helping you log time more easily base...
Read More
Core functionality including login, registration, forgotten password and multi-factor authenticat...
Read More
Set up custom fields and configure essential settings, allowing WorkflowMax to align with unique wor...
Read More
The ability for UK businesses to produce quotes or invoices within WorkflowMax and push them to Xero...
Read More
Ability to import the following objects including custom field data:
- Clients
- Suppliers
- Tasks
-...
Read More
The ability to update costs from an imported CSV
Ability to automatically receive an email notification for the following events:
- Assigned to Job
-...
Read More
Ability to automatically receive an email notification for the following events:
- New Job
- Job Sta...
Read More
Ability to automatically receive an email notification for the following events:
- Job Due Dat...
Read More
Ability to import the following objects including custom field data:
- Clients/Suppliers Conta...
Read More
Ability to export account data
Ability to export account data
Ability to print the following:
- System Default - Invoice
- System Default - Invoice Statement
- Sy...
Read More
Ability to generate the following standard reports:
- Job Status Report
- Staff Allocation...
Read More
Ability to print the following:
- Invoice
- Invoice Statement
- Quote
- Purchase Order
- Job Brief...
Read More
Ability to email the following:
- Quote
- Invoice
- Invoice Statement
- Purchase Order
- Documents s...
Read More
Ability to email client contact(s) from the job via. local email client (e.g. Microsoft Outlook)
Control access levels for different roles, ensuring that team members only see and interact with fea...
Read More
The following widgets can be added to the dashboard: - My Productivity Summary - My Tasks - My Qu...
Read More
Ability to create the following from the dashboard:
- Timesheet
- Weekly Timesheet
- Job Cost
- Lead...
Read More
Ability to manage timesheets via. the timesheet widget in the header
Ability to search for key objects via. global search in the header
Core functionality to organise and manage client information in one centralised location, with easy...
Read More
Ability to associate a contact with multiple client companies
Maintain a structured record of suppliers, simplifying procurement by linking suppliers to jobs and...
Read More
Core functionality to track potential clients and monitor the sales pipeline from initial contact to...
Read More
Core functionality
Ability to record data in custom fields on quotes and populate these on custom print templates
Ability to mark tasks as optional when preparing a quote
Core functionality to oversee all jobs, manage job details, and monitor progress to ensure projects...
Read More
Ability to see and manage a consolidated list of job tasks
Ability to manage job tasks on a Gantt chart by job or assigned staff
Release date:
- Ja...
Read More
Core functionality to log and track time entries for projects, enabling accurate billing and time ma...
Read More
Ability to allocate and apply time credits to specific jobs, providing flexibility in billing for ti...
Read More
Core functionality to generate, manage, and track invoices for completed work, facilitating timely c...
Read More
Core functionality to track work-in-progress to understand job costs, aiding in financial tracking a...
Read More
Ability to view WIP manager and a breakdown of WIP balances by job at a particular date
Core functionality to manage purchase orders, linking them to specific jobs and suppliers to streaml...
Read More
Ability to manage stock receiving of items on purchase orders independently to billing of those item...
Read More
Ability to generate the following standard reports:
- Aged Balance Report
- Billable Time R...
Read More
Ability to export standard reports to PDF
- Productivity Report
- KPI Dashboard
- Client & Contact
- Client Note
- Current Job
- Custom Client Rates
- Invoice
- Invoice (Cancelled)...
Read More
Ability to export custom reports to PDF
Ability to generate a custom report detailing:
- Purchase Receipts
- Purchase Receipt Items
Release...
Read More
Ability to edit the filters on a custom report whilst viewing it
Ability to email WorkflowMax and manually/automatically create notes/documents on jobs/quotes/leads/...
Read More
Access WorkflowMax on the go with a mobile app, allowing users to manage jobs, log time, and update...
Read More
Ability to edit custom fields on job tasks/job costs/timesheets
Release date: November 2024...
Read More
Replicating the WorkflowMax by Xero API V3 for ease of transition of existing integrations
The migration tool facilitates a smooth transition from WorkflowMax by Xero to WorkflowMax by BlueRo...
Read More
The Google Drive and WorkflowMax integration allows users to seamlessly link client folders and docu...
Read More
The Dropbox and WorkflowMax integration allows users to seamlessly link client folders and documents...
Read More
The Box and WorkflowMax integration allows users to seamlessly link client folders and documents in...
Read More
The SuiteFiles and WorkflowMax integration allows users to seamlessly link client folders and doc...
Read More
Ability to sync companies & contacts with HubSpot and automatically create a new job when a d...
Read More
Seamlessly integrate WorkflowMax with Xero to synchronise your client/supplier information and invoi...
Read More
Export employee's timesheet hours to Xero Payroll (AU Xero accounts)
Export employee's timesheet hours to Xero Payroll (NZ Xero accounts)
Release date: December...
Read More
Ability to import sales invoices from Xero to WorkflowMax
Seamlessly collect customer payments by offering a Pay Now option on WorkflowMax invoices that ca...
Read More
New options to cancel or delete bills, delete stock receipts, and revise issued purchase orders -...
Read More
Ability to edit the basic job information including custom fields
Release date: December 20...
Read More
Seamlessly collect customer payments by offering a Pay Now option on WorkflowMax invoices that ca...
Read More
Upgraded calendars in Job Manager and Lead Manager for better customisation and quicker access to...
Read More
Improved filtering across the app with dynamic options and full access to historical data, making...
Read More
More control over what you see - customise columns, toggle between saved filters, and tailor view...
Read More
Easily create new jobs on the go with the WorkflowMax mobile app - capture key details from the f...
Read More
Hover over the ‘eye’ icon to preview documents instantly - no downloads needed.
Read More
Pause your timer any time during a job to capture your hours accurately, without missing a moment...
Read More
Stay on top of jobs and deadlines with a calendar view right on your dashboard.
Easily find and organise jobs with advanced filters. Create, save, share views privately with sel...
Read More
Plan, assign, and track every job in one smart, visual schedule.
Enable filtering for Job WIP Balances and WIP Control Report
Provide a monthly summary layout for purchase order costs that groups and totals expenses by mont...
Read More
Add advanced invoice filters (date range, client, job, status, amount, reference, custom fields)...
Read More
Display upcoming and overdue leads on the main dashboard with name, client, date and value to hig...
Read More
Choose between calculated pricing or fixed pricing for new quotes to ensure consistent quoting be...
Read More
Added the ability to revise and edit an existing purchase order without having to delete and recr...
Read More
Send large custom report exports by email to the requesting user so heavy exports complete in the...
Read More
Added the ability to update jobs and admin tasks via the import function.
Added new print timesheets options (weekly summary), allowing users to select which columns to in...
Read More
Drag and drop a phase on the schedule to a new position, with changes applied to all tasks and mi...
Read More
When duplicating a job, include attached job documents so the new job contains the same files and...
Read More
Structured billing based on percentage-based milestones, making it easier to manage progress payment...
Read More
A new privilege that lets users view invoices without access to edit, create or send them. ...
Read More
Ability to sort the Job Report by Job Number when exported to PDF
Display the related job number next to each purchase order in the Supplier > PO list so you ca...
Read More
Merge field to show Task Subtotal and Cost Subtotal by phase.
Allow the job task/cost listing to include a clickable link to the job and a customisable task de...
Read More
Allow you to match and update existing client records during import (to avoid duplicates) and inc...
Read More
Allow you to match and update existing supplier records during import so you can avoid duplicates...
Read More
Give you access to advanced filtering when viewing WIP so you can slice and export work-in-progre...
Read More
Lets you exclude deleted staff from reports so your numbers reflect only active team members.
Let you show Profit % and Profit as columns in Job Cost, Quote Cost and Quote Task tables (job/qu...
Read More
Let you permit staff who are assigned to a job to log time against any task from Job Details >...
Read More
Disclaimer: This product roadmap is for information purposes only and designed to guide you on what is live and what is scheduled for development; it should not be considered a commitment or guarantee. Features and functionality are subject to change at WorkflowMax's discretion. Please note that everyday bug fixes, performance updates, and minor improvements may not be reflected on the roadmap. Make purchasing decisions based on what is currently available.