WorkflowMAX Reviews & Product Details

WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability.

Product Website

Seller

WorkflowMAX

Discussions

WorkflowMAX Community

Languages Supported

English

Overview by

Ryan Kagan

Pricing

Pricing provided by WorkflowMAX.

STANDARD

Starting at $25.00

Per Month

View More Pricing Information

WorkflowMAX Integrations

(14)

Verified by WorkflowMAX

WorkflowMAX Media

WorkflowMAX Demo - Welcome to WorkflowMax

Boost your profitability and performance. Do it all from anywhere – quotes, jobs, scheduling, time tracking, invoicing, reporting, and more.

WorkflowMAX Demo - Stay in control of your job management

Track and record all aspects of your jobs, from resources and time to costs and profitability. Experience seamless workflow management and gain valuable insights through reporting.

WorkflowMAX Demo - Online lead and sales management

Never miss winning a customer again with WorkflowMax's online lead management software. Track every step in your sales pipeline all from one place.

WorkflowMAX Demo - Simplify your billing with online invoicing software

Get paid faster with customised invoices. Enjoy the integration between job, time and cost tracking with a seamless data flow into Xero and QuickBooks for end-to-end efficiency.

WorkflowMAX Demo - The easy way to track employee time

Effortlessly convert time into revenue with our advanced time tracking software. Capture every billable second accurately and never miss an opportunity to maximise your earnings.

Official Downloads

(1)

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Job Profitability Checklist

WorkflowMAX Reviews (58)

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nam.bui@nzier.org.nz B.

Economist

Small-Business (50 or fewer emp.)

1/12/2026

"Outstanding Experience with No Drawbacks"

5/5

What do you like best about WorkflowMAX?

What I like most about WorkflowMax is how central it is to my everyday work. I use it every working day to track my time and manage my time budgets across the various projects I am involved in. The system makes it easy to see where my time is going and to stay accountable to project budgets.

I also value the range of features available for time and job tracking, particularly the ability to clearly distinguish between billable and non-billable hours. Being able to see how many hours I have spent on billable work is especially useful for managing workloads and supporting accurate invoicing and reporting. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

Not anything I can think of, so I guess there is none. Review collected by and hosted on G2.com.

What problems is WorkflowMAX solving and how is that benefiting you?

WorkflowMAX solves the problem of accurately tracking time and managing project budgets across multiple jobs and activities. By providing a single system to record time against projects, it reduces the risk of under- or over-reporting hours and improves visibility over how time is allocated.

For me, this means I can easily monitor my time budgets, understand how much effort is being spent on each project, and clearly distinguish between billable and non-billable work. This supports better workload management, improves accountability, and ensures that billable time is captured accurately for reporting and invoicing purposes. It serves me well in keeping my annual KPI on track. Review collected by and hosted on G2.com.

Verified User in Graphic Design

Mid-Market (51-1000 emp.)

11/28/2025

"Perfect for Creative Studios: Easy Reporting and Seamless Xero Integration"

5/5

What do you like best about WorkflowMAX?

We've been working with WorkflowMax since we started up about 10 years ago. We're a creative studio and the app works well for us. Time recording and job reporting are all easy to use and the Xero interface works well. We tend to do fixed price jobs so some of the time billing features are superfluous for us. The report design feature has been particularly helpful. The only thing missing for us is multi-currency billing. That would be a big ask, but would make this a five star app. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

The only thing missing for us is multi-currency billing. Review collected by and hosted on G2.com.

Phil H.

Creative Operations

Small-Business (50 or fewer emp.)

7/22/2025

Guest users or non-business users of the software, not included in G2 scores.

"WorkflowMax Review"

5/5

What do you like best about WorkflowMAX?

We've been using WorkflowMax primarily to create estimates and quotes for our projects, and it's made a noticeable difference in how efficiently we're able to manage that part of our workflow. The system is intuitive and flexible, which is important for the type of work we do.

We're currently in the process of setting up the scheduling functionality, and we're optimistic about how it will further streamline our operations. The built-in training resources, especially the user videos, have been incredibly helpful—clear, concise, and easy to follow, making the onboarding process much smoother for our team.

Overall, WorkflowMax has been a solid addition to our business toolset, and we're looking forward to exploring more of its features as we grow. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

We haven’t encountered any dislikes so far, WorkflowMax has met our needs well and continues to be a reliable tool for our business. Review collected by and hosted on G2.com.

Linda T.

Principal Solicitor

Small-Business (50 or fewer emp.)

8/12/2025

"Easy to use, never a problem"

5/5

What do you like best about WorkflowMAX?

WorkflowMax is great because I can use it myself without hiring an expert or consultant. It is so intuitive that even I--someone with no accounting background--can use it successfully and easily. My bills are out on time and accurate. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

Hard to think of anything. I'm just very pleased Review collected by and hosted on G2.com.

What problems is WorkflowMAX solving and how is that benefiting you?

Before WFM I had to maintain timesheets and put them all together at month's end for timely billing. This meant I had to hire someone to do this for me. Now, I simply enter my time as I work (as I always had done) and at month's end, I push a few buttons, review my draft bill and we're away!! What used to take a few hours is now over with in less than an hour. When you're billing by the hour, that's a win Review collected by and hosted on G2.com.

Chris C.

Archi-Tech

Small-Business (50 or fewer emp.)

7/29/2025

"Convenient to use"

4.5/5

What do you like best about WorkflowMAX?

I love the way we can track the hours we spend on each project and the ease of use. There might be space for improvements to make it more convenient though. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

The only thing I do not like is that we have to manually enter the next time we started another project on the same day. This causes some times spent on a project to double up.

It would be really convenient and efficient if you guys could program it so that the next project we enter can automatically start from the end (time) of the last project.

For example, if we ended a project at 13:00, the next project can automatically start at 13:00, without the need for us to enter this time again. Review collected by and hosted on G2.com.

Christine S.

Accounts Administrator

Small-Business (50 or fewer emp.)

8/26/2025

"New and Improved WFM"

5/5

What do you like best about WorkflowMAX?

This job management platform is easy to use and manage . Seamless integration with Xero for easy accounting. Nice that they tried to incorporate things that worked from the old WFM. We were originally WFM users and migrated to WFM by BlueRock. Some initial teething issues were always promptly resolved. It is now definitely an improvement on the original and offers better features and updates but still with the great support. This is user friendly product. I recommend. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

I don't like that when you go back to the previous screen you were on you loose your place, for instance clicking into a job to check something and then going back and having to scroll again to that job number... Review collected by and hosted on G2.com.

David N.

12/15/2025

"Simplifies Invoicing and Time-Tracking for Consultancies"

4.5/5

What do you like best about WorkflowMAX?

I really like that WorkflowMax is simple and straightforward to use. Another thing I appreciate is the good integration with Xero, which saves time by avoiding unnecessary repetition. The integration with Zapier also allows a direct connection to our ISO9001 quality management system. Additionally, the reports are good and they help me keep the important aspects of my business under review. Setting it up was all very straightforward too. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

I think the ability to attach files to costs would be great. Review collected by and hosted on G2.com.

Response from David Oliver of WorkflowMAX

edit

Thank you so much for the amazing review David! We are so happy you find WorkflowMax easy to use. That's exactly what we were aiming to achieve.

I'm glad that our integrations with Xero and Zapier are helping to streamline your processes and save you time.

I really appreciate your feedback regarding attaching documents to costs. I will add your comments to our internal discussion regarding future developments.

Thanks again for supporting WorkflowMax!

Anna A.

Company Director

Small-Business (50 or fewer emp.)

6/25/2025

"Excellent Upgrade & Transition"

4.5/5

What do you like best about WorkflowMAX?

We've been using Workflow Max for many years now and the new version revamped by BlueRock has been terrific. They've kept all the functionality we love and gone several levels higher to improve the whole program. It's the backbone of our projects and we really appreciate how much thought has gone into this new and improved version. The transition itself was seamless and when we had questions Customer Support was very responsive. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

The main area for improvement would be simpler ways to invoice jobs that already have approved estimates but costs and time have gone over. Capturing that info without having to re-estimate to bill ongoing jobs would be amazing. Review collected by and hosted on G2.com.

Barney S.

1/14/2026

"Effortless Data Management with WorkflowMax"

5/5

What do you like best about WorkflowMAX?

I find WorkflowMax easy to use for entering data and extracting information. The visual representation of data in graphs is another aspect I particularly like. The initial setup was very easy as I just had to log into the new version. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

nothing Review collected by and hosted on G2.com.

Glen K.

Managing Director

Small-Business (50 or fewer emp.)

9/3/2025

"Our trusted Agency partner"

5/5

What do you like best about WorkflowMAX?

WorkflowMax has been used at the heart of our Marketing & Design agency, Cavalry, for many years now. We would be lost without it.

It's so easy to use, intuitive, and it keeps getting better with the ongoing mods and support. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

Was some little things when it migrated away from Xero - but they were resolved quickly and it's now very good. No issues with it. Review collected by and hosted on G2.com.