WorkflowMAX

Name: WorkflowMAX
Price: 8.33 USD
Author: WorkflowMAX

by WorkflowMAX

Free trial AndroidAPIiPhoneWeb

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What WorkflowMAX is

WorkflowMAX is a paid job-profitability system for professional services firms, covering quoting, job management, scheduling, time tracking, work-in-progress management, and invoicing. Job records can hold tasks, costs, time, and documents, while timesheets support eight entry methods. It offers recurring invoices, online payments, and multi-currency invoicing. Access is listed through web, iOS, Android, and an API, with mobile apps for managing jobs, entering time, and viewing tasks. Integrations include Xero, QuickBooks, HubSpot, Zapier, Airwallex, and Google Calendar, plus listed MCP connections for Claude, ChatGPT, Gemini, and Microsoft Copilot. Plans are charged per user per month, and each person who signs in needs a licence. Essentials costs $8.33 a month for 3–25 users; Pro costs $15 a month from five users; Advanced costs $25 a month from ten users. Annual starting pricing is $7.50/user/mo, and every plan includes a 14-day trial without a credit card.

Who it suits

WorkflowMAX suits professional services teams such as architects, engineers, designers, consultants, creative agencies, and construction businesses. It fits organizations needing job workflows, time capture, invoicing, integrations, and mobile access.

What it does well

Covers quoting through invoicing
Supports recurring and multi-currency invoices
Includes iOS and Android apps
Offers listed accounting and automation integrations
14-day trial requires no credit card

What to know first

No free plan
Every signing-in user needs a licence
Plans have minimum or capped user ranges
Annual starting price differs from monthly rates

Plans

Plan	Billed and limits	Price
Essentials	Monthly; $7.91 quarterly (Save 5%); $7.50 annual (Save 10%) per user · 3–25 users · Quoting · Jobs · Scheduling · Timesheets · Invoicing · Purchase orders · Xero/QuickBooks integration	$8.33 a month
Pro	Monthly; $14.25 quarterly (Save 5%); $13.50 annual (Save 10%) per user · From 5 users · Essentials features plus leads, quote variations, custom reporting, branded templates, and more invoicing, purchasing, and integration options	$15 a month
Advanced	Monthly; $23.75 quarterly (Save 5%); $22.50 annual (Save 10%) per user · From 10 users · Pro features plus capacity planning, individual WIP ledger management, automated and AI-powered reporting, and calendar sync	$25 a month

As workflowmax.com lists them, read 11 Oct 2026. The maker's own page has the final word.

Verdict

WorkflowMAX combines job operations, time tracking, work-in-progress management, and invoicing for professional services. Its three plans, integrations, mobile apps, and trial provide several access options, but user licensing and plan thresholds should be checked against team size.

Facts from WorkflowMAX's own pages

AI connections: The integrations page describes MCP connections for Claude, ChatGPT, Gemini, and Microsoft Copilot. · workflowmax.com, 11 Oct 2026
Billing: WorkflowMAX charges per user per month, and anyone who signs in needs a licence. · workflowmax.com, 11 Oct 2026
Core workflow: The product covers quoting, job management, time tracking, work-in-progress management, and invoicing. · workflowmax.com, 11 Oct 2026
Founded: 2007 · workflowmax.com, 28 Sept 2026
Free plan: No · workflowmax.com, 20 Sept 2026
Hosting and data location: The FAQ says customer data is hosted on Amazon Web Services in the Sydney, Australia region. · workflowmax.com, 11 Oct 2026
Industries: WorkflowMAX names architects, engineers and designers, business consultants, creative agencies, and building and construction as industries it serves. · workflowmax.com, 11 Oct 2026
Integrations: Listed integrations include Xero, QuickBooks, HubSpot, Zapier, Airwallex, and Google Calendar. · workflowmax.com, 11 Oct 2026
Job management: Users can create, assign, and track jobs with their tasks, costs, time, and documents in one record. · workflowmax.com, 11 Oct 2026
Mobile apps: Dedicated iOS and Android apps support managing jobs, entering time, and viewing tasks on the go. · workflowmax.com, 11 Oct 2026
Multi-currency invoicing: Yes · workflowmax.com, 20 Sept 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, 11 Oct 2026
Online payments: Yes · workflowmax.com, 20 Sept 2026
Privacy compliance: WorkflowMAX says it complies with the European Union's GDPR. · workflowmax.com, 11 Oct 2026
Product: WorkflowMAX describes itself as a job profitability operating system for professional services firms. · workflowmax.com, 11 Oct 2026
Recurring invoices: Yes · workflowmax.com, 20 Sept 2026
Security: WorkflowMAX says it stores private user data encrypted with AES 256-bit encryption. · workflowmax.com, 11 Oct 2026
Paid from: 7.5 · workflowmax.com, 20 Sept 2026
Support: The FAQ says all customers have access to 24/7 in-product support and a help centre. · workflowmax.com, 11 Oct 2026
Included team users: 25 · workflowmax.com, 20 Sept 2026
Time tracking: Timesheets can record time against jobs and tasks using eight different entry methods. · workflowmax.com, 11 Oct 2026
Trial: All plans include a 14-day free trial with full access to the chosen plan's features and no credit card required. · workflowmax.com, 11 Oct 2026