---
description: Learn how WorkflowMax can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for WorkflowMax.
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title: WorkflowMax Reviews, Prices & Ratings | GetApp UK 2026
---

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# WorkflowMax

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> WorkflowMax lets you manage all your job management \&amp; project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking \&amp; costing, project management \&amp; reporting, invoicing, add-on integrations \&amp; more. If you run a service business \&amp; track your time, WorkflowMax is likely perfect for you\!
> 
> Verdict: Rated **4.3/5** by 123 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of WorkflowMax

WorkflowMax is the best-in-class job/workflow management software for your service business, trusted by 10,000+ businesses globally.&#10;&#10;1. All-in-one software - Most tools do one or two things and usually don’t integrate with each other. WorkflowMax’s suite of tools work together seamlessly, letting you focus on getting stuff done, not on cobbling together different tools.&#10;&#10;Leads, quotes, time tracking, job management, invoicing - WorkflowMax does it all. Enter your data once, and it follows you through the job right to the invoice stage.&#10;&#10;2. Access anywhere, anytime: The power of the cloud means you use WorkflowMax when and where it suits you. Your staff can track time on the client's site, or you can keep an eye on how jobs are progressing from your boat.&#10;&#10;3. WorkflowMax mobile app: Now it's even easier to manage your jobs on the go with the native iOS and Android apps. User-friendly and intuitive, you can use quick swipe gestures to work effortlessly from wherever you are.&#10;&#10;4. Complete transparency \&amp; visibility: Because all the data is real-time - you can see where every job in your business is at, who is doing what, and when you can schedule in more work. Use this data to give more accurate quotes and keep clients informed of progress.&#10;&#10;5. Powerful Reporting: With Reports, you can get actionable insights on your business. With a few clicks you can find out the net profitability on any job, or which invoices are still outstanding.&#10;&#10;6. Xero owned \&amp; integrated: WorkflowMax integrates with Xero accounting - providing a beautiful, seamless software solution you can trust. Invoices, purchase orders and other information flow seamlessly between Xero and WorkflowMax, helping you to get paid faster and giving you a complete business solution.&#10;&#10;6. Integration with over 30 Add-ons: WorkflowMax integrates with more than just Xero. Using WorkflowMax as the core of your business, you can integrate it with your accounting, payroll, customer support, staff scheduling and other add-on solutions.&#10;&#10;No more messy spreadsheets, no more lost files, no more undercharging. WorkflowMax gives you control of your business with just the push of a button.&#10;&#10;There's so much more to WorkflowMax - and it’s easy to get started with a free trial.&#10;&#10;Start changing the way you do business.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 123 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support | 4.1/5 | Based on overall reviews |
| Value for Money | 4.1/5 | Based on overall reviews |
| Features | 3.8/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: BlueRock
- **Location**: Melbourne, Australia

## Commercial Context

- **Starting Price**: A$36.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: Standard from AUD$36/month&#10;Premium from AUD$97/month&#10;Advanced - Contact Us&#10;&#10;Add WorkflowMax's Lead Manager (CRM) module for $19 extra per month.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, China, Germany, India, Japan, New Zealand, United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Assignment Management
- Automated Quoting
- Automatic Backup
- Billing & Invoicing
- Billing Portal
- Budget Management
- Budgeting/Forecasting
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Contact Database
- Contact Management

## Integrations (14 total)

- Box
- Deputy
- Dext
- Dropbox
- Exsalerate CRM
- Freshdesk
- Google Drive
- HubSpot CRM
- HubSpot Marketing Hub
- MYOB Business
- Salesforce Sales Cloud
- Spotlight Reporting
- Xero
- Zendesk Suite

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Scheduling Software](https://www.getapp.co.uk/directory/233/scheduling/software)

## Related Categories

- [Scheduling Software](https://www.getapp.co.uk/directory/233/scheduling/software)
- [Billing and Invoicing Software](https://www.getapp.co.uk/directory/240/billing-invoicing/software)
- [Field Service Management Software](https://www.getapp.co.uk/directory/255/field-service-management/software)
- [Time and Expense Software](https://www.getapp.co.uk/directory/264/time-tracking-expense/software)
- [Project Management Software](https://www.getapp.co.uk/directory/332/project-management/software)

## Alternatives

1. [Xero](https://www.getapp.co.uk/software/1671/xero) — 4.4/5 (3330 reviews)
2. [QuickBooks Online](https://www.getapp.co.uk/software/20428/quickbooks-online) — 4.3/5 (8543 reviews)
3. [Abby](https://www.getapp.co.uk/software/2062487/abby) — 4.7/5 (604 reviews)
4. [Jobber](https://www.getapp.co.uk/software/90723/jobber) — 4.6/5 (1487 reviews)
5. [NetSuite](https://www.getapp.co.uk/software/9137/netsuite) — 4.2/5 (2077 reviews)

## Reviews

### "Outstanding Workflowmax\!" — 5.0/5

> **Jillian** | *23 February 2015*
> 
> **Pros**: Workflowmax is very easy to use. Their helpdesk is awesome, and always friendly. The layout of the invoices is really clean and tidy.
> 
> **Cons**: There are none with this product.
> 
> I am a director of a PR firm which has a range of financial and rural company clients. I have almost been with Workflowmax from its formation - before Xero acquired the business\! Workflowmax is a very easy product to use and has continued to innovate and add more features with ease.  Despite being part of a big company it still operates like a small one - whenever you email them to ask a question they respond right away. I would highly recommend any PR consultancy or consultancy based business to consider using Workflowmax.

-----

### "Our most recommended Workflow management app" — 5.0/5

> **Verified Reviewer** | *4 May 2016*
> 
> **Pros**: \* Flexible and extensive feature set that can manage most business processes&#13;&#10;&#13;&#10;\* General ease of use - while there are some traps for beginners, these are understable given the depth of features available&#13;&#10;&#13;&#10;\* It's a Xero company, and benefits from the association in terms of a strong integration, customer support standards, and ongoing development&#13;&#10;&#13;&#10;\* Pricing is excellent and suits a range of businesses from small operators through to large enterprises&#13;&#10;&#13;&#10;\* Significant job and task templating abilities allow multiple activity streams to be systematised within one application&#13;&#10;&#13;&#10;\* Powerful reporting engine with the ability to extend with custom reports
> 
> **Cons**: \* Retentions and variations can be difficult to manage for construction companies&#13;&#10;&#13;&#10;\* Inventory management is non-existent, which while understandable in a workflow management app does limit use for service-based firms that also provide product&#13;&#10;&#13;&#10;\* The mobile app could do with further extensions to the range of features available &#13;&#10;&#13;&#10;\* If you are looking for a fully featured CRM that you need to integrate with a email marketing system (like Mailchimp) you may need to use a standalone app
> 
> In our role as cloud app integrators and implementation experts, WorkflowMax is an essential app in Link Solutions' toolkit. We recommend it over and above any other workflow management app, and use it daily within our own business.&#10;&#10;The depth of features is significant and can be easily adapted to suit most business processes. The flow from lead management right through delivery and then to invoicing saves countless hours of administration and can deliver significant improvements to service delivery.&#10;&#10;Being a Xero company, the integration with Xero is understandably robust and extensive, and other useful add-on integrations are available. For example, at Link, we use Zendesk to manage our support tickets, and we're able to track our time in Zendesk and have this flow through to WorkflowMax timesheets with associated notes for reporting and billing.      &#10;&#10;Put simply, we think WorkflowMax is a great system that offers exceptional value for money.

-----

### "Workflow max review" — 5.0/5

> **Verified Reviewer** | *8 April 2022* | Accounting | Recommendation rating: 9.0/10
> 
> **Pros**: Ease of use day to day, product updates regularly
> 
> **Cons**: The report Centre can be difficult to access as in building reports
> 
> Great, would recommend

-----

### "Useful for project costing for an SME" — 4.0/5

> **Verified Reviewer** | *7 January 2019* | Management Consulting | Recommendation rating: 8.0/10
> 
> **Pros**: The phone app makes it easy to enter time, wherever you are, and the admins can see easily who has completed and submitted time and who hasn't.
> 
> **Cons**: The reports aren't as customisable as we'd like - you can see that it's built from database fields from different tables, but only certain combinations of fields are available and it takes a while to work out which basic report is the one you need.&#10;There are no 'sub jobs' or cost categories, so we need to use subfolders to categorise costs, or separate out project phases, which is a bit clunky.
> 
> Using an app to enter hours saves us time - we are a small company so a large ERP system isn't appropriate.  Workflow Max isn't perfect, but it does what we need - let's us do project costing relatively easily while integrating with the accounts system we use.  There are lots of 'help' videos easily found to show you how to do things.

-----

### "Great product, such a timesaver" — 5.0/5

> **Verified Reviewer** | *11 August 2014* | Marketing & Advertising
> 
> As the director of Threerooms, a graphic design agency in Nottingham, UK - I was watching my company struggle to grow because the admin demands were becoming overwhelming. We used to have job bags and job sheets, keep the record of time spent on paper — thats just seem like a historic way of doing things.&#13;&#10;&#13;&#10;But since we implemented WorkflowMax, it’s been smooth sailing. We use WorkflowMax to manage all of our projects from the start to the finish. The great thing about WorkflowMax is that everything is integrated into one package. I can deal with the quoting part of the process, through to actually managing of the project, managing time, budgets and then move through to purchase orders and invoices -- everything in one system.&#13;&#10;&#13;&#10;Because everything is integrated in one system, I can convert a quote into a live job by just pressing one button. When the job is complete — we can just turn it into an invoice, again just at a click of a button, and then seamlessly pushes the invoice into our accounting software Xero. &#13;&#10;&#13;&#10;The integration with Xero is just brilliant really. Being able to just seamlessly push sales and supplier invoices straight out of workflowmax into xero is excellent. It gives us a great overall solution for the business. Together, WorkflowMax \&amp; Xero must have saved us thousands and thousands of pounds. &#13;&#10;&#13;&#10;As a business owner, there is so much to think about — I think WorkflowMax has really given me the ability to hand over some of those responsibilities to my staff. They can use WorkflowMax to manage the project independently without any input from myself. Its given me time to work on the business rather than in the business,  which is what every sort of manager really wants.

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