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The WorkflowMax Works.

Visibility and Control over your Job-based Business.

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Empower & trust your team with centralised job management, get better control over job profitability and performance.

Get ready for a game-changer! WorkflowMax is packed with tools to help maximise your profit, spend more time on what matters  and less admin time managing jobs at scale.

With better insights, the ability to hold the team accountable on their jobs and a great user experience, you can easily track work end to end from leads, quotes, jobs, purchasing, timesheets, invoicing through to Xero, and of course reporting on the metrics that actually move the needle for a job-based business, whether you complete fixed-price, time-based billing or a hybrid of the two!

Our WorkflowMax Services Packages:

1. Existing WFM by Xero customer?  Start with our WorkflowMax Health Check & 2024 Blueprint, which includes a complementary strategy call with a WFM expert.  
2. Larger business with more than 30 staff, dealing with complex, specific scenarios and ready to work with a partner over the journey?  Please check out our 'WFM in 4' package.

Anything else that doesn't fit these packages exactly?  Please get in touch via our form below and we'll set up time for a chat.
WFM Package 1

Package 1: WFM Health Check

Package 1: WFM Health Check

Your Personalised Job Management Health Check & 'Manage Jobs @ Scale Profitable Progress Planner' Workbook
WFM Package 2

Package 2: WFM in 4 Premium Relaunch

Package 2: WFM in 4 Premium Relaunch

6x Strategy & Design Workshops

4x Live Tailored Training for Teams

Solution Design, Templates & Reports

Do-it-with-you Migration

Have a project in mind?

AQ Shop - Products (410 x 275 px)

Let's have a chat about you and WorkflowMax.

What our customers have to say

"Josh has been an invaluable asset to myself and the I.M.A team in understanding WorkflowMax. Josh was assigned as our implementation partner in 2021 and assisted with the variables in our initial setup. More recently, Josh has worked with my team in really understanding the nuances of the software. His insights and expertise have greatly assisted us to not only streamline parts of our workflow, but also on the fly troubleshoot and brainstorm some of our specific challenges. Josh is a fantastic asset to any company he consults with and personally, I’m grateful we’ve been able to tap into Josh’s expertise."

Laura Tesluk | General Manager
IMAB2B | WorkflowMax Support

"I engaged Josh and his team to support my small business to implement WorkflowMax, with the goal of gaining better project and financial management. Over a series of workshops, Josh took me through every step of implementation and helped me to maximise the set up to gain the most insights possible. Josh knew WFM inside and out, and shared valuable suggestions at every step. I will engage Josh again as our needs change and happily recommend his work to others needing similar support."

Melinda Oliver | Content Specialist
Oliver Content | WorkflowMax Advisory and Support

"I highly recommend Josh, he's been unbelievably good to deal with for during our WorkflowMax implementation process. His implementation sessions are really well planned, informative and we never felt like we were being rushed. His knowledge of WorkflowMax is second to none and has put us in a position to really take our business forward using this great product."

David Aquilina | General Manager
Selective Switchboards | WorkflowMax 'Build It With You'

"Joshua helped us implement WorflowMax and Asana for Atlantis Health. His approach was simple and focused. Every workshop he ran was to the point and left us with clear actions to take. I learn a lot from how he runs sessions, particularly how he uses tools such as Asana to drive conversations and keep everyone accountable. Joshua is an excellent trainer and consultant. But you have to put in the work to be successful in your project. He will help you find the answers to the most challenging questions, but ultimately, you are responsible for your business and have to do your homework.In summary, I highly recommend Joshua. He is an exceptional professional who brings strategic thinking and is easy to work with."

Pablo Matamoros | Digital Platforms Consultant
Atlantis Health | WorkflowMax and Asana Support

"We implemented WorkflowMax in our company to assist with business administration and project management. Josh understood our needs and taught us the capability, demonstrated the practical aspects in live situations and was on hand to help us! Thank you Josh! "

Jenny Rudolph | Chief Executive Officer
Gyde Consulting | WorkflowMax Relaunch Advisory and Support