6 reasons you need WorkflowMax

Jun 07, 2016

WorkflowMaxTropical Business Solutions is a certified WorkflowMax advisor; and we have used it internally since 2012 as our own job management system.

After all that time and experience with the software, we can boil it down to these 6 main reasons why you should also use WorkflowMax for your task & job management within your business.

6 Main Reasons why your business should use WorkflowMax

1 - WorkflowMax is all in one software

  • Leads
  • Quotes
  • Time Tracking
  • Job Management
  • Invoicing

Enter data once, and it follows you always from lead right through to invoice stage.

2 – Access anywhere, anytime

WorkflowMax is Cloud Based – meaning you can access it from anywhere at any time. Your staff can also access it from anywhere as well – meaning you don’t all need to be in the same office to work as a team.

3 – Transparency & Visibility

All data is real time, so you can see where every job in your business is at, who is doing what, and when you can schedule in more work.

4 – Powerful Reporting

You can get impressive insights on your business with custom reports and inbuilt WIP reports within WorkflowMax. This is one of the more dramatic improvements a business finds when moving to this style of software – smarter information about their business for better management decisions.

5 – Xero Owned & Integrated

WorkflowMax is owned by Xero (Another company we have a great partnership with – Silver Grade Partnership in fact) – and so all data in WorkflowMax sync’s seamlessly to Xero.

6 – Integration

WorkflowMax integrates with heaps of other add on’s to enhance your business further. An example of this is we have integrations between the Tropical Cloud Desktop and WorkflowMax for easy file management with staff and jobs.

Ready for the next step?

If you are interested contact us and we can setup a meeting to look at a custom deployment and setup plan for your business – including custom forms, training, reports, and overall customisation of WorkflowMax to your business. Give us a call now on 08 8922 0000.

Category: Technology

Daniel Ladlow


Director at Tropical Business Solutions