Skip to content
SPECIFICTION
Get listed

WorkflowMAX

workflowmax.com

From $8.33/mo Free trial WebiOSAndroidAPI
Visit workflowmax.com
Spec score 9.0 #11 of 84 in Invoicing software

What it is

WorkflowMAX is a job profitability operating system for professional services firms. It covers quoting, job management, scheduling, time tracking, work-in-progress management, and invoicing. A job record can contain tasks, costs, time, and documents, while timesheets record time against jobs and tasks through eight entry methods. The service supports recurring invoices, online payments, and multi-currency invoicing. Integrations include Xero, QuickBooks, HubSpot, Zapier, Airwallex, and Google Calendar, with MCP connections described for Claude, ChatGPT, Gemini, and Microsoft Copilot. Dedicated iOS and Android apps support job management, time entry, and task viewing; web and API access are also listed. Essentials costs $8.33 a month, billed monthly, for 3–25 users. Pro costs $15 a month from five users, and Advanced costs $25 a month from ten users. Annual rates are listed as 7.50, 13.50, and $22.50 per user per month respectively. All plans include a 14-day trial with full selected-plan access and no credit card. Anyone who signs in needs a licence.

Spec sheet

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

Plans and prices

Essentials $8.33 a month 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 Read 11 Oct 2026 · workflowmax.com
Pro $15 a month 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 Read 11 Oct 2026 · workflowmax.com
Advanced $25 a month 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 Read 11 Oct 2026 · workflowmax.com

Every WorkflowMAX plan and price →

Strong points and limits

Strong points

  • Quoting through invoicing in one workflow
  • Recurring and multi-currency invoices
  • Eight time-entry methods
  • iOS, Android, web, and API access
  • 14-day full-feature trial

Limits

  • No free plan
  • Every signed-in user needs a licence
  • Essentials limited to 3–25 users
  • Plans have different minimum user counts

Who it suits

WorkflowMAX suits architects, engineers, designers, consultants, creative agencies, and building and construction teams. It is aimed at firms managing jobs, time, profitability, and invoicing by user licence.

Verdict

WorkflowMAX brings job records, time capture, profitability workflows, and invoicing together for professional services. Plan choice depends on user minimums, billing term, and the additional reporting or planning features required.

Where Specifiction places it

Alternatives to WorkflowMAXAll alternatives →