Platform expertise

WorkflowMax consulting, training and reporting.

Fifteen years working with WorkflowMax, for job-based businesses across New Zealand, Australia and beyond. Whether you're choosing it, fixing it, or finally getting real reporting out of it — this is specialist help, not general IT.

Where WorkflowMax businesses get stuck

WorkflowMax is capable software — most problems trace back to how it was set up and how consistently it's used. The patterns repeat:

Set up years ago, drifted ever since. Job categories that no longer match the business, old templates, workarounds that became the system.
Time goes in, nothing useful comes out. The team fills in timesheets religiously, but nobody could tell you which jobs made money last quarter.
Quotes and invoices look like the defaults. Your paperwork should carry your brand, not the software's.
Everyone uses it differently. Three staff, three ways of running a job — which makes every report a guess.
Moving on or moving in. Migrating to WorkflowMax, or weighing up whether it's still the right fit — an independent view before you commit either way.

The payoff: AI-assisted reporting from WorkflowMax

Your WorkflowMax account already holds years of quotes, timesheets, costs and invoices. Recent advances in AI make it easy and affordable to turn that into reporting you'll actually use — up to the moment, in plain English, in any format you want. For example:

Job profitability by client, job type or manager
Quoted versus actual time and cost
Work in progress and unbilled time
Invoice pipeline and debtor patterns
Where the team's time really goes
Jobs drifting past due date, graded by risk

WorkflowMax consulting, training and reporting.

Where WorkflowMax businesses get stuck

The payoff: AI-assisted reporting from WorkflowMax

Not sure which step you're stuck on?