WorkflowMax Setup and Implementation
Our Approach
Discovery calls and business analysis
Customize implementation plan
Your Organization Setup
One-on-one or group Xero training session
Supported by Xero Certified advisor
Ongoing support for your business
What our clients say
WorkflowMax Setup
WorkflowMax is cloud-based project management software that makes managing workload and time sheets easy. It can help you keep track of your prospects, monitor team productivity, capture every last billable minute and easily convert time sheets into Xero invoices
eCloud Experts WorkflowMax certified advisor and can ensure a seamless setup for your business. We can work with anyone, anywhere in the world and as Certified Advisors, we can access your WorkflowMax Account without using up any of your licenses.
Which industries could benefit from WorkflowMax?
- NCreative and marketing agencies
- NIT Services business
- NManufacturing business
- NBuilding and construction business
- NArchitects and designers business
- NEngineers and surveyors
- NBusiness consultants
What is included in our WorkFlowMax Setup Service?
- NSet up the organization in WorkflowMax
- NIntegrating WorkflowMax with Xero
- NSetup users and give access to WorkflowMax
- NThree one to one or group training session via zoom
- NOngoing support, as needed
Benefit of using Xero WorkflowMax
Quoting
Send professionally branded, highly customized quotes in minutes
Job Management
Never miss a deadline again- manage all jobs, tasks and people from one place
Time tracking
Track and report on every minute with over eight different ways to enter time
Xero Integration
Keep your job management and accounting software fully reconciled in real time
Lead Management
Track your leads, proposals and sales projections all at a glance
Job costing
See your profitability in seconds and make sure you’re charging enough
Anytime anywhere access
Enjoy the power of cloud. Collaborate across offices or access and update your data from a client site
Document Management
Connect with other apps store, manage and share documents in WorkflowMax
Reporting
Build any report you want in second and get clear on your business performance
Why eCloud Experts for WorkflowMax Setup?
Certified Advisor
We are Xero certified payroll advisor and Champion partner
Migration Specialist
Extensive knowledge of Xero Migration, applications, and system
Bespoke Migration
We provide bespoke payroll migration service based on your needs
Add Ons & Integrations
We partner with the best Xero Add-Ons to maximise the performance of your business.
Done for you
We take care of everything for you – from start to finish. You will not need to be involved until the point of training.
Expert Trainers
Award winning WorkflowMax and Xero trainers and consultants
Premium Support
Extensive support before, during and after the Setup
Ready to move over to WorkflowMax? Click Below!
Check out our related service
Xero Basic Setup
Xero Basic setup is ideal for new or startup usiness. This also ideal for business who have no accounting system or whom are working off Microsoft excel spreadsheets
Xero Payroll Setup
As a leading Xero Champion Partner and certified Advisor we regularly Set up Xero Payroll as a new or part way through a Tax year
Never Do It On Your Own Again
With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.