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.