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Managing Projects for Professional Services

12 Feb 2018 | Published by: Robin Martis
Categories: Cloud Business Systems, Managing Business

We work with many businesses in the professional services sector – architects, builders, design agencies and consultants. A major issue that mid-size businesses face is how to establish a system that manages their client data, employee time sheets, direct project costs and invoicing.


We recommend WorkflowMax as a cloud-based system that integrates with Xero for accounting purposes. We are Certified WorkflowMax partners.




WorkflowMax is an online job management software that empowers service businesses to do better business. Many types of service businesses use WorkflowMax including creative agencies, business consultants, engineers, building and construction companies, IT consultants, architects and more.

Managing Projects for Professional Services



WorkflowMax has many features which most businesses will find of use, including:


  • – Leads
  • – Quotes
  • – Client Management
  • – Jobs (Projects)
  • – Tasks (activities within jobs)
  • – Timesheets
  • – Job Costing
  • – Purchase Orders
  • – Document Storage
  • – Invoicing
  • – Reporting


The system has the mobile functionality to allow you to update data on the move.




We recommend WorkflowMax to professional services businesses with between 5 to 20 staff. It enables client projects to be quoted, converted to a job when won, allocation of time budgets and cost targets, recording of time and actual costs to various tasks (at custom hourly charge rates) and invoicing (final or progress).


The system makes it easy to track your progress and for business owners’ to track how their staff are performing.


Want a demo? Book an appointment with us today.