August 16, 2013 | By Nimbus |
WorkflowMax is a powerful cloud based solution allowing you to manage enquiries, jobs, create quotes and invoice your clients, all in one place. It’s a brilliant way to monitor all aspects of your business and maximise productivity by posting time to each job. As a job-focused business, WorkflowMax has provided us with a clear and affordable way to manage leads, workflow and deadlines, along with providing an easy way for clients to access and view job progress.
We were apprehensive at first, the thought of transferring all our data into the cloud was slightly daunting, but WorkflowMax has been designed to make the process simple. The software provides many useful video tutorials and webinars to get you going, along with templates allowing a quick and easy setup of multiple clients, jobs and costs. Once these are set up you can mould and personalise WorkflowMax to suit you and your business, creating jobs and billable tasks for each client. The software then allows you to report on a full range of KPI’s, such as profitability per client and lead conversions.
Not only does the solution provide an efficient way to manage your business but it seamlessly integrates with Xero, meaning your invoices, contacts and payments can move automatically between the two systems. Once you’ve connected your Xero account with WorkflowMax you are able to configure what is transferred and what’s not. The exchange is seamless, you don’t have to download any other software or convert files into a specific format.
If you want a solution that will help you monitor your business then we believe that WorkflowMax could be the answer. At Nimbus Accounting we support both Xero and WorkflowMax, to empower our clients to manage and grow their businesses. If you would like to find out more please contact one of our qualified accountants on 01273 782 742.