Professional Services

If you’re tired of the Admin involved in running your business then let WorkflowMAX manage the flow of your business:

  • Lead management and quoting
  • Job management and time tracking
  • Purchase orders
  • Document management and job costing
  • Invoicing, Xero integration and reporting.

See how WorkflowMAX can streamline your business!

Professional Services

If you’re tired of the Admin involved in running your business then let WorkflowMAX manage the flow of your business:

  • Lead management and quoting
  • Job management and time tracking
  • Purchase orders
  • Document management and job costing
  • Invoicing, Xero integration and reporting.

See how WorkflowMAX can streamline your business!

Let your business flow with WorkflowMAX

 

As a WorkflowMAX partner, Invisible Business Solutions provide first class implementation, training and support for WorkflowMAX job management software. WorkflowMAX job management is perfect for Creative Agencies, Architects, Building and Construction, Business Consultants, Financial Advisors, IT/Web Services and many many more. Find out more…

Already have WorkflowMAX installed? Are you making the most of the time tracking, reporting and integration to Xero? Have you discovered the mobile apps too? Did you know Invisible Business Solutions offer Independent TrainingOngoing Support Packages and bespoke Forms for Invoice, Quotes and Job Sheets.

Invisible Business Solutions and WorkflowMAX – Streamline Job Management from Start to Finish

As an Authorised Cloud Integrator we specialise in helping you to Identify the right software for your professional services business. If you are an Architect, Engineer, Financial Adviser or Creative, WorkflowMAX can streamline the flow of your business, from Lead management and Quoting, to Job management and Time tracking, to Purchase orders, Document management and Job costing, to Invoicing, Xero Integration and Reporting.

Traditionally small business uses disconnected software, or manual processes. This approach leads to duplication of work, inconsistent data across systems (and users) and it is hard to keep updated, tedious to analyse, and often very inefficient.

WorkflowMAX, in contrast, now offers a complete, powerful solution. With everything in one system and in the cloud, data is always up to date everywhere and accessible from anywhere (even your phone!) Reports give you useful insights that are always real time and available upon the click of a button.

One client who implemented WorkflowMAX and Xero integration has been able to triple the size of their business, and remain on track to triple again in 2016-17. The easy to use templates and forms and integration with Xero has allowed their business to thrive.

WorkflowMAX offers our clients

  • Instant Quotes – Templates enable you to send professionally designed, branded, custom quotes within minutes.
  • Time Tracking Made Easy – Track time spent working on various jobs and tasks without requiring much effort from your staff.
  • Easy Job Management – Easily assign jobs, track timelines, and receive notifications when projects are running late with clever tools.
  • Streamlined Invoicing – Invoice based on hourly or flat rate. Save time and improve your cash flow with paperless and bulk invoicing.
  • Easy to understand Reports – When all data is in one place, you can see many standard performance reports at a glance – or build your own to manage your business efficiently.

 

Value added implementation with a Cloud Integrator:

By engaging a Cloud Integrator we provide:

Research & Analysis – One size does not fit all, every business has a unique set of needs, I start by listening to the client and asking questions to understand the way they work AS-IS review and map the current workflow in preparation for the new platform.

Recommendations – I provide a recommendation based on my experience and allowing the client to adopt business best practice.

Implementation – Set up and implementation of selected solution, including data preparation and migration.

Training – providing the business with training from User perspectives and tailored to the Business needs.

Support – Through-out the implementation and for an initial 3 month period, we offer phone support to ensure that you are happy and confident in the solution for your business. Ongoing support can then be arranged if necessary and additional training for new staff members arranged on an Ad-Hoc basis.

 

If you would like to discover more about WorkflowMAX for your business, please complete the enquiry form below and our team will contact you to discuss your business requirements.

WorkflowMAX Enquiry Form

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