How do I log into WorkflowMax?
Go to the WorkflowMax login screen. Enter your email address and password, then click Log in. Read more about MFA and when you are ready, click Set up multi-factor authentication. Choose the authenticator app to use.
Is WorkflowMax owned by Xero?
Owned by Xero, WorkflowMax offers the best integration with Xero accounting of any available app. Create an invoice in WorkflowMax and simply push that data through to Xero. Enter information into one system and it pops through on the other - automagically. No credit card required.
How do I link WorkflowMax and Xero?
To establish the connection between WorkflowMax and your Xero account:
- In the Business menu, select Settings > Xero.
- Connect to Xero. ...
- If you have more than one Xero account available, in the Select organisation drop-down list, select the account you want to use and click Next.
- Review the connection to your Xero account.
What is WorkflowMax used for?
Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job costing and other features integral to the project process.
How do I login WorkflowMax?
Go to the WorkflowMax login screen. Enter your email address and password, then click Log in.
What is WorkflowMax?
WorkflowMax is job management software built for small-medium size service businesses. From tracking jobs and managing timesheets and documents, to sending invoices and purchase order requests, WorkflowMax provides an end-to-end workflow management solution in one centralised platform.
Is WorkflowMax a CRM?
WorkflowMax and Salesforce CRM
Built by Blirt Labs in Australia, this integration connects WorkflowMax to Salesforce, the most powerful CRM software in the world. Now you can quickly convert opportunities won into jobs and manage your entire sales and production process with a few clicks.
Where is WorkflowMax hosted?