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Average Ratings 2 Ratings

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support

Description

Balancing logistics and overseeing workflows can be quite draining. Allow Base to take care of the burdensome tasks so you can concentrate on what matters most—your clients and profitability. Bid farewell to the times of fragmented approval processes and sluggish payment cycles. Embrace a new realm where business operations are seamless, prompt, and effective. Revolutionize your processes with our comprehensive set of business management solutions designed to empower you. Seamlessly oversee contracts, work orders, service requests, and purchase orders. With Base by your side, navigating your business operations becomes an effortless journey towards success. Your path to efficiency starts here, transforming challenges into streamlined solutions.

Description

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acterys No 
Box No 
Causal No 
Datameer No 
Dropbox No 
G-Accon No 
HubSpot Customer Platform No 
Left Main Yes 
Lyftrondata No 
Orderly Network Yes 
Peaka No 
Retalp Yes 
Rippling No 
Runn No 
Shift No 
StarfishETL No 
TheHouseMonk No 
Time Doctor No 
WebRezPro No 
Xero No 

Integrations

Acterys Yes 
Box Yes 
Causal Yes 
Datameer Yes 
Dropbox Yes 
G-Accon Yes 
HubSpot Customer Platform Yes 
Left Main No 
Lyftrondata Yes 
Orderly Network No 
Peaka Yes 
Retalp No 
Rippling Yes 
Runn Yes 
Shift Yes 
StarfishETL Yes 
TheHouseMonk Yes 
Time Doctor Yes 
WebRezPro Yes 
Xero Yes 

Pricing Details

$28 per seat per month
Free Trial Yes 
Free Version No 

Pricing Details

$33/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Base

Website

www.usebase.io

Vendor Details

Company Name

Xero

Founded

2007

Country

New Zealand

Website

www.workflowmax.com

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Job Costing

Bills of Material No 
Budgeting & Forecasting No 
Change Orders No 
Cost-to-Completion Tracking No 
Invoice Management No 
Overrun Reporting No 
Percent-Complete Tracking No 
Production Cost Tracking No 
Purchase Order Management No 
Quotes / Estimates No 
Time Tracking No 
Work Order Management No 

Procure to Pay

Billing & Invoicing No 
Budgeting / Forecasting No 
Compliance Management No 
Contract Lifecycle Management No 
Financial Reporting No 
Integration Management No 
Inventory Management No 
Order Management No 
Vendor Management No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Vendor Management

Audit Management No 
Contact Management No 
Customer Database No 
Self Service Portal No 
Supplier Master Data No 
Transaction History No 
Vendor Maintained Profiles No 
Vendor Managed Inventory No 
Vendor Performance Rating No 
Vendor Qualification Tracking No 

Work Order

Contract Management No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material Yes 
Building Information Modeling Yes 
Client Management Yes 
Contact Management Yes 
Contract Management Yes 
Document Management Yes 
Drafting No 
Manufacturing Design Data No 
Presentation Tools Yes 
Project Management Yes 
Proposal Management Yes 
Quotes/Proposals Yes 
Visualization / Presentation No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders No 
Commercial No 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting No 
Change Orders No 
Cost-to-Completion Tracking No 
Invoice Management Yes 
Overrun Reporting No 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management No 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository No 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management Yes 
Templates Yes 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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