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Average Ratings 2 Ratings

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features
design
support

Description

CMap removes the frustration associated with managing numerous spreadsheets and fragmented software solutions. You will find that all your essential data and tools are now integrated into a single, user-friendly platform. Companies in the professional services sector possess distinct characteristics; they typically lack dedicated sales teams focused solely on generating new business. Instead, professionals who are well-versed in service delivery juggle multiple responsibilities. The methods used for job costing can differ significantly among various professional service providers, including architects, accountants, consultants, and agencies, each presenting unique quoting practices. The real challenge with many resourcing software systems lies not in the initial setup of data but in the ongoing management of inevitable changes. With automated timesheet and expense data, you receive real-time insights into your budget versus actual performance across all projects, allowing for timely adjustments and informed decision-making. This streamlined approach helps mitigate the chaos often associated with project management in the professional services arena.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Xero
Acterys
Causal
Dropbox
Exsalerate CRM
Freshdesk
Google Drive
HubSpot CRM
Lyftrondata
Microsoft Access
Microsoft Dynamics GP
Microsoft Excel
Microsoft Power BI
Microsoft Teams
Runn
Sage 200
Sage 50
TheHouseMonk
Yellowfin
iPayroll

Integrations

Xero
Acterys
Causal
Dropbox
Exsalerate CRM
Freshdesk
Google Drive
HubSpot CRM
Lyftrondata
Microsoft Access
Microsoft Dynamics GP
Microsoft Excel
Microsoft Power BI
Microsoft Teams
Runn
Sage 200
Sage 50
TheHouseMonk
Yellowfin
iPayroll

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$33/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CMap Software

Founded

2000

Country

United Kingdom

Website

www.cmap.io

Vendor Details

Company Name

Xero

Founded

2007

Country

New Zealand

Website

www.workflowmax.com

Product Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Workflow Management

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

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