Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
Tools designed for businesses that prioritize efficiency can streamline your workflow effectively. The Proposals platform features a user-friendly text editor that allows you to concentrate solely on the content, eliminating concerns about formatting. You will receive instant notifications when your clients take significant actions related to your proposals. A simple pricing table enables you to itemize product and service costs without hassle. Personalize your documents by incorporating your logo, terms and conditions, and any supplementary notes for your clients. All your invoices are stored securely on the Colibro platform, where you can monitor when clients have accessed them. Manage your finances effortlessly by tracking which invoices are paid and which remain outstanding by recording payments directly against them. If your billing needs are recurring, you can automate this process, saving valuable time during each billing cycle. Uploading receipt files directly from your browser makes it easy to register expenses swiftly. You can also categorize expenses to generate comprehensive reports for your records, which can be exported to your preferred accounting software. Stay organized by monitoring your expenditures according to different expense categories and specific client projects to ensure financial clarity. The combination of these features provides a robust framework for managing your business finances efficiently.
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
Integrations
Acterys
No
Bookkeeper360
No
Causal
No
Datameer
No
Dropbox
No
Freshdesk
No
Freshservice
No
HubSpot CRM
No
Lyftrondata
No
MYOB
No
Integrations
Acterys
Yes
Bookkeeper360
Yes
Causal
Yes
Datameer
Yes
Dropbox
Yes
Freshdesk
Yes
Freshservice
Yes
HubSpot CRM
Yes
Lyftrondata
Yes
MYOB
Yes
Pricing Details
$9 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
Colibro
Founded
2016
Country
United States
Website
colibro.com
Vendor Details
Company Name
Xero
Founded
2007
Country
New Zealand
Website
www.workflowmax.com
Product Features
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
Expense Report
Approval Process Control
No
Invoice Management
No
Multi-Currency
No
Receipt Management
No
Reimbursement Management
No
Spend Control
No
Time Tracking
No
Workflow Management
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Time and Expense
Activity Tracking
No
Billable Hours Tracking
No
Billing Rate Management
No
Expense Tracking
No
Invoice Processing
No
Multiple Billing Rates
No
Project Tracking
No
Reimbursement Management
No
Time Tracking by Client
No
Time Tracking by Project
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
No
Billing & Invoicing
No
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
No
Vacation / Leave Tracking
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