Job Management for service businesses

If you're running a B2B or B2C service business and juggling quotes in one tool, timesheets in another and invoices in Xero; or even worse cramming it all into one enormous spreadsheet that's bursting at the seams you already know how much time gets lost in the gaps. 

WorkflowMax brings quoting, job management, time tracking, invoicing, capacity planning and reporting into a single system — but getting real value from it depends on how well it's configured around the way you actually work.

That's where I come in, with 10 years experience of using WorkflowMax and as a Certified Implementation Partner, I help businesses across the UK implement WorkflowMax properly, so the software fits your workflow.

What I do

Tailored configuration and workflows. I start by understanding how you quote, deliver and bill. From there I configure job templates, phases, tasks, custom fields, dashboards and reports so the system reflects your processes — not a generic blueprint.

Xero (and wider tech stack) integration. I set up the two-way Xero sync so invoices, bills, payments and contacts flow cleanly between systems, and connect WorkflowMax to the other tools you rely on so nobody is re-keying the same data twice.

Training and ongoing support. I can train your team in plain English — not jargon — and stay on hand afterwards to tweak, troubleshoot and help you build on what's working as the business grows.

The result is a clearer view of which jobs are profitable, tighter cash flow, fewer missed billable hours and a team that actually enjoys using the system.

Whether you're moving off spreadsheets, switching from another tool, or you've considering WorkflowMax and want some advice before you pull the trigger, I'll get you up and running — and help you keep getting more out of it over time.

Get in touch to find out more!