Transitioning from WorkflowMax
As you may have heard, WorkflowMax, a widely used SaaS solution for project management, has recently been sold by Xero to BlueRock. This transition has introduced a significant update: WorkFlowMax2, due to launch by June 2024.
If you're using WorkflowMax and wondering what these changes mean for your business, you are not alone. Change, especially on this scale, can be daunting. That’s where TradeWorx steps in.
Your Trusted Guide Through Changes
At TradeWorx, we specialize in helping businesses like yours navigate significant technological changes with confidence. Whether you're considering upgrading to WorkFlowMax2 or exploring other software solutions, our team of experienced professionals is ready to guide you every step of the way.
Our Services
Here's what we offer to help you navigate this transition:
Evaluation
Our team can assess whether WorkFlowMax2 will meet your business requirements and future goals. We dive deep into your business processes to understand how the changes in the software might affect your operations.
Migration
If you decide to upgrade to WorkFlowMax2, we can handle the migration process. We ensure a seamless transition with minimal downtime, so your business operations can continue as usual.
Business Growth Check
If your business has outgrown WorkflowMax, we can help you find a more robust system. After conducting an in-depth business review, we'll recommend software solutions that can handle your expanding operations without compromising efficiency.
Alternative Solutions
Should you consider moving away from WorkflowMax, we can guide you towards the best alternative products that fit your business needs and objectives. With countless SaaS products on the market, finding the right fit can be overwhelming. Our experts will simplify the process for you.
WorkflowMax is a comprehensive online job management solution, combining sales and lead management, time sheeting, quoting, purchase orders and job costing into an intuitive easy to use application.
WorkflowMax is a Xero product which offers a seamless, first-class, two-way integration with Xero’s accounting software. 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, automatically.
Features
Lead Management
Online Quoting
Client Management
Xero Integration
Job Management
Time Sheets
Mobile
Invoicing
Job Costing
Purchase Orders
Document Management
Reports
