WorkflowMax Implementation
Struggling to work out profitability on your projects? Need a single solution to manage the life cycle of a project from lead management, quoting, scheduling, time tracking to invoicing and reporting?
Workflow Max is the one stop platform to run your business more efficiently.
Invite your advisor to collaborate with you on your business in real-time. And give your staff access to the areas they need to do their job.
From lead to job to invoice. Never miss an opportunity again. Easily track and convert leads into quotes, quotes into jobs and jobs into invoices with a few simple clicks.
Record, retain and report on detailed customer data. Store and track information on the customer notes or documents tab, or use custom fields to store unique client information.
Generate quotes in minutes using customised templates, keep records of what is being orders including changes and delivery status and invoice out when it suits you, whether on progress amounts or final billing.
Save time by automating your email and document storage processes in WorkflowMax. Create your own unique account email and simply send your important attachments and emails directly to the job.
There are multiple ways to enter time from the mobile app or the timesheet tab. Track billable and non-billable time to boost productivity
From lead to job to invoice. Never miss an opportunity again. Easily track and convert leads into quotes, quotes into jobs and jobs into invoices with a few simple clicks.
Get a snapshot of how your current jobs are tracking at any time. See the age of your work in progress, the total live billable value, which jobs and clients are most profitable, and the status at which they currently sit.
Seamless integrations and add-ons with world-class software providers, such as Xero, Zendesk, Hubspot, Dropbox, and Google Drive.
With business performance reporting you can get a snapshot of how you’re tracking at anytime. See who your most profitable employees are and understand profitability across different client categories.
Workflow Max is ideal for creative agencies such as Marketing and PR. Power up your marketing team’s project management software with more than 30 add-ons. From accounting, payroll, document management, and CRM.
An all-in-one project management tool that will transform your IT services business. Keep track of projects, procurement and lead with this all in one solution.
Get process, profitability and projects in streamlined order with this all-in-one project management tool that will transform your engineering business. Handle complex tasks with different charge out rates seamlessly.
If you’re an architect or design project manager, this all-in-one software will help you prioritise from lead to quote to invoice and everything in between.
Whether you are a management consulting firm or a specialist consultant tracking time and billable hours is crucial. Workflow Max is an all-in-one project management tool that will transform your business.
We believe in helping clients make the most of their financial and operation data to empower your to make decisions to increase profitability and cashflow.
Our aim is to help you succeed and our customer service is second to none in the UAE. Alpha Pro Partners is an Accounting and Consulting firm specialising in the Xero Accounting Software and is based in Dubai and London.
Our Values
We understand you
To provide Financial Clarity
Act with Integrity
Care
