Make WorkflowMAX work for your business
Consult provides practical WorkflowMAX implementation, configuration, training and support for project-based businesses throughout New Zealand.
With more than 15 years’ WorkflowMAX experience, we can help you build a system that improves job management, visibility and profitability - not simply replace your existing software.
WorkflowMAX implementation, from planning to go-live
Whether you are moving from spreadsheets, replacing another system or improving an existing WorkflowMAX account, Consult can help you.
Process review
Understand how work should move from enquiry to completion.
System configuration
Set up jobs, tasks, rates, workflows, custom fields and permissions.
Data migration
Prepare and transfer clients, jobs and other essential information.
Xero integration
Configure the connection and establish clear financial processes.
Training and go-live
Prepare your team using workflows and examples from your business.
Ongoing improvement
Refine reporting, automation and system use as your needs evolve.
Better information at every stage of the job
A well-implemented WorkflowMAX system can help you:
Manage leads and quotes consistently
Plan work and team capacity
Capture billable time and job costs
Monitor budgets, WIP and profitability
Invoice accurately and sooner
Connect operational information with Xero
Give managers clearer, more timely reporting
The system is important - but the real value comes from configuring it around the decisions your team needs to make.
More than job and timesheet management.
WorkflowMAX now offers smarter ways to access your job data with AI, get quotes accepted online, plan your pipeline and team capacity, and automate repetitive administration.
Built for project-based businesses
Consult implements WorkflowMAX for businesses that need to manage people, time, costs and profitability across multiple jobs.
It’s particularly well suited to businesses where every project is different, teams work across multiple jobs, and keeping track of time, costs and margins is essential to staying profitable, including:
Architects and interior designers
Engineers and technical consultants
Professional service firms
Creative and digital agencies
Construction and specialist trades
Consult works with business just like yours
A successful WorkflowMAX implementation isn’t just about getting the software configured. It’s about making sure it works for your business, your people and the way you actually operate.
Consult can help you look at the bigger picture, including:
How information flows into and through your business
What your team needs to do day to day
What information you need to make better decisions
How WorkflowMAX connects with your accounting and other systems
How your setup can adapt as your business grows
The result is a practical system that reduces administration, gives your team clarity and gives you better visibility of how your business is performing.
Start with the right WorkflowMAX setup
Tell us how your business currently manages its leads, jobs, people and financial information.
We’ll help you determine whether WorkflowMAX is the right fit and what a practical implementation would involve.
Already using WorkflowMAX?
If WorkflowMAX is running but not delivering the visibility or efficiency you expected, Consult can review your file and recommend practical improvements.
A review can cover configuration, job structure, quoting, time capture, invoicing, WIP, reporting, Xero integration and opportunities to use newer features.
