WorkflowMax
Free
1.9.6for iPhone, iPod touch
Age Rating
WorkflowMax Screenshots
About WorkflowMax
Manage your jobs while you’re on the go with WorkflowMax for your iPhone. Record time, view clients, browse and edit jobs, tasks, milestones and costs across your organizations with this easy to use mobile app.
• Using the app
This WorkflowMax iPhone app connects directly to the WorkflowMax or Xero Practice Manager web app for existing users.
If you’re an existing user of WorkflowMax or Xero Practice Manager, simply download the app and sign in.
Not already a user? You can try it out for free - just go to WorkflowMax or Xero Practice Manager website and sign up for a free trial.
• What is WorkflowMax?
WorkflowMax is online job management software designed for small business. Easy to use, WorkflowMax uses the best of the web and mobile to allow small businesses to manage their jobs anywhere, anytime.
• How WorkflowMax benefits your business
Time tracking made easy. Record, enter, view and edit time spent working on various jobs and tasks with minimal effort. Submit weekly timesheets and view your historical entries.
Easy job management. Easily view tasks, milestones, costs and assigned staff.
Xero owned and integrated. WorkflowMax offers the best available integration with Xero Accounting software.
Accessible from anywhere. Enjoy the power of the cloud: collaborate across offices or access and update your data from a client site.
Free unlimited support. Free tutorial videos, webinars and email support from experienced teams let you get the most out of WorkflowMax.
Low monthly pricing. There are no setup fees or contracts - only a transparent monthly subscription that you can cancel anytime.
• You’re safe with us
With WorkflowMax all your data is saved in the cloud. We use the same data encryption level as internet banking. So if your phone or tablet ever gets lost or stolen, all your information remains completely safe.
You can also choose to log in faster with a more convenient 4-digit PIN code, or using Touch ID on a suitable iPhone.
• About WorkflowMax
WorkflowMax is the global leader in online job management. With more than 6,000 customers worldwide, WorkflowMax is setting the standard for job management software, making it easy for small businesses to stay on top of their jobs and work with their advisors.
• Using the app
This WorkflowMax iPhone app connects directly to the WorkflowMax or Xero Practice Manager web app for existing users.
If you’re an existing user of WorkflowMax or Xero Practice Manager, simply download the app and sign in.
Not already a user? You can try it out for free - just go to WorkflowMax or Xero Practice Manager website and sign up for a free trial.
• What is WorkflowMax?
WorkflowMax is online job management software designed for small business. Easy to use, WorkflowMax uses the best of the web and mobile to allow small businesses to manage their jobs anywhere, anytime.
• How WorkflowMax benefits your business
Time tracking made easy. Record, enter, view and edit time spent working on various jobs and tasks with minimal effort. Submit weekly timesheets and view your historical entries.
Easy job management. Easily view tasks, milestones, costs and assigned staff.
Xero owned and integrated. WorkflowMax offers the best available integration with Xero Accounting software.
Accessible from anywhere. Enjoy the power of the cloud: collaborate across offices or access and update your data from a client site.
Free unlimited support. Free tutorial videos, webinars and email support from experienced teams let you get the most out of WorkflowMax.
Low monthly pricing. There are no setup fees or contracts - only a transparent monthly subscription that you can cancel anytime.
• You’re safe with us
With WorkflowMax all your data is saved in the cloud. We use the same data encryption level as internet banking. So if your phone or tablet ever gets lost or stolen, all your information remains completely safe.
You can also choose to log in faster with a more convenient 4-digit PIN code, or using Touch ID on a suitable iPhone.
• About WorkflowMax
WorkflowMax is the global leader in online job management. With more than 6,000 customers worldwide, WorkflowMax is setting the standard for job management software, making it easy for small businesses to stay on top of their jobs and work with their advisors.
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What's New in the Latest Version 1.9.6
Last updated on Oct 6, 2021
Old Versions
– Improved compatibility with iOS 15
– Miscellaneous improvements and bug fixes
– Miscellaneous improvements and bug fixes
Show More
Version History
1.9.6
Oct 6, 2021
– Improved compatibility with iOS 15
– Miscellaneous improvements and bug fixes
– Miscellaneous improvements and bug fixes
1.9.5
Jun 1, 2021
– Resolved issues with date fields on iOS 14
– Keyboard no longer obscures content whilst searching
– Miscellaneous improvements and bug fixes
– Keyboard no longer obscures content whilst searching
– Miscellaneous improvements and bug fixes
1.9.4
Mar 11, 2021
– Resolved issue with long Job Cost Notes
1.9.3
Sep 30, 2020
– Improved login experience for some users.
1.9.2
Sep 29, 2020
– Bug fixes and performance improvements.
1.9.1
Sep 23, 2020
– Bug fixes and performance improvements.
1.9.0
Sep 16, 2020
– Improved sign in security.
– Bug fixes and performance improvements.
– WorkflowMax now requires iOS 11 or later.
– Bug fixes and performance improvements.
– WorkflowMax now requires iOS 11 or later.
1.8.3
Aug 16, 2020
– Bug fixes
After the 1st of December devices running iOS 11 and below will no longer be able to use WorkflowMax.
After the 1st of December devices running iOS 11 and below will no longer be able to use WorkflowMax.
1.8.2
Jun 24, 2020
– Bug fixes
After the 31st of August devices running iOS 11 and below will no longer be able to use WorkflowMax.
After the 31st of August devices running iOS 11 and below will no longer be able to use WorkflowMax.
1.8.1
May 26, 2020
– Fixes an issue with changing the date on a job cost
1.8.0
May 11, 2020
– Supports selecting from pre-defined costs made in the organisation's Cost Admin. Simply start filling in the cost description and select from the list of available costs
– Added Code field to Job Costs
– Added Code field to Job Costs
1.7.2
Dec 4, 2019
– Addresses an issue with opening documents within folders on a job
1.7.1
Nov 20, 2019
– Added recent clients / jobs / tasks when logging time entries
– Automatically hides the completed tasks on a job
– Performance and stability improvements
– Automatically hides the completed tasks on a job
– Performance and stability improvements
1.7.0
Aug 5, 2019
New: WFM mobile app now has the ability to add supporting documentation to jobs; supporting photo, written documents, audio, and some video file types as attachments.
1.6.2
Feb 1, 2019
– Bug fixes
1.6.1
Dec 10, 2018
– Faster navigation between days.
– Improved Xero credentials support.
– Bug fixes.
– Improved Xero credentials support.
– Bug fixes.
1.6
Jan 21, 2018
New Login page to support both, WorkflowMax and Xero credentials and two step authentication (2SA).
Please see our blog for more details.
https://www.workflowmax.com/blog/workflowmax-login-screen-changing
Please see our blog for more details.
https://www.workflowmax.com/blog/workflowmax-login-screen-changing
1.5.1
Apr 30, 2017
- Now you can just pull to refresh the Job details screen
- Added new option 'Any' into the Due Date Job filter
- ...Other unnoticeable, little improvements that'll make your live easier
- Added new option 'Any' into the Due Date Job filter
- ...Other unnoticeable, little improvements that'll make your live easier
1.5
Mar 13, 2017
-Assign staff to jobs and Allocate staff to tasks.-
You’re in a meeting with your team, discussing the particulars of a certain job. Instead of trying to remember which staff member you’ve delegated to which job and who’s supposed to be responsible for what task, you need a way of capturing and viewing this information instantly – right then and there.
If this scenario sounds familiar to you, please update your WorkflowMax App to this new version.
You’re in a meeting with your team, discussing the particulars of a certain job. Instead of trying to remember which staff member you’ve delegated to which job and who’s supposed to be responsible for what task, you need a way of capturing and viewing this information instantly – right then and there.
If this scenario sounds familiar to you, please update your WorkflowMax App to this new version.
1.4
Jan 27, 2017
Upgrade to Swift 3 (New IOS code version)
1.3.1
Dec 7, 2016
We have added some improvements around scheduling task's dates.
Bug fixes.
Bug fixes.
1.3
Nov 14, 2016
Version 1.3 of WorkflowMax for iOS includes the job filtering and sorting feature.
This feature allows you to filter your jobs so that you see only jobs with specific due dates, jobs managed by or assigned to specific staff, or jobs with a specific status.
In addition, you can now sort the job display so that your jobs are presented in order of due date, start date, job status, client name and job number as well as job name (the default sort order).
This feature allows you to filter your jobs so that you see only jobs with specific due dates, jobs managed by or assigned to specific staff, or jobs with a specific status.
In addition, you can now sort the job display so that your jobs are presented in order of due date, start date, job status, client name and job number as well as job name (the default sort order).
1.2
Aug 29, 2016
Minor Feature - Keypad now suggests start times when manually entering time on a day with existing entries. Only available to those with Organisation Settings > Time Entry Mode set to Start/Finish.
Bug Fixes - Minor design and animation changes, as well as a patch update to better handle task field limit errors and fixes to client specific bugs.
Thanks for using WorkflowMax for iOS! Please keep the feedback coming on our blogs and support channels - we'll continue to listen and endeavor to make this app what you need it to be!
Bug Fixes - Minor design and animation changes, as well as a patch update to better handle task field limit errors and fixes to client specific bugs.
Thanks for using WorkflowMax for iOS! Please keep the feedback coming on our blogs and support channels - we'll continue to listen and endeavor to make this app what you need it to be!
1.1
Jul 10, 2016
*New Features*
- Manage your time retrospectively. You can view and enter time on previous days, view an accumulated weekly time summary and any historical drafts, and add time for future days within your current week.
- Manage your timesheets. You can submit and lock your timesheets, and navigate historically as far back as you need.
*Other tweaks*
- Minor usability enhancements and permission changes.
- General bug, crash and performance fixes.
Thanks for using WorkflowMax for iOS! Please keep the feedback coming on our blogs and support channels - we'll continue to listen and endeavor to make this app what you need it to be!
- Manage your time retrospectively. You can view and enter time on previous days, view an accumulated weekly time summary and any historical drafts, and add time for future days within your current week.
- Manage your timesheets. You can submit and lock your timesheets, and navigate historically as far back as you need.
*Other tweaks*
- Minor usability enhancements and permission changes.
- General bug, crash and performance fixes.
Thanks for using WorkflowMax for iOS! Please keep the feedback coming on our blogs and support channels - we'll continue to listen and endeavor to make this app what you need it to be!
1.0
Jan 26, 2016
WorkflowMax FAQ
Click here to learn how to download WorkflowMax in restricted country or region.
Check the following list to see the minimum requirements of WorkflowMax.
iPhone
Requires iOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
WorkflowMax supports English
