# WorkflowMax Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about WorkflowMax Software - reviews, pricing plans, popular comparisons to other Scheduling products and more. Source: https://www.capterra.com/p/226306/WorkflowMax --- # WorkflowMax Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) WorkflowMax ## What is WorkflowMax? A single platform for all your project and job management needs, used by 10,000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know how costs and invoices are stacking up in the job order costing system. See your estimated costs broken down into individual tasks. Measure actual costs as they come in, to see if your staff are quoting accurately. Get full visibility and view job profitability at a glance. Try it now for free! ## What is WorkflowMax used for? [Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Task Management](https://www.capterra.com/task-management-software/)[Scheduling](https://www.capterra.com/scheduling-software/) Top alternative Featured Overall rating Based on 123 user reviews Reviews sentiment Positive 86% Neutral 11% Negative 3% Starting price A$36 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WorkflowMax?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.bluerock.com.au&name=WorkflowMax) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### WorkflowMax 4.3 (123) VS. [4.2 (1,301)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price A$36 Flat Rate, Per Month Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (101) Ease Of Use 4.0 (1,289) Value For Money 4.1 (72) Value For Money 4.1 (1,165) Customer Service 4.1 (88) Customer Service 3.9 (1,154) ## WorkflowMax alternatives [4.2 (2,018)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (1,456)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.6 (6,013)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/226306/WorkflowMax/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Task Management 4.3 (7) 57.14% of 7 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Calendar Management 4.5 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Billing & Invoicing 4.4 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Invoice History 4.0 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Store and view prior invoices for each account/client Online Invoicing 4.4 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Create, send, and view electronic invoices Reporting & Statistics 3.2 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns WorkflowMax 85 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Application programming interface that allows for integration with other systems/databases Assign issues and tasks based on availability or required skills Generate rule-based quotes for clients automatically Create, manage, and send invoices or bills to customers Gateway through which end users can view past bills and pay current invoices Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Create budgets based on historical data and future projections Track and manage schedules and meetings via an integrated calendar Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Forecast the cost and resources required to complete a project Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Invoices that can be tailored according to company's branding, payment terms and personalized information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Track employee schedules, availability, and performance across projects and tasks Assign working shifts or tasks to employees based on their availability Estimate expected cost based on various factors before a project begins Monitor and record expenses such as purchases or charges incurred Public or private sharing of digital files such as documents, audio/video, images, and more Business model that charges based on the amount of time spent on an hourly basis Track interaction history by documenting conversations for contacts Store and view prior invoices for each account/client Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage and handle various international currencies Ability to handle several projects simultaneously Create, send, and view electronic invoices Level of completion within a task A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Business model that bills clients an amount based on the project/task/job performed Plan and coordinate all the resources, costs and time needed to execute assignments Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Estimate or forecast of a future scenario based on the study of present trends Create, send, and track purchase orders and their statuses Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Generate quotes or estimates for customers Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Assign available resources to various projects and tasks Process of planning, scheduling and executing the optimal and effective use of human capital across projects Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Track the status over time for a request, process, asset, or transaction Ensure subcontractors are working safely on client sites and document audits/inspections for reference. Manage all supplier data and operations Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Track time worked per client Track time worked per project Track the amount of time spent on a job or task Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.8 (80) 3.8 Based on 80 reviews ## Pricing Value for money 4.1 (72) Free Trial Standard A$36.00 Flat Rate,Per Month It includes: - Insights and Reporting - Instant Quotes - Job Management - Streamlined Invoicing - Time Tracking Value for money 4.1 (72) 4.1 Based on 72 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Box](https://www.capterra.com/p/148766/Box/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Freshdesk](https://www.capterra.com/p/124981/Freshdesk/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (88) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (88) 4.1 Based on 88 reviews ## User reviews Overall rating 4.3 Based on 123 reviews Filter by rating 5(61) 4(45) 3(13) 2(3) 1(1) Mentioned topic Sorted by most recent FS Fiona S. Office administrator Architecture & Planning ### "User friendly software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 May 8, 2025 Software is very user friendly. The interface is easy to navigate. Easy set up of new Clients. Pros The old WFM had extra features like the ability to upload photos of Clients (for facial recognition) and the invoice history including cancelled invoices was accessible and easy to retrieve. Also setting up new accounts was very easy. Also you can sort timesheets using any field. Cons In the old WFM, I couldn't raise 2 invoices at once for the same Client, and fonts are limited. Alternatives considered [Abtrac](https://www.capterra.com/p/151407/Abtrac/) Reasons for choosing WorkflowMax Lower cost for set up and lower monthly cost Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KM Karen M. Conservation Manager Construction ### "Good - but could be so much more" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 March 28, 2025 It has definetly helped us to keep a better track on time overall - and therefore we can see where we are running ahead or behind. Pros It enables us to keep a track of time spent on each project - we have numerous jobs running at any one time. It is very cost effective for what it offeres. Cons The time recording could be better - it's pretty clunky to switch between tasks, and the quick add is also very clunky. Alternatives considered [Scoro](https://www.capterra.com/p/142042/Scoro/) [Fergus](https://www.capterra.com/p/155571/Fergus/) Reasons for choosing WorkflowMax Value for money based on service offered Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Meghan C. Administrative Assistant Real Estate ### "User-Friendly!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 1, 2024 I have really enjoyed working with Workflow Max. I never used it before and found it to be very user-friendly. Pros It's very easy to use and there is always help if you need it. Cons It takes a little bit to get used to all the functions Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. XL Xiang L. Director Information Services ### "Not perfect, but good enough" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 August 13, 2024 Even it is not perfect, but it is good enough for our IT services and business consultants. Pros It is a useful tool to track our part-time employees' jobs, timesheets and to send invoices and purchase order requests Cons Its functions only meet 90% of our need. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PA Peter A. Director of Finance Retail ### "Very easy to reconcile project costs!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 July 27, 2024 Pros Our project co-ordinators were able to easy input their project costs into the software. The software is easy to follow. I had minimal issues with confusion with the software. Cons Unfortunately the software doesn’t always calculate GST correctly. If costs in the invoice were not subject to GST, the software had problems correctly calculating the GST. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TT Thomas T. Planning and Finance Executive Construction ### "WorkflowMax WAS my favourite system to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 26, 2024 When it was active, WorkflowMax was the absolute gold standard for project management software. It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently. Pros Working in finance, it's best feature was the seamless syncing to Xero. It made processing invoices and purchases a breeze. It's timesheet and job management functionality was, for the most part, also fast and simple to understand, which made implementation to less technically savvy staff much easier than it could've been. Cons It could sometimes be a bit convoluted, such as having three separate ways to enter timesheets. It was also not actively updated towards the end of it's life, but this was for obvious reasons. Switched from [Rapport3](https://www.capterra.com/p/144126/Rapport3/) We switched from Rapport3 to WorkflowMax due to the better pricing and functionality of WorkflowMax by Xero when it was active. It also looked a lot better and was much more user friendly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RP Richa P. Business Manager Civil Engineering ### "Reasonable tool for a small - medium business" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 February 13, 2024 It was OK for until we grew over 50 staff, beyond that, it is hard to manage projects, staff and financials Pros Ease of use, simple reporting and easy ti manage time sheets Cons Limited features and tools available, reporting is not very effective and inclusive Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MA Mohammed Abdul H. Strategic Advisor Government Administration ### "Work to the Max" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 December 12, 2023 Pros Brilliant software from Xero, makes scheduling and tasks management very easy with this. Cons Nothing at the moment as this has been an easy software to use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Diego C. Real estate agent Real Estate ### "A great ally in project management and more" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 3, 2023 When using it, one feels the order and professionalism with each use. It is friendly to work with. Pros Unlike other similar ones, this one is integrated with accounting applications, which allows centralizing the work. It also helps to make productivity reports. Cons The cost is high, so its target audience is medium and large companies. And it is fine, since its functionalities respond to its cost. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KS Kayley S. Accountant Accounting ### "Essential addition to Xero for ease of tracking, managing and reporting." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2023 The main benefit is time, I am able to complete many jobs and assist many clients. Pros It helps my day flow effortlessly and allows me to be more time efficient. Time tracking and reports are essential as it ensures we as a business provide our clients a reliable service as nothing gets missed. Cons There has been a few times were it has crashed but the team always provide updates and correspondence on a fix and its within the hour. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/226306/WorkflowMax/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)