WorkflowMax is job and project management software for service firms integrating with Xero for time tracking, invoicing, and profitability management, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
WorkflowMax is job and project management software for service firms integrating with Xero for time tracking, invoicing, and profitability management, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
WorkflowMax, owned by Xero, is a comprehensive job and profitability management platform designed for service-based businesses including creative agencies, professional services firms, consultancies, and project-based businesses to manage projects, track time, control costs, and invoice clients accurately. The platform is used by over 10,000 businesses worldwide to gain complete control and confidence over time, team, and profit.
WorkflowMax provides centralized project management capabilities to track all moving parts of client jobs including tasks, deliverables, deadlines, budgets, and resources in one system accessible to the entire team. The built-in time tracking functionality captures every minute of billable time with timers that run in the background or manual time entry options, ensuring businesses never miss charging for work performed.
Document management features centralize all project files, client documents, and important information with version control and easy access, eliminating the need to search through email attachments and shared drives. WorkflowMax's quoting and invoicing engine creates complex quotes and detailed invoices in minutes with flexible billing options including fixed price, time and materials, actual costs, percentage of value, or progress billing to match how each client engagement is structured.
The seamless two-way integration with Xero automatically syncs invoices, payments, and customer data between WorkflowMax and Xero accounting, eliminating duplicate data entry and keeping both systems reconciled in real-time. Quote acceptance workflows enable clients to review and approve quotes electronically, automatically converting approved quotes into active jobs in WorkflowMax without re-entering information.
Reporting and analytics tools provide insights into team productivity, project profitability, resource utilization, billing efficiency, and overall business performance with customizable dashboards and scheduled reports. Staff management features track employee availability, workload, billable utilization, and capacity to optimize resource allocation across projects.
Budget tracking compares actual time and costs against quoted estimates at granular levels, alerting managers to potential overruns before they impact profitability.
With EEZYCLOUD, you can run WorkflowMax on a secure, Azure-powered cloud desktop accessible from any device, anywhere. Our BYOL (Bring Your Own License) model means you keep using your existing license — cloud desktops start at $58.30/user/month plus $5.50/user/month per hosted application.
Small businesses choose WorkflowMax cloud hosting to address these common challenges:
Connect to your hosted WorkflowMax environment from Windows, Mac, iPad, or any device with a web browser. Work from the office, home, or on the go — your data and applications are always available.
Your data is protected by 256-bit AES encryption, SOC2-compliant data centers, and daily automated backups with 30-day retention. All hosted on Microsoft Azure infrastructure in US-based data centers.
Eliminate the cost and hassle of maintaining local servers. EEZYCLOUD handles all infrastructure management, updates, and monitoring — so you can focus on running your business.
Multiple team members can access WorkflowMax simultaneously without complex networking or VPN setups. Changes sync in real time across all connected users.
EEZYCLOUD uses a BYOL (Bring Your Own License) model — you keep your existing software license and we provide the cloud infrastructure:
| Item | Price | Includes |
|---|---|---|
| Cloud Desktop | $58.30/user/mo | Azure-powered cloud desktop with backups, SOC 2 security, and US-based support |
| Software Hosting | +$5.50/user/mo | Per hosted application per user (e.g. WorkflowMax hosting, backups, SOC2 security, multi-user access, US support |
Bring your existing WorkflowMax license — no need to repurchase. Get started with a free consultation.
Sign up at eezycloud.com/get-started, and our team will help migrate your existing WorkflowMax installation to our Azure cloud. Most migrations are completed within 24 hours.
No. EEZYCLOUD uses a BYOL (Bring Your Own License) model. You keep your existing WorkflowMax license and we provide the cloud infrastructure to host it. This saves you from paying for both a new license and hosting.
Yes. All data is encrypted with 256-bit AES encryption, hosted in SOC2-compliant US data centers on Microsoft Azure. We perform daily automated backups with 30-day retention and maintain PCI-DSS compliance for payment processing.
Yes. Our cloud desktops support multi-user access. Multiple team members can work in WorkflowMax simultaneously from different locations without any special networking configuration.
Join thousands of businesses running WorkflowMax on EEZYCLOUD. Secure, reliable, and accessible from anywhere — cloud desktops from $58.30/user/month.
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