Streamline Financial Solutions: a Certified WorkflowMax Implementation Partner


WorkflowMax Certified Partner


"As one of the leading fencing companies in the Sydney area, we have a very busy operation. We needed to work smarter and improve the visibility of each job status. WorkflowMax has been a great solution and we couldn’t have got up and running without the help of SFS.”

Mike Popplewell – Fence Magic Co-Owner


SFS can work with you to implement WorkflowMax throughout your organisation. We currently work - but are not limited to - businesses across Sydney, mostly in the Sutherland Shire, St George, Eastern Suburbs and Wollongong areas.


If you aren't familiar with the benefits and features of WorkflowMax, you can view the WorkflowMax website here. But here's the reasons why we think you should consider WorkflowMax as the software solution to make your business run smoothly.


WorkflowMax is suitable for businesses that manage projects. Broadly, a project contains a number of steps (tasks) for completion.


"WorkflowMax is an all-in-one, end-to-end, cloud-based job management software". That's a nice marketing line, but what does it really mean? All-in-one refers to keeping every piece of information relating to a job in the one place. This includes quotes, purchase orders, invoices, pictures, job specs, and - the one I really love - every internal email communication and external communication with the client - captured automatically and stored in the one place. 


End-to-end refers to a complete system that can manage your Leads through to Quotes, converting to a job, purchasing of materials, planning and management of the job tasks and costs including time sheeting against the tasks, and invoicing. Purchasing of materials and invoicing work effortlessly with your Xero accounting software. Nice!


Working with WorkflowMax...

There's many efficiencies and productivity gains that come with using WorkflowMax. We can build a database of the costs for completing each task in a job and then select it in a Quote. Make a Quote template so you won't need to start from scratch for the next Quote. See at a glance the profit margin expected for the project. Customise the look of the Quote with your branding and we'll ensure they look highly professional (small businesses are generally quite poor at this). 


Win the job and plan out the timetable for completion. Timesheet against each task allocated to your staff. Select the materials from the Quote and generate a purchase order. Receipt the order and push the information into Xero. No lengthy signoff process needed and no paperwork required!


Generate progress invoices and push them across into your accounting system. All of the jobs financials are in the one place and ready-to-hand. Use the standard reports to analyse your business or SFS can build the reports for you. WorkflowMax provides a wealth of insights into your business.


For an obligation free discussion about how WorkflowMax could work for you, please contact us at SFS;


Read an article written by Streamline Financial Solutions  WorkflowMax: Providing Decision-making Insights


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Phone: 0411 793 087