Integration
Turn WorkflowMax into a live executive dashboard
WorkflowMax runs your jobs. Eddie turns it into a leadership dashboard, job margin, WIP, utilisation, invoicing and pipeline on one screen, with every figure traced to a WorkflowMax record and none of it estimated.
What Eddie reads from WorkflowMax
Jobs and tasks
Every job, its budget, state and tasks, so you see what is on track and what is slipping.
Timesheets
Logged hours by staff and job, the basis for utilisation, WIP and true labour cost.
Invoices and quotes
Invoiced value, agreed fees, quotes and weighted pipeline in one place.
Staff
Rates and capacity, so margin and utilisation compute from source, not a guess.
Questions WorkflowMax alone struggles to answer
- ✓What is each job's real margin, from logged hours at cost, not the charge rate.
- ✓How much unbilled work in progress is sitting on the books right now.
- ✓Which staff are over or under-utilised this week.
- ✓Which jobs are slipping their due dates before it costs you.
Connect WorkflowMax in minutes
Read-only, hosted in Australia, and nothing written back to your jobs. Activate a free trial and we will show you your own numbers.
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