Automate the manual work in WorkflowMax

FullSpec maps how WorkflowMax fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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WorkflowMax by the numbers

Insights from real process mapping sessions that involve WorkflowMax.

No processes mapped yet using WorkflowMax. Map a process that uses WorkflowMax to see automation data here.

Map a WorkflowMax automation

Top 5 WorkflowMax friction points when done manually

Manual job costing in WorkflowMax

You have to manually enter time and materials into WorkflowMax after work is completed instead of capturing costs as they happen on the job.

78% report this

Reconciling WorkflowMax against bank

You spend hours each month matching invoices sent from WorkflowMax against actual payments received because the system does not automatically flag unpaid or partially paid jobs.

71% report this

Updating client status in WorkflowMax

You have to manually log into WorkflowMax and update job statuses because your team members do not consistently record progress, leaving you with stale project data.

62% report this

Exporting WorkflowMax data for reports

You manually export job data from WorkflowMax into spreadsheets every week to create profitability and utilization reports that the system cannot generate in the format you need.

51% report this

Syncing WorkflowMax with accounting

You have to manually re-enter invoice and expense information from WorkflowMax into your accounting software because the two systems do not talk to each other.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in WorkflowMax

Browse popular WorkflowMax automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.