WorkflowMax job management software

WorkflowMax is cloud based, job management software that enables you to keep track of job costs, monitor staff productivity and time, manage leads and quotes and a whole lot more. It is vital for business re-sale, vital for staff management and it integrates with Xero = Bonus! You can use Clients and Contacts to easily create export lists for mail merge. Build your own WorkflowMax reports using the built-in report builder. Step up to Practice version to allow your staff to manage their own time.

Katalyst have been WorkflowMax partners since June 2011 - we use it ourselves and we love it. We are Xero award winners, so if you have, or want both, you are in good hands. Call us at the office to discuss if it is right for your business, or see below to sign up. We are one of the top WorkflowMax partners in New Zealand, and we have certified advisor status.We can provide WorkflowMax for you, set it up and train you and your team how to use it. From there, we can offer ongoing support as you need it. If you have WorkflowMax already, or want some help to tweak it, or get it working better, we can help there too, with our WorkflowMax Workout session - see below.

WorkflowMax is a software tool that will take the pain out of running your business. A total solution covering all operations from prospecting to quoting, time sheeting to invoicing and everything in between.
  • Seamless integration with Xero
  • Custom reporting
  • Starts at $25 per month
  • Comprehensive and scaleable
  • Emails and files can be sent direct to WorkflowMax>
  • Integrate with Box, Dropbox or Drive
  • WorkflowMax Custom templates, including 'many jobs to one invoice'
  • Online, anytime
  • Integrate with iPayroll and Xero for an easy payroll

Do it for us


  • Expert WorkflowMax consulting
  • Personalised setup to suit your needs
  • Custom training for whole team
  • WorkflowMax Subscription
  • Custom printing templates
  • Email Collaboration
  • Document Management integration
  • Integration with Xero
  • Management Reporting needs taken into account
Sign Up
WorkflowMax Workout

$479/initial session

  • Expert WorkflowMax consulting
  • WorkflowMax Review if you already have it or
  • Shell setup and Banner if you don't
  • For one or more people
  • No further travel charges
  • As certified advisors, we don't use a license
  • Further onsite sessions $379
Sign Up


  • Expert WorkflowMax consulting
  • As certified advisors, we don't use a license
  • 5 Minute blocks, pay for what you use
Sign Up

Custom Templates

You supply us with drawings and/or samples

3 Templates + 1/2 hour remote training - $599
2 Templates + 1/2 hour remote training - $449
1 Template + 1/2 hour remote training - $299

All prices exclude GST and are in NZ dollars