Indexus and WorkflowMax
The job management platform a large share of our clients already run, and the data foundation most of our reporting and quoting work sits on.
What we build on it
- Quote and estimate generation from live job and cost data
- Reporting that goes past the built-in report set
- Job intelligence and assistants answering from live job data
When we reach for it
We reach for WorkflowMax data whenever a client already runs it, because it holds the job, the time and the cost in one place. We would not recommend moving a business onto it purely to enable AI work, and where a firm runs a different practice management system we build against that instead.
Partnership status
Indexus holds a signed partner agreement with WorkflowMax.
Related solutions
- AI Solution ArchitectureThe technical design for how AI, your data and your existing systems fit together.
- AI AssistantsAssistants that answer from your own documents, data and process, not from the open internet.
- Managed AI ServicesAn MSP for AI. We run, monitor and keep improving what we built, on a monthly retainer.
Start with a discovery call.
An hour on how your business runs, where the time goes, and whether AI is worth spending money on yet. You get our read either way.