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 ServicesOversight of what goes in and out of your AI systems. Integrations, APIs, cost and accuracy, watched monthly.
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 leave with our written read, whether or not we build anything.