WorkflowMax
An AI implementation partner for firms running on WorkflowMax.
Where the time goes
WorkflowMax holds the job, the time and the cost, but the work of turning that into a quote, a report or an invoice still lands on people. Quotes get rebuilt from previous quotes. Reporting hits the limits of the built-in reports and moves to a spreadsheet. The data is all there, it just is not doing enough of the work.
What we build for these firms
- Quote and estimate generation from scoping notes and prior jobs
- Job intelligence across live WorkflowMax data
- Reporting that goes past the built-in report set
- Assistants that answer job questions from live data
- Automated job setup, task templating and cost allocation
- Integrations to accounting, document storage and the rest of the stack
The systems we work across
- WorkflowMax
- Xero
- SharePoint and OneDrive
- Google Workspace
- Microsoft 365
- The estimating tools your team already uses
Typical first project
Quote turnaround or reporting. Both are contained, both are measurable against how long it takes today, and both prove out the data access needed for everything after.
Related solutions
- Workflow AutomationThe deterministic plumbing underneath: systems connected, manual steps removed, processes redesigned around what the tooling can now do.
- AI AssistantsAssistants that answer from your own documents, data and process, not from the open internet.
- AI Reporting and Operational IntelligenceReporting that answers the question you actually asked, across the systems your business already runs on.
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.