WorkflowMax Implementation

* A Xero Product

Project Management made simple and easy integration with Xero

Our Clients

Run your Business efficiently

Struggling to work out profitability on your projects? Need a single solution to manage the life cycle of a project from lead management, quoting, scheduling, time tracking to invoicing and reporting?

Workflow Max is the one stop platform to run your business more efficiently.

Our Approach

1

Discovery call and business analysis

2

Customised implementation plan

3

One-on-one and/or group Workflow Max training session

4

Your books set up right the first time

5

Work with a Workflow Max expert and save time

6

Ongoing support, as needed

1

2

3

4

5

6

Discovery call and business analysis

Customised implementation plan

One-on-one and/or group Workflow Max training session

Your books set up right the first time

Work with a Workflow Max expert and save time

Ongoing support as needed

Discovery call and business analysis

Customised implementation plan

One-on-one and/or group Workflow Max training session

Your books set up right the first time

Work with a Workflow Max expert and save time

Ongoing support as needed

1

2

3

4

5

6

Discovery call and business analysis

Customised implementation plan

One-on-one and/or group Xero training session

Your books set up right the first time

Work with a Xero expert and save time

Ongoing support, as needed

1

2

3

4

5

6

Discovery call and business analysis

Customised implementation plan

One-on-one and/or group Xero training session

Your books set up right the first time

Work with a Xero expert and save time

Ongoing support, as needed

1

Discovery call and business analysis

2

Customised implementation plan

3

One-on-one and/or group Xero training session

4

Your books set up right the first time

5

Work with a Xero expert and save time

6

Ongoing support, as needed

What we offer

Invite your advisor to collaborate with you on your business in real-time. And give your staff access to the areas they need to do their job.

Spend less time on managing projects and more time delivering value

Spend less time on managing projects and more time delivering value

Lead Manager

From lead to job to invoice. Never miss an opportunity again. Easily track and convert leads into quotes, quotes into jobs and jobs into invoices with a few simple clicks.

Client Manager

Record, retain and report on detailed customer data. Store and track information on the customer notes or documents tab, or use custom fields to store unique client information.

Quotes, Purchase Orders & Invoicing

Generate quotes in minutes using customised templates, keep records of what is being orders including changes and delivery status and invoice out when it suits you, whether on progress amounts or final billing.

Document Management

Save time by automating your email and document storage processes in WorkflowMax. Create your own unique account email and simply send your important attachments and emails directly to the job.

Time Tracking

There are multiple ways to enter time from the mobile app or the timesheet tab. Track billable and non-billable time to boost productivity

Collaboration Manager

From lead to job to invoice. Never miss an opportunity again. Easily track and convert leads into quotes, quotes into jobs and jobs into invoices with a few simple clicks.

Work in progress manager

Get a snapshot of how your current jobs are tracking at any time. See the age of your work in progress, the total live billable value, which jobs and clients are most profitable, and the status at which they currently sit.

Integrations

Seamless integrations and add-on with world class software software providers such as Xero, Zendesk, Hubspot, Dropbox and Google Drive.

Job costing & profitability report

With business performance reporting you can get a snapshot of how you’re tracking at anytime. See who your most profitable employees are and understand profitability across different client categories.

Access our team of experts

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Access our team of experts

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Access our team of experts

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Access our team of experts

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Access our team of experts

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Understand your real-time cash position

Understand better how you’re doing financially with daily updates from your bank accounts and credit cards.

Get paid faster with online invoicing

Send online invoices to your customers and clients – and get updated when they are opened.

Collaborate with your accountant, bookkeeper and team

Invite your advisor to collaborate with you on your business in real-time. And give your staff access to the areas they need to do their job.

Effective controls

Tools such as the assurance dashboard, reports on activity, account transactions and journals help advisors monitor the integrity of data in Xero.

Protect your business data

Xero backs up your data and protects it with multiple layers of security including industry-standard data encryption and secure data centres.

Help when you need it

If you need help, you can choose to let the Xero support team view your data and provide the advice you need on using Xero.

Data you can trust

Direct feeds from banks, software applications and financial institutions mean that data is untouched by human hand as it enters Xero. The experts at Alpha Pro Partners also educate our trainees about the effective use of this data, and how to put it to best use.

Strong access controls

Xero’s wide range of security and detection measures enable tracking of who does what – and if issues are detected, alerts are raised. Only the authorized users and bookkeepers are allowed access to certain features of the system. The overall system can be secured as per requirements by the system administrator.

Information security

Xero protects your precious business information with extra layers of security. Xero Accounting in Dubai is not different. You can now practice the ultimate security mechanism at your workplace and in your system with the integration of Xero software in your operations.

Attach files to data

Store your files and transactions in one place for easy access from anywhere.Repeat the practice during our training sessions, and you will become a pro during the Xero training. All you need to do is practice.

Reduce Manual entry & Paperwork

Don’t waste another minute on data entry chores. Work smarter and faster and remove unnecessary paperwork by including smart practices in your work patterns.Effective Xero training reduces the chances of errors that are otherwise made in manual entries and analysis.

Access our team of experts

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Access our team of experts

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros.

Access our team of experts

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros.

Access our team of experts

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros.

Access our team of experts

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Customer of WorkflowMax

Marketing and PR Agencies

Workflow Max is ideal for creative agencies such as Marketing and PR. Power up your marketing team’s project management software with more than 30 add-ons. From accounting to payroll, document management, and CRM.

ideal for creative agencies
more than 30 add-ons

IT Services

An all-in-one project management tool that will transform your IT services business. Keep track of projects, procurement and lead with this all in one solution.

all in one tool for project management
keep track of important things

Engineers and Surveyors

Get process, profitability and projects in streamlined order with this all-in-one project management tool that will transform your engineering business. Handle complex tasks with different charge out rates seamlessly.

all in one tool for project management
handle complex tasks seamlessly

Architects

If you’re an architect or design project manager, this all-in-one software will help you prioritise from lead to quote to invoice and everything in between.

all in one software
help you prioritise

Business Consultants

Whether you are a management consulting firm or a specialist consultant tracking time and billable hours is crucial. Workflow Max is an all-in-one project management tool that will transform your business.

Track time & billable hours
all in one tool for project management

About Alpha Pro Partners

We believe in helping clients make the most of their financial and operation data to empower your to make decisions to increase profitability and cashflow.

Our aim is to help you succeed and our customer service is second to none in the UAE.Alpha Pro Partners is an Accounting and Consulting firm specialising in the Xero Accounting Software and is based in Dubai and London.

We respond within 24 hours

Our Values

We understand you

To provide Financial Clarity

Act with Integrity

Care

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