WorkflowMAX Package Features: Which Plan Is Right for Your Construction Business?

WorkflowMAX offers three package tiers - Essentials, Pro, and Advanced - each unlocking a different level of job management, reporting, and automation for construction businesses. The right package depends on how many people are using the system, how complex your job costing and invoicing needs are, and whether you need advanced reporting, approval workflows, or deeper integrations like Xero payroll exports and API access.

Below, you can see exactly what's included in each WorkflowMAX package - from quoting and job phases through to invoicing, purchasing, and reporting - so you can see feature-by-feature what changes as you move up a tier. If you're not sure which plan fits your construction business, ConTech Solutions can map your current workflow against each package and recommend the right fit.

Are you already using WorkflowMAX? Talk to us about our 300pt workflow audit to see how you could be using it smarter!

Essentials Pro Advanced
EssMin. 3 users
ProMin. 5 users
AdvMin. 10 users
Sales & Quoting
Leads
✓p
✓a
Quote
✓e
✓p
✓a
Quote – Variations
✓p
✓a
Job Management
Jobs
✓e
✓p
✓a
Job Phases
✓p
✓a
Kanban View
✓p
✓a
Scheduling
✓e
✓p
✓a
Capacity Planning
✓a
Time Tracking
Timesheet
✓e
✓p
✓a
Pause Timer
✓e
✓p
✓a
Consolidated Task View (Task Manager)
✓p
✓a
Timesheet Reminders
✓p
✓a
Export Timesheets (Xero Payroll)
✓p
✓a
Timesheet Approvals + Approval Workflows
✓a
M365 + Google Calendar Integration
✓a
Invoicing & Billing
Invoice
✓e
✓p
✓a
Invoicing by Phase
✓p
✓a
Invoice by %
✓p
✓a
Bulk Invoice Approval
✓p
✓a
Import Invoices from Xero
✓p
✓a
Individual WIP Entry Management
✓a
Purchasing
Purchase Order
✓e
✓p
✓a
Stock Receiving Workflows
✓p
✓a
Bulk PO Creation
✓p
✓a
Multi-Currency (Purchasing)
✓p
✓a
EssMin. 3 users
ProMin. 5 users
AdvMin. 10 users
Contacts & Clients
Contacts
✓e
✓p
✓a
Clients
✓e
✓p
✓a
Collaboration Manager (Email-In)
✓p
✓a
Reporting & Dashboards
Dashboard
✓e
✓p
✓a
Customisable Dashboard
✓p
✓a
Custom Reporting
✓p
✓a
Productivity / Capacity Reporting
✓p
✓a
Custom Reports – Filter Views
✓a
Scheduled Reports
✓a
Customisation & Settings
Custom Fields
✓p
✓a
Custom Task Rates + Custom Job Rates
✓p
✓a
Documents – Custom Templates
✓p
✓a
Create Roles (Permissions)
✓p
✓a
Global Search
✓e
✓p
✓a
Integrations & API
Accounting Integration (1x included)
✓e
✓p
✓a
Zapier Integration
✓p
✓a
HubSpot Integration
✓e
✓p
✓a
Airwallex Integration
✓e
✓p
✓a
DMS Integration
✓p
✓a
API Access
✓p
✓a
Notifications & Communication
Default Notifications
✓e
✓p
✓a
Custom Notifications
✓p
✓a
Mobile & Apps
Native Mobile App (iOS / Android)
✓e
✓p
✓a
Feature availability shown above reflects WorkflowMAX's published 2026 package tiers. ConTech Solutions can help you decide which plan fits your team.

  • Essentials suits small construction businesses (minimum 3 users) that need to move off spreadsheets and manual quoting, but don't yet need job phases, Kanban boards, or advanced reporting. It covers the core job lifecycle: quoting, jobs, scheduling, timesheets, invoicing, and purchase orders.

    Good fit if you: run a small crew, need one clean system for quotes-to-invoices, and don't yet need phase-level cost tracking or approval workflows.

  • Pro (minimum 5 users) adds the features most construction businesses grow into: job phases, Kanban job views, custom reporting, invoicing by phase or percentage, bulk invoice approvals, and integrations like Zapier and DMS. This is where job costing starts to reflect how construction projects actually run — broken into stages, not treated as one lump job.

    Good fit if you: manage several jobs at once, need to track cost and progress by phase (e.g. groundworks, framing, fit-out), and want more flexible invoicing options.

  • Advanced (minimum 10 users) is built for businesses juggling real project complexity: capacity planning, timesheet approval workflows, individual WIP entry management, scheduled custom reports, and full API access. It's the tier for businesses that need tighter financial control and more oversight across a larger team.

    Good fit if you: have a larger team, need formal timesheet approval chains, want to plan team capacity ahead of time, and need deeper reporting or system integrations.

Talk to us about the best fit for your business!

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WorkflowMAX x ConTech Solutions Case Studies

NZ Construction Software Case Studies | ConTech Solutions
How HF Home Maintenance Built a WorkflowMAX System Ready to Scale
How HF Home Maintenance Built a WorkflowMAX System Ready to Scale

Discover how ConTech Solutions helped HF Home Maintenance optimise WorkflowMax across six territories — delivering cross-territory reporting, operational efficiency, and a scalable system built for rapid growth.

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How Clarke Underground Unlocked the Full Power of WorkflowMAX
How Clarke Underground Unlocked the Full Power of WorkflowMAX

ConTech Solutions helped Clarke Underground move beyond basic WorkflowMax usage - delivering phase-level job tracking, real profitability reporting, and faster job creation through targeted system optimisation for increased ROI and better more efficient systems.

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