Platinum WorkflowMAX Implementation Partner

WorkflowMAX Packages Compared: Essentials, Pro and Advanced

Compare every WorkflowMAX package side by side to find the right fit for your construction or trade business. Essentials suits small teams replacing spreadsheets, Pro adds phases and more control, and Advanced adds approvals and custom reporting for larger teams.

ConTech Solutions implements WorkflowMAX for NZ builders and contractors, so we can help you choose a package and set it up properly from day one.

Which WorkflowMAX Package Is Right for You?

Each package builds on the one before it.

Minimum 3 users

Essentials

The essentials to replace spreadsheets and manage jobs end to end. Best for small teams.

  • Quotes, jobs and scheduling
  • Timesheets with pause timer
  • Invoicing and purchase orders
  • One accounting integration
Minimum 5 users

Pro

More control over jobs, invoicing and purchasing. Best for teams that need phases and pipeline tracking.

  • Everything in Essentials
  • Leads and quote variations
  • Job phases and Kanban view
  • Custom reporting, fields and API access
Minimum 10 users

Advanced

Approvals, capacity and reporting at scale. Best for larger teams with admin or finance staff.

  • Everything in Pro
  • Capacity planning
  • Timesheet approval workflows
  • Scheduled reports and calendar sync

WorkflowMAX Package Comparison Chart

Every feature, tier by tier.

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.

WorkflowMAX x ConTech Solutions Case Studies