WorkSmart helps businesses offering professional services to adopt Xero and smart applications to manage workflows - our tools give you anytime access to client information, job data and finances
WorkflowMax - Workflow & job management made easy
WorkSmart are certified partners of WorkflowMax (WFM) a system designed for professional service providers, consultants, creative agencies and many more. WFM can streamline your workflows from lead generation and client management, through to project scheduling, resource allocation, job costing, workforce management and customisable project reporting. WFM is a Xero product so integration with Xero completes the loop providing full financial management, work in progress reporting and wider project management integration.
Manage your time effectively with Time Billing applications
Professional service providers are well placed to understand that time is money and the age old saying "cash is king" cannot be denied. WorkSmart are official partners of MinuteDock and can help you adopt this simple and easy to use application to manage your time. MinuteDock allows you to set projects, project tasks and time budgets providing simple but powerful reporting to keep you on track. With a built in timer you will never miss a minute of billable time and with the ability to integrate with Xero you can manage your customers and their invoices accordingly.
Online appointment scheduling and booking applications
Managing your schedule has never been easier, WorkSmart partners with a range of applications that offer you the ability to place your open appointments online. Through embedding these applications into your website or linking them with your social media applications, your customers can easily book their appointments using any device. Ensuring your customers attend their appointments is important so automated SMS and email reminders are standard features. Enhancing these applications with the ability for your customers to pay at the time of booking is simple. Xero integration completes the loop with customer, payment and invoice information all sent to your accounting system.