An easy-to-use web-based app to run your business. From lead tracking, to case/ project management. Reduce the time it takes to track your cases/ projects, invoice customer and share files. Workflow is integrated with QuickbooksOnline, Box file sharing, OneDrive and Microsoft single sign-on for more secuirty and fewer passwords. Everyone sees everything on one page. Workflow makes collaborating easier.
We make it easy by including all of the necessary integrations you need to reduce your workload. Built on Microsoft .NET and hosted in Microsoft Azure, gives you the peace mind that this app is made for the future.
One location for all your customers. Communicate with customers from within the app.
With little effort, connect customers to QBO and create and send invocies from within the Workflow app. Track contractors' and employee's hours in the app and connect with QBO to create contractor bills and track payment.
Link your cases and projects to OneDrive and Box to take advantage of their advanced file sharing features.
Built on .NET, hosted in Azure, stores data in SQL Server, single signon with Authenticator, collaborate with Teams and Yammer. Future proof, secure and reliable.
This is not one-size-fits-all! We can do custom integrations, configure fields, customize email templates and more...
Microsoft single sign one with Authenticator for security. Database backedup in Azure cloud. Hosted in Azure cloud.
Reporting that leverages QBO reports without having your employees directly in QBO.
Analysis with built in profitability dashboard and analysis of custom data points.
Track your own time and managers can review and update their team's hours.
Efficiency with no duplicate data entry. This time tracking data is seemlessly used for analysis, customer invoicing and vendor billing.
We have made it easier to manager your workflow.
Less time to invoice customers
Find your data quickly
Do you have any questions? Please do not hesitate to contact us directly. Our team will come back to you quickly to help you.