Real-time data at your fingertips


Our seamless connection with WorkflowMax is always connected, meaning your reports, forecasts and dashboards are never outdated. WorkflowMax job management shows your jobs and schedule information, we help you project and look into possible outcomes to make better decisions.



  • Transform WorkflowMax data into visual and easy to understand reports.
  • Blend your job management data with other cloud platforms data.
  • Watch your sales and job data come to life in real time.
  • No more spreadsheets, no more pivoting tables.
  • What happens with the data ?

    Once you have connected your WorkflowMax organisation to Savvy Reports, data is only pulled from your job management software into Savvy Reports, no data is ever pushed into your WorkflowMax organisation at any stage.


    Forecasting & Budgets

    Focus on achieving your goals by making great decisions using accurate data.

    Reporting

    Create reports and charts using data from your cloud platforms in no time

    Trend Monitoring

    Easily review trends in your business using your customised reports and forecasting

    Dashboards

    Quick and insightful metrics on the health of your business

    Cross-platform Integration

    Consolidate your data by integrating with one or more cloud platforms

    Customer Support

    Friendly and dedicated world class customer support

    About WorkflowMax?

    WorkflowMax gives you what you need most to run your business, all in one place. Create Jobs, track staff & schedule.


    Job information in one place.

    Get an overview of all your jobs and apply filters as needed. Choose to view by deadline, important dates or staff allocation.

    Track time against estimated.

    See how many hours a job is taking compared to the estimate, and avoid nasty cost overruns.

    Track staff performance.

    Find out who is bringing in the most business. Add specific lead activities to certain staff members and ensure these are ticked off when completed.

    Seamless Xero integration.

    Combine Xero and WorkflowMax for powerful small business invoice software. Push your sales invoices into Xero, with all the info intact. Once reconciled, you can see your profitability in WorkflowMax.

    Getting Started Guide

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    Step 1

    Log into your Savvy Reports account.

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    Step 2

    Navigate to the Add-ons page and add the WorkflowMax Add-on.

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    Step 3

    Fill in your WorkflowMax API credentials and select save to connect.

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    Step 4

    Connection is complete. Start creating forecasts, reports and dashboards.