Meet the Job Profitability OS

All in one flow; with live margins, WIP, and alerts so you control profit while work happens.

Meet the Job Profitability OS

All in one flow; with live margins, WIP, and alerts so you control profit while work happens.

Meet the Job Profitability OS

All in one flow; with live margins, WIP, and alerts so you control profit while work happens.

You Can’t Fix...

What You Can’t See. 

You Can’t Fix...

What You Can’t See. 

You Can’t Fix...

What You Can’t See. 

Disconnected tools mean missing hours, delayed invoicing, and margins you only discover after month-end.

Disconnected tools mean missing hours, delayed invoicing, and margins you only discover after month-end.

Disconnected tools mean missing hours, delayed invoicing, and margins you only discover after month-end.

Teams juggle CRM, PM, timesheets, and billing, but profit falls through the cracks. 

Teams juggle CRM, PM, timesheets, and billing, but profit falls through the cracks. 

Teams juggle CRM, PM, timesheets, and billing, but profit falls through the cracks. 

See Your Profit Margin In Real-time.

See Your Profit Margin In Real-time.

Job Profitability OS is built for service firms that care about profit, not just projects. It connects the whole journey.

Job Profitability OS is built for service firms that care about profit, not just projects. It connects the whole journey.

Pipeline

Quotes

Jobs

Time & Costs

Invoicing

=

Live
Profitability

Pipeline

Pipeline

Quotes

Quotes

Jobs

Jobs

Time & Costs

Time & Costs

Invoicing

Invoicing

=

Live
Profitability

Live
Profitability

Your profitability flywheel

Your profitability flywheel

Quote with assurance.

Budgets, rate cards, and scope management.

Monitor time and costs in real-time.

No more lost hours.

Proactively manage margins.

Identify leaks before they escalate.

Invoice with accuracy.

Precise invoices lead to quicker cash.

What you get

What you get

Unified quote-to-cash.

Unified quote-to-cash.

CRM, job management, timesheets, purchase orders, and invoicing.

Live work in progress and gross profit.

Live work in progress and gross profit.

View profitability by job, client, or team.

Intelligent alerts.

Intelligent alerts.

Over-budget phases, unlogged hours, and margin fluctuations.

Predictable data.

Predictable data.

Pipeline, delivery, and billing now align.

You’ll run your business with

You’ll run your business with

Fewer tools, fewer handoffs

Fewer tools, fewer handoffs

Earlier warning signals

Earlier warning signals

Faster, cleaner billing

Faster, cleaner billing

Team-wide visibility

Team-wide visibility

The impact we deliver

The impact we deliver

50% reduced admin time

Spend less time on admin work, more on valuable client work.

We moved back and the team actually loves using it; billing is faster and we can see margins live.

We moved back and the team actually loves using it; billing is faster and we can see margins live.

Darlene Robertson

Principal, Surveying & Engineering Firm

It’s the same soul with better bones; job costing, timesheets, and invoicing finally work as one.

It’s the same soul with better bones; job costing, timesheets, and invoicing finally work as one.

Floyd Miles

Implementation Partner

Over 100,000

Users worldwide trust WorkflowMAX to track and manage their jobs.

Users worldwide trust WorkflowMAX to track and manage their jobs.

Why it’s beyond “jobs”

Why it’s beyond “jobs”

WorkflowMAX started as the best “jobs” tool. Job Profitability OS goes further: connect pipeline to payment, so sales, delivery, and finance operate on the same live margin.

WorkflowMAX started as the best “jobs” tool. Job Profitability OS goes further: connect pipeline to payment, so sales, delivery, and finance operate on the same live margin.

Disorganized work ->

Disorganized work

Job focus

Job focus

Late invoicing -->

Late invoicing

Fast, accurate billing

Fast, accurate billing

Gut-based decisions --->

Gut-based decisions

Real-time profitability insights

Real-time profitability insights

Start With the Plan That

Matches Your Team Size; Scale Seats as You Grow.

Start With the Plan That

Matches Your Team Size; Scale Seats as You Grow.

Start With the Plan That

Matches Your Team Size; Scale Seats as You Grow.

If you have any additional questions, feel free to schedule a call with us.

If you have any additional questions, feel free to schedule a call with us.

If you have any additional questions, feel free to schedule a call with us.

No pressure, no sales pitch. Just a chat to see if we're a fit for your firm's unique needs.

No pressure, no sales pitch. Just a chat to see if we're a fit for your firm's unique needs.

No pressure, no sales pitch. Just a chat to see if we're a fit for your firm's unique needs.

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

How is this different from project management tools?

PM tools track tasks. Job Profitability OS tracks profit—costs, time, margins, and billing—in one system.

Do we have to change our billing model?

No. Use fixed fee, progress, or time & materials. The system keeps costs, time, and invoices aligned.

Will this replace some tools?

Yes—that’s the point. CRM ↔ jobs ↔ time ↔ billing are connected, so handoffs and re-entry disappear.

Copyright Workflow Max 2026