Your books, in step — no double entry.
Invoices, bills, purchase orders and credit notes push to Xero; payments and contact changes flow straight back via webhook. Enter it once in WorkshopMax and Xero stays current on its own.
Invoices · Bills · Purchase orders · Payments · Contacts
Snap the receipt. We do the rest.
Photograph a supplier receipt and WorkshopMax reads the supplier, branch, GST and total — then files it as a bill in Xero with the image attached — no keying it in by hand.
Receipts · Expenses · Suppliers · Xero bills
Know your margin before you invoice.
Every job shows revenue, cost and live margin as you add labour, materials, expenses and machinery — so you never find out a job lost money after it's already been billed.
Job costing · Reports · Team utilisation
One contract. Every site. One invoice.
Set a recurring service once and WorkshopMax raises the visit jobs per branch as they fall due, then bills them together on a single consolidated invoice for head office.
Contracts · Recurring jobs · Consolidated invoicing
Many branches. One Xero contact.
Bill a head office while tracking work across all of its sites — no duplicate contacts clogging up Xero. Find a client's branches automatically from their name or website.
Multi-site clients · Auto-import sites · Xero contacts
A photo in. A quote out.
Snap the job or jot a note and WorkshopMax drafts the quote lines — in your own price book and labour rates. You review, tweak and send. A first draft in a minute, not fifteen.
Quotes · Price books · Photo & notes
Everything your trade business runs on.
Purpose-built for trade businesses — one app for the field and the workshop, not a generic invoicer with jobs bolted on.
Quote → Job → Invoice
One connected lifecycle. Accept a quote and the job and invoice follow, with full history and versioned quotes.
Drag-and-drop scheduling
Assign technicians, move work around the board, and see who's booked at a glance.
Field-ready mobile app
Technicians clock on, add materials by barcode, snap job photos, capture sign-off — even offline.
Inventory, stock & assets
Live stock levels, price books and stocktakes, plus tool, vehicle & machinery tracking with utilisation analytics.
Two-way Xero sync
Push invoices, bills and POs, pull payments back automatically, and keep contacts in step both ways.
Reports & team utilisation
Billing trends, quote win-rate, invoice aging, job profitability and live team utilisation.
Your books, without the double entry.
Most job apps push invoices one way and leave you reconciling by hand. WorkshopMax goes both ways and stays in step.
- ✓Send via Xero — email the online invoice with a pay-now link, straight from the job.
- ✓Payments sync back automatically the moment they're paid in Xero.
- ✓Bills & purchase orders — push as a draft bill or a native Xero PO, your choice.
- ✓Credit notes raised against an invoice and allocated in Xero.
- ✓Two-way contacts and account/GST mapping from your real chart of accounts.
WorkshopMax vs the field.
How WorkshopMax stacks up against Tradify and Fergus on the things a busy trade business actually feels.
| Capability | WorkshopMax | Tradify | Fergus |
|---|---|---|---|
| Quote → Job → Invoice workflow | ✓ | ✓ | ✓ |
| AI quote draftingfrom a photo or a note, priced off your price book | ✓ | — | — |
| AI receipt scanning → Xero billphoto in, supplier bill out with GST & the image attached | ✓ | — | — |
| One app for field and workshopon-site jobs + bench / shop-floor work | ✓ | Field-first | Field-first |
| Offline-first field appkeep working with no signal | ✓ | Partial | Partial |
| Multi-site clients, one Xero contacthead-office billing + many branches, no duplicate contacts | ✓ | — | Partial |
| Auto-import client branchesfind sites from the client's name / website | ✓ | — | — |
| Recurring maintenance across sitesone contract, auto-scheduled per branch, one consolidated invoice | ✓ | — | Partial |
| Two-way Xero contact sync | ✓ | One-way | One-way |
| Bill or native Xero PO (your choice) | ✓ | — | — |
| Machinery & asset utilisation analytics | ✓ | — | Partial |
| Live team utilisation dashboard | ✓ | Partial | ✓ |
| Live job profitabilitymargin vs quote while the job's still running | ✓ | Partial | Partial |
| Full document history with who & why | ✓ | Partial | Partial |
| Auto-deposit on quote acceptancedraft deposit invoice raised the moment a quote is accepted | ✓ | Partial | Partial |
| Credit notes synced to Xero | ✓ | ✓ | ✓ |
| Stocktakes & price-book imports | ✓ | Partial | — |
Comparison is indicative, based on publicly documented features (2026). Tradify and Fergus are trademarks of their respective owners — please verify current capabilities with each vendor.
The whole day, the moment you open it.
The home screen leads with the time, your next job and one big Clock in — no hunting through menus. Everything a tech needs on site is a tap away.
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Your day at a glance
Live clock, the next job and any overdue work up top — plus whether you're currently on the clock.
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Start travel & navigate
One tap logs billable travel time and opens maps. GPS spots your arrival and prompts you to clock in.
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“On my way” text
Fires off a native text to the customer as you leave — plus one-tap Call, Text and Map for every job.
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Scan parts & receipts
Add materials by barcode and AI-scan supplier receipts straight into expenses — even offline.
Get the field app
Scan to install on your phone — or tap here.
Clock on / off
Time straight onto the job, with a light GPS stamp for proof of presence.
Photos & sign-off
Snap progress photos and capture the client's signature on completion.
Works offline
Keep clocking on, adding parts and taking photos with no signal — it all syncs when you're back.
Simple per-user pricing.
Pay per user, per month — no lock-in, cancel anytime. Every plan includes the offline field app and two-way Xero. We're finalising pricing ahead of launch, so get in touch for founding-member rates.
Starter
Everything a small team needs to quote, run and invoice.
- ✓Quote → Job → Invoice
- ✓Two-way Xero sync
- ✓Field mobile app — works offline
- ✓Scheduling & client management
- ✓Photos & customer sign-off
Team
The full toolkit for a busy trade business.
- ✓Everything in Starter, plus:
- ✓Inventory, stock & asset tracking
- ✓AI receipt scanning → Xero bills
- ✓AI quote drafting from a photo
- ✓Multi-site clients & recurring maintenance
- ✓Reports & live team utilisation
Business
For larger teams that want a hand getting set up and priority support.
- ✓Everything in Team, plus:
- ✓Priority support
- ✓Guided onboarding & data import
- ✓Advanced reporting
- ✓Multiple business entities
Plans and prices are being finalised ahead of launch. Register your interest and we'll be in touch with the details and founding-member rates.
Be first to know when we launch.
WorkshopMax isn't open to the public just yet. Leave your details and we'll invite you as soon as it is.