Max Portal
Works in any industry Automation Workflow

Every customer's work, created and on track

Run your team's work as projects and tasks, and let templates create the yearly work for each customer.

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This week
Harbour Bakery · Annual inspectionAssigned to Priya · Due Friday
In progress
North Shore Dental · Equipment serviceAssigned to Sam · Due Monday
To do
Lakeview Holdings · Quarterly reviewCreated from template
To do
J. Morgan · Personal taxWaiting for review
Review
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Projects and tasks

See who is doing what

Keep every job in a project, break it into tasks and follow it on a board.

  • Projects with milestones and billing types
  • Tasks with assignees and checklists
  • Boards
  • Recurring tasks
Harbour Bakery, annual inspection
Book the visitChecklist 3 of 5
In progress
Inspect the equipmentAssigned to Priya
To do
Manager reviewMilestone
To do
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Automation

Let the yearly work create itself

Build a task template once, then apply it to the customers it fits. Max Portal creates the work for you.

  • Task templates applied to your customers
  • Yearly tasks from each customer's year-end
  • Rules for which customers a template applies to
  • Preview first, or run it now
Template: Annual inspection
Applies toBusiness customers
42 customers
Created fromEach customer's year-end
Yearly
PreviewCheck before you run
Ready
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Time

Know where the hours went

Track time as you work. With Billing & Expenses, turn that time into an invoice.

  • Timers and timesheets
  • Turn time into an invoice, with Billing & Expenses
  • Choose which projects a customer can see
Timesheet
Harbour Bakery, annual inspectionInspect the equipment
2h 15m
North Shore DentalEquipment service
1h 40m
Ready to invoiceThis week
3h 55m
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Any industry

Works for any kind of business

The same module, used in different ways. These are examples.

Trades & contractors

Every job as a project, with a checklist for your crew.

Agencies & studios

Client projects with milestones and time tracking.

Property & facilities

Recurring inspection and maintenance tasks.

Accounting & legal

Yearly work created from each customer's year-end.

What's included

Projects

With billing types and milestones.

Tasks

Assignees, checklists and boards.

Recurring tasks

Work that comes back on schedule.

Time tracking

Timers and timesheets.

Task templates

Build once and apply to your customers.

Year-end tasks

Created from each customer's own year-end.

Ongoing services

Projects for work that never really ends.

Targeting rules

Choose which customers a template applies to.

Customer visibility

Decide project by project what a customer can see.

Frequently asked questions

Can a task template follow each customer's year-end?

Yes. Yearly tasks are created from the year-end on each customer's record, so customers with different year-ends get their work at the right time.

Can I check what automation will do first?

Yes. You can preview a template's result before it runs, or run it straight away.

Does it include Gantt charts?

No. Work is shown as lists and boards.

Works with the rest of Max Portal

CoreBilling & ExpensesAdvanced ReminderAppointmentsAttendanceInventory ManagementPurchase ManagementAssets Management

Add Automation Workflow to your plan

Choose your plan, then pick your modules in the next step.

See plans and pricing