Project Planning & Management Software — WorXflo

Project Planning & Management Software

Complex jobs need more than a job sheet. WorXflo's project management tools let you build detailed plans, identify critical paths, assign resources to tasks and give clients real-time visibility — all without buying a separate project management application.

Gantt Charts & Visual Planning

Build detailed project plans with Gantt charts that show task sequences, durations, dependencies and progress at a glance. Share plans with your team and clients, export to PDF for presentations or CSV for further analysis.

Critical Path Analysis

Identify the tasks that, if delayed, will push back the entire project. WorXflo highlights the critical path at a click — so project managers can focus their attention where it matters most and take early action on any delay.

Resource Assignment

Map people and equipment to specific project tasks. Track availability, avoid conflicts and see resource utilisation across all active projects in one view.

Progress Tracking

Job progress on each activity line is updated in real time as work is completed. Project managers see live completion status without chasing engineers for updates.

Client Portal Access

Give your client limited, controlled access to the project plan through the Customer Portal. Clients track milestones, review progress and approve stages without needing to call the office — reducing inbound queries and improving satisfaction.

Milestone-Based Invoicing

Link project milestones to invoice triggers in WorXflo's accounts module. When a milestone is reached and signed off, the corresponding invoice fires automatically — keeping cash flow moving on longer projects.

Task Dependencies

Define dependencies between tasks to ensure work is sequenced correctly. WorXflo flags scheduling conflicts when a predecessor task is delayed, so you can adjust the plan before the impact cascades.

PDF Export & Sharing

Create a PDF of the agreed project plan and share it with stakeholders. A clean, professional document that sets expectations and provides a reference point throughout the project.

See WorXflo in action

One platform. One monthly fee. All features included — from £300/month for up to 25 users.

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