What's new at WorkflowMax...

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Tip of the Week: Quickly add new staff to a job

by Genny Stevens on Feb 27, 2015 in WorkflowMax Customers (Tips, etc.), Jobs and quotes

Did you know there’s a super easy way to add staff, or assign or reassign job or account managers to jobs in WorkflowMax?

Maybe you’ve had staff join or leave, or you have imported a lot of jobs without assigning staff, either way this top tip will save you hours making sure the right people are assigned to the right jobs.


Grab your popcorn, it’s showtime. WorkflowMax TV is here!

by Monica Shepherd on Feb 26, 2015 in Architects, Agencies & Creatives, Accountants & Bookkeepers, WorkflowMax Customers (Tips, etc.), Engineers, Building & Construction, IT Consultants, Business consultants, Small business tips and tricks

More reality than the Kardashians, more compelling than CSI, more addictive than Masterchef… OK, maybe not quite, but nevertheless, WorkflowMax TV is now here and we know it would take home the Emmy for best online video tutorials if such a category actually existed!


Web Distractions: What's Interesting on the Web in Feb

by Steff Green on Feb 25, 2015 in Web Distractions

We’re starting a new monthly column here on the blog. Called Web Distractions, each month we’ll do a round-up of interesting articles, galleries, slideshows and videos from all over the web, covering every subject under the sun.

Monica and I are constantly coming across interesting titbits while researching our articles, and we’d love to share some with you. Here are some great things we’ve found this week


5 Unconventional Tips for Planning Your Home Office

by Steff Green on Feb 24, 2015 in Small Business Tips

In my last article, I talked about my typical work day living and working off-the-grid. I work from the off-grid, eco-home I built with my husband in a rural area outside Auckland. I’m not going to lie - my life is pretty awesome, and it’s thanks to the flexible work policies at Xero/WorkflowMax that made it so. (So if you’re looking for a great company to work for - check us out!)

In order for me to work successfully from home, I needed to set up a home office. I’ve been working from my new office for a little over a year now and it’s been pretty successful so far, so I thought I’d share some of my tips. While most home office articles will advise you to choose the correct lighting and trade in your firstborn child for an expensive ergonomic chair (and all this advice is very sensible and true, apart from the child-trading), my tips are a bit more eccentric.

They also work.


Psst - here’s a sneak peek at WorkflowMax TV!

by Monica Shepherd on Feb 23, 2015 in WorkflowMax Customers (Tips, etc.)

Our awesome new online resource - WorkflowMax TV - is just about ready for launch. We can’t quite reveal all just yet, but like any good TV build up, we want to keep you in suspense a little longer with this teaser preview.

Here’s a quick sneak peek at what you can expect from our new hub of online videos and tutorials - coming this week!


Tip of the Week: Use custom fields to record important client data

by Genny Stevens on Feb 20, 2015 in Architects, Agencies & Creatives, Accountants & Bookkeepers, Engineers, Building & Construction, Business consultants, Small business tips and tricks, Clients and contacts

Did you know that creating custom fields in your contacts allows you to record any information you want against clients, leads and suppliers? But why, exactly, is that so awesome?

Here are four reasons why you should be creating a powerful database using custom fields in your client records - as well as a short video with instructions on how you can easily set up your own:


5 Awesome Benefits Job Management Software Will Deliver to Your Clients

by Monica Shepherd on Feb 19, 2015 in Architects, Agencies & Creatives, WorkflowMax Customers (Tips, etc.), Technology (The Cloud, etc.), Job/Project Management, Engineers, Building & Construction, Small Business Tips, IT Consultants

Often the motivation behind implementing job management or workflow management software largely comes from the positive impact it will have on your business operations - things such as improved administration efficiencies, reduced paperwork, cost-effective systems and improved financial visibility, to name a few.

All these benefits are great for you and your employees, and make a huge impact on your ability to run a successful and smooth-running enterprise.

But what about your customers? Better systems also lead to improved customer service and ultimately increased customer retention and referrals.

Here are just 5 ways you may not have thought of that job management software like WorkflowMax will also help boost your business reputation with customers:


Digital Storage: The Efficiency Advantage

by Digital Documents, LLC on Feb 18, 2015 in Technology (The Cloud, etc.), Small Business Tips

If you're running a small business - and there are nearly 30 million of you in the U.S. alone - then you know the old adage rings true: Time really is money. For many small companies, trying to maximize time for current projects and new initiatives is now dominated by conversations about technology: The cloud, for example, provides an excellent starting point for businesses looking to offload highly technical responsibilities and focus on core offerings.

Hand-in-hand with these cloud technologies, however, is the concept of digital storage: Scanning, converting and preserving work in electronic format to increase overall efficiency.

Here's what it means for your bottom line:


3D Printed Homes & Small Space Cleverness: Architecture Trends to Watch in 2015

by Steff Green on Feb 17, 2015 in Architects

4000 years ago, every king wanted a pyramid. 500 years ago, the king was chomping at the bit for a castle. Now, he’s just as likely to be asking for a modernist glass cube or a forest cabin made from sustainable concrete. When it comes to architecture, there’s just no accounting for taste … or for trends.

Although many architectural trends are timeless, there’s definitely a fresh set of ideas and themes fading in and out of popularity every year. In this article, we take a look at what we think some of the emerging trends in architecture are.


Agencies and Creatives: Learn How To Build a Strong Content Marketing Foundation [Virtual Event]

by Chirag Ahuja on Feb 16, 2015 in Events

Image from Tom Fishbourne.

Businesses of all shapes and sizes are engaging with core audiences through content creation and distribution. Blog posts (like this one), email and social media are just a few of the channels that have become commonplace to share quick tips, product insights and company messages. 


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