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How to scope and evaluate software and plan your move off WorkflowMax
As WorkflowMax approaches its retirement in June 2024, it's important to start planning for a smooth transition to a new job management software that a...
Read Article 5 min read
As WorkflowMax approaches its retirement in June 2024, it's important to start planning for a smooth transition to a new job management software that a...
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As WorkflowMax approaches its retirement in June 2024, it's important to start planning for a smooth transition to a new job management software that …
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After much consideration Xero has decided to retire WorkflowMax on 26 June 2024. This means from this date WorkflowMax will no longer be available. An…
Wishing all our customers a very happy and relaxing holiday period and sending you all big thanks for your support this year.
It seems like just about everything in our daily lives is getting more expensive by the day, from vegetables to petrol. This is largely a result of th…
I have some bittersweet but exciting news to share with you all today. After 2.5 years as the General Manager of WorkflowMax, I'll be stepping into a …
You know the old saying, ‘You don’t know what you don’t know? Well, there are many hidden time-saving features in WorkflowMax that customers don't see…
Today we’re releasing the new ‘folders on invoices’ functionality, which lets you invoice based on the folders you’ve created on your quotes or jobs i…
Let’s take a look at an example of how you might use folders functionality from end to end on a creative project.
In the Winter 2022 Fortune/Deloitte CEO Survey, I read that “more than two-thirds of CEOs appear determined to see sunshine on the horizon.” Asked to …
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We’ve been working hard to bring you the new ‘Folders on invoices’ functionality, which will let you invoice based on the folders you’ve created on yo…
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Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…
The WorkflowMax online support centre provides critical information for new users or businesses evaluating the software. It gets over 30,000 page view…
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We recently caught up with a panel of experts to talk about wellbeing and how important it is when you want to effectively manage a remote team. Gerar…
We recently caught up with a panel of experts to talk about wellbeing and how important it is when you want to effectively manage a remote team. Danie…
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As we come to the end of another big, unsteady year, I’m reflecting on how proud I am of my team and what they’ve accomplished to improve WorkflowMax …
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Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…
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Over the next 12-18 months, every time we do a feature release, we’ll also be updating the design of the pages you see and frequently use in WorkflowM…
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Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…
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You may have been reading lately about topics like burnout, overwork and pandemic fatigue - and it’s no surprise that burnout rates are on the rise, g…
We're excited to announce that the next round of WorkflowMax invoicing improvements goes live today.
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If you’re an eligible small business owner in Victoria, Australia, you could get a $1,200 rebate by subscribing to Xero’s WorkflowMax – the end-to-end…
In this article, we’ll teach you how to craft clear and concise invoice emails to send to your clients.
You’ve told us you want to be able to display and present quotes and estimates in the style that suits your business. And that it should be easy to se…
Use the power of Indemandly and WorkflowMax to manage prospective clients and convert more leads.
Preparing a clear and complete invoice can mean the difference between being paid quickly and disruptions in your business’s cash flow.
In this post, we cover invoicing fundamentals to help you send invoices that get paid faster.
If you need more scheduling power than you can get from WorkflowMax alone, our Float and PlanRight app partners can simplify scheduling to make life e…
New release: Helping UK construction businesses handle and comply with the changes in Domestic Reverse charge VAT legislation in WorkflowMax
Estimating labour costs is a critical part of planning a project. In fact, it can be the difference between a successful project and a failed one.
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WorkflowMax partner guest blog – written by Josh Licence, Digital Specialist at BlueRock Digital. Implementing a digital ecosystem is pivotal to the e…
Xero’s new multi-factor authentication (MFA) process will soon be ready for all WorkflowMax customers.
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Microsoft plans to end support for Internet Explorer 11 (IE11) across its Microsoft 365 apps and services on 17 August 2021. As a result, WorkflowMax …
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On behalf of the entire WorkflowMax team, I’d like to thank all our customers and partners, wish you a happy new year and I hope you can enjoy a well-…
Service businesses typically complete a standard set of activities to deliver a project for a client.
Don’t break your creative flow! Track your time and never miss a second of chargeable minutes again with WorkflowMax’s new time tracker, the Max Timer…
We’re always looking to improve WorkflowMax for our small business clients. And we’re excited to share information about the latest round of enhanceme…
In April this year, WorkflowMax (WFM) released a new version of the API to meet compliance rules being set out by tax offices around the world The det…
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Producing accurate estimates is one of the most important aspects of job management and key to successfully executing projects.
We’re always looking to improve WorkflowMax for our small business clients and we’re excited to share information about the latest round of enhancemen…
A productive team means higher profit margins, more engaged employees, and an overall more efficient service business.
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Your Xero login experience is changing To continue to deliver best practice security standards for all Xero products, from 9 June you may notice a new…
As a new business, delivering the job at hand is often your number one priority and thinking about process optimisation usually takes the back burner.
Professional services businesses and teams have had to transition to working remotely almost overnight.
To our WorkflowMax community, We’re committed to supporting you during this challenging time. Please read more about WorkflowMax’s response to our com…
We wanted to take a moment to share with our customers, partners and communities how Xero / WorkflowMax is responding to the evolving Coronavirus (COV…
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Much like a painted masterpiece, architecture is an art form that has the ability to delight, inspire, and transform.
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Adopting new software can create huge efficiency gains for your business, but implementation requires some upfront work and expertise to ensure you ge…
For many creative agencies, maximising time to complete creative work is usually a top priority.
Time tracking software is critical for capturing employee time against tasks and jobs in the professional services industry.
Quote software can enable a number of benefits for creative agencies. Implementing a solution that’s designed to create, revise, and track quotes can …
As an agency, you know that acquiring new clients takes a lot of prep work. There’s the research, the calls, the emails, the planning, and not to ment…
As we all start to wind up for the year, we’d like to wish all our customers and partners a very happy holidays and hope you have fun, however you cho…
Are you finding that the day to day admin of your business is distracting you from the actual work you love? As co-owners of Sticks & Stones Lands…
We’re excited to announce the next lot of planned enhancements that are centred around the Work in Progress dashboard and reporting functionality are …
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The WorkflowMax blog is here to help readers continue to grow their project management knowledge. As part of our ongoing series, we have been featurin…
One of the most exciting and powerful features offered by WorkflowMax is the ability to immediately gain deep insights into the profitability (or othe…
Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…
Improved integration now with added security The integration between WorkflowMax and Zendesk provides the means for your helpdesk team to input time d…
After announcing our increased investment in WorkflowMax at the last Xerocon, we’ve spent the year building a great team who have made the platform mo…
UK + EU lead the way making online payments even more secure with mandatory implementation of Strong customer authentication (SCA) As the business wor…
Have you ever finished a project and wondered how the end result differed so much from the initial plan? Creating and utilising Project Milestones all…
The WorkflowMax team is proud to release another highly-requested feature: the ability to add supporting documentation to jobs while using the Workflo…
The WorkflowMax blog is here to help readers continue to grow their project management knowledge. We recently released our Essential Guide to Project …
Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…
You walk into a shop. You select something off the shelf. You go to the cashier and pay for it the item. We never question that. So why should you wai…
Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…
Consolidate your invoice into a single line or hide your zero line items. As Xero's WorkflowMax grows globally, we continue to advance our mission of …
Our previous areas of focus continue, with several long-term projects underway where we’re investing in the foundations to ensure our ability to scale…
I had been a WorkflowMax setup partner and coach for over 5 years before I joined the team at WorkflowMax. In this blog I want to share some of my exp…
Variations to the initial scope of a project (also commonly known as change-orders) are not unusual for those who undertake job-based work. Managing t…
We talk about the WorkflowMax product often but not the people behind it. We want to change that by taking the time to chat with the team and share th…
Giving discounts to clients is a reality of business, but many of our clients manage the process in a variety of ways. This week’s tip focuses on the …
A common question we get asked by new users of WorkflowMax is “how do we record time for internal meetings, staff training, admin time, annual leave, …
The majority of small businesses are started by people with a strong passion for the enterprise that they have expertise in. But passion and expertise…
Are you missing important milestones and events for your projects? You don’t have to. With the notification feature in WorkflowMax you can inform sele…
Ask your sales team what they think about Customer Relationship Management (CRM) systems and it’s hard to imagine them professing their undying love f…
End of Financial Year (EOFY) can be a stressful time for many business owners preparing financial records and tax returns, updating records, and pushi…
A lot of businesses using WorkflowMax deal with contractors but what is the best way to work with contractors inside the app? This week's tip focuses …
In today’s challenging markets, the way companies manage their time represents one of the most powerful sources of competitive advantage. If you’re se…
Did you know that you can change the time entry method used by your staff in WorkflowMax? This Tip of the Week will explain the difference between the…
Do you have unique Job Numbering Requirements in your business? Did you know that you can tailor WorkflowMax to work for you, by utilising Custom Job …
From free intro webinars to our dedicated support centre and online courses, WorkflowMax has a lot of great support content to help users at all stage…
WorkflowMax has a new way to contact our support team providing a better, more secure way to get help.
The New Zealand Xero Roadshows have drawn to a close after eight weeks of non-stop trekking around the country. As one of the NZ WorkflowMax Account M…
A New Year often brings fresh hope and excitement for the year ahead. It is a time where you get a moment to reflect on the year that has been and cra…
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A special heartfelt thank you to all our customers as we approach the holiday season What a year 2018 was – a growing WorkflowMax team, record-breakin…
The iCalendar feature within WorkflowMax allows you to sync your important dates within WorkflowMax with your Google Calendar. No more missed mileston…
For most of us the internet is an intrinsic part of our lives. We rely on it to get us where we are going, connect us to friends and family and answer…
We recently took the time to talk with Maree Maxfield, owner of Maxama, a cloud services consultancy business and WorkflowMax set up partner to learn …
Bill more, enjoy increased productivity, and reduce overheads. We recently caught up with Matthew Fooks of Legal Integrated Solutions Ltd, a WorkflowM…
Large corporations get most of the publicity when it comes to cybercrime and hacking. But cyber criminals are also targeting small businesses. Securit…
A few weeks ago, the new shiny iPhone XS entered the market. For all the Apple lovers out there, this might mean being the first to wrap your hands ar…
For many Xero customers in Australia, using two-step authentication (2SA) to access their Xero account is now mandatory – and you will start to see th…
From the 4 December 2018 we will no longer be supporting or developing the older version of WorkflowMax. To make sure you’re getting the most out of W…
Filters are a great way to find information you need in WorkflowMax easily. However a lot of customers don’t know about them – hence this #tipofthewee…
It's never been more important for your business to be aware of prioritising online security and safety, and ensuring everyone in the organisation is …
We are still on a high from Xerocon Brisbane a few weeks ago where Xero’s Chief Partner Officer, Anna Curzon talked about the huge investment we are m…
We sat down with Daniel Richardson, Managing Director of FGS Advisory - a Xero and WorkflowMax implementation partner - to talk about his love of effi…
When you have the opportunity to apply for an internship fresh out of high school, my expectation of what the role would look like came entirely from …
As a small business owner, you often wear many hats at once—marketer, salesperson, human resources, legal counsel, business strategist...the list goes…
Thanks for all your feedback on our roadmap. As part of our ongoing product enhancements, we’re excited to announce our first round of new invoicing f…
We sat down with Xero’s Head of Bookkeeping Melanie Morris to chat about her journey with WorkflowMax, her background as a trainer and Xero Gold Champ…
The value of engaged employees is undeniable. According to Dale Carnegie, companies with engaged employees outperform their non-engaged counterparts b…
Over the past week, users will have noticed a few issues happening with WorkflowMax and the way it connects with Xero. We think it’s only fair to give…
Most people know know efficiency matters. Whether you’re an Auckland based accountant or a Chicago SEO expert, the less time you waste, the more produ…
Bruce Campbell Design is an architectural design business based in Orewa, New Zealand. We spoke to Bruce Campbell, the founder, to get his thoughts on…
You've ticked all the boxes on your productivity checklist, yet you’re dragging behind deadlines. Sure, there can be external factors like lack of sta…
As a WorkflowMax implementation partner, clients place a great deal of trust in us by providing access to the numbers and inner workings of their busi…
The Collaboration Manager is one of the most useful features in WorkflowMax, but it’s severely under-used. That’s why we’ve written this tip of the we…
We chat to WorkflowMax Account Manager Dion Eade and Channel Manager Lauren Hicks before they head off to Xerocon Atlanta 2018. Get the inside scoop o…
It’s exciting times for Fresh Accounting, the only Xero and WorkflowMax partner with offices in Hong Kong and Singapore. We spoke to founder Paul Gard…
One of our focus areas is continuing to protect your data online. At Xero we take data security extremely seriously, and want to make sure you’re prot…
The WorkflowMax roadmap is here! Thank you for all your feedback over the last little while – it’s helped us form a robust vision for the future. We’r…
Thanks for all the amazing feedback that’s been coming through about our website and support centre. We’re proud to see support centre usage on an upw…
As a business owner, it's important to understand where you’re spending your time. But l et's face it, tracking time isn’t the most fun thing in the w…
PB&A is an Auckland based architectural firm with a portfolio spanning some of the city's best known buildings - including The Quadrant, Nixon Cen…
Happy International Women's Day! We're pretty lucky at Xero to meet some incredible business owners so today, to celebrate, we're featuring Anna Cuthb…
Tax time is approaching fast. It’s the time of year small business owners look toward with the kind of looming dread you'd expect to see on a journey …
We’re only a month into 2018 and already we’ve seen some major information security challenges with the disclosure of the Meltdown and Spectre micropr…
Many small business owners struggle to manage their projects from a financial, time management and performance perspective.
We’re super excited to announce the launch of our new website! Nearly 6 months in the making, it’s been a labour of love. The updated site includes a …
Ah, New Year's Resolutions. The time of year when we reflect on what did, and didn't work in 2017, and make well-meaning plans to improve ourselves in…
WorkflowMax and Xero, take online security seriously and we are continuously enhancing our world class security standards. To help your business maint…
Your freshly decorated tree stands proudly in the living room, fairy lights twinkle at the local mall, your colleagues have started planning their hol…
The year is nearly over, and that means it’s time for winding up client projects and taking stock of the year that has been. It’s also the time to go …
More people than ever work remotely, at least part of the week. Here at WorkflowMax, many of our users – and even some of our team – work remotely all…
As most of us have experienced, there are definite benefits to working remotely (for a while anyway). You’ve got independence and flexibility over you…
BowerBird is a platform that helps architects and interior designers connect with journalists and get their work published. Co-founder Ben G Morgan gi…
For the last 8 months or so I’ve been building an extension on my house. It’s a pretty big job, adding a large living space, kitchen, master bedroom a…
Meet the masters of time management: The List Lord, The Eliminator, The Pomodoro Princess, the Cyclops and the Pareto Prince. Think of them as a comic…
Business data is increasingly being stored online in the cloud. What does this mean for your business and your customers? What can you do to make your…
To-do lists are like the bumpers on a bowling alley lane—they keep you in the lines and on track during the workday. However, not all to-do lists are …
I started implementing cloud apps for businesses in 2010, when I left my job as an accountant at the humble age of 22. Back then there were only a han…
Employing a remote workforce can bring major benefits to your business. You can attract and retain a wider pool of global talent, boost team morale, a…
WorkflowMax is turning 10 - woohoo! To celebrate our 10 year anniversary we asked Joanna Bellis – the very first WorkflowMax employee, and our most ex…
Time tracking software is a powerful tool for small business owners. It offers many amazing benefits - including the chance to identify hidden costs, …
It’s that time of the year again! Xerocon Melbourne, the world's most innovative conference for accounting leaders, is just around the corner! We know…
You’ve spent weeks planning this meeting. Your 3 page agenda is perfectly structured, you’ve booked the biggest and brightest boardroom. Whiteboard ma…
Written with contribution from Andrew Butel, CEO at Endgame and co-founder of PlanRight Once you’ve determined that your business requires project-bas…
“No matter how brilliant your mind or strategy, if you’re playing a solo game, you’ll always lose out to a team.” - Reid Hoffman, LinkedIn Co-Founder.…
I’ve been extremely lucky in my career. When I told my colleagues at WorkflowMax I needed to move to the other side of the world, they didn’t recoil i…
Whether you want to hold better meetings, brainstorm creatively, or track the time of your remote team - the internet is brimming with incredible busi…
When you’re in a meeting with your team, discussing the particulars of a certain job, trying to remember which staff member you’ve delegated to what j…
It’s a beautiful, sunny day outside… Why not leave this work for tomorrow? I could write this report now… Or play another round of Tetris? I’ve typed …
Thursdays are tough. We all know it. The end of week slump can be as deadly as the afternoon crash. But what if you could magically transform your Thu…
The day was so promising... What went wrong? You had a wildly productive morning at work - you blitzed through your projects, fired off emails, had a …
Have you ever wondered how they do it? The entrepreneurs, the CEOs, the athletes and rockstars. How do they turn up to work every day with boundless e…
Imagine your dream situation a year from now. Where do you see yourself and your business?
We’ve made a series of enhancements to the Recurring jobs feature in WorkflowMax to help you work more efficiently and save time.
You woke up this morning with great ambitions. You were planning to hit the gym, eat a healthy breakfast, get to the office an hour early and write al…
Guest Post, by Bob Drainville, president, Timesheet Mobile Running a large construction project is likely one of the hardest management challenges tha…
Meeting a new client for the first time is a bit like a blind date. You put on your cleanest, most flattering clothes, take extra care with your hair …
“Data, data, data. I cannot make bricks without clay.” – Sir Arthur Conan Doyle So said the irrepressible Sherlock Holmes in one of Arthur Conan Doyle…
Starting a business is a dream many people have, but only a few are brave enough to step up and give it a go. Getting a creative agency off the ground…
Image plays a big part in how the quality of our services is perceived. That’s a reality. So in the same way that it’s important to update your wardro…
So, your team has worked hard and completed an amazing project. You’ve sent (what you thought was) a comprehensive invoice to the client. Only to rece…
Invoicing is one of the best parts of running a business...the part where you get paid. But it can also be time consuming, confusing and even overwhel…
You're a creative. You have a particular, sometimes chaotic way of working and the last thing you want to be encumbered with regarding the creative pr…
Gaining new clients is a big challenge for any start-up business, but finding them is only the beginning. How do you keep your hard-won clients happy?…
As you pull together timesheets reports to invoice a client for your agency’s stellar work, you note that actual hours are well beyond what you origin…
What online project management tools should you use? How do you stay on top of your time tracking? What makes a great project manager? Find out in you…
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As a new business owner, you likely spend most of your time in the day to day operations of your business. However, when you've got your business off …
Ah, freelancers. As an account manager, they are either the light of your life, or the bane of your existence. Freelancers can save your ass when a pr…
We know the ability to sort and filter jobs is a critical aspect of managing your projects. When you have a lot of jobs on the go, or have open sharin…
Don’t you just love invoicing? As an architect, you’re writing invoices all the time, for huge amounts of money. You’ve probably had enough late-payin…
So you’ve decided to give coworking a try. Coworking continues to rise in popularity in the world of remote workers and entrepreneurs. Instead of work…
Good communication is the most important skill a manager can master. It paves the way for everything else. Without good communication, you can’t be in…
One of the hardest decisions when setting up your agency is deciding on how to price your services. Too high and you risk pricing yourself out of your…
At the heart of any service business are its clients. They’re the ones who pay your bills. Without clients there can be no profit. Yet many service bu…
Find out how the team at Jungle Drums use WorkflowMax and Xero for better invoicing and to track profitability on each job! Today we're talking to Wen…
You’ve finally ditched your scrappy papers and painfully laborious process of invoicing manually, and moved entirely to an online, cloud-based invoici…
Employee time tracking is extremely popular with service businesses, and it’s easy to see why. Time tracking can give you real-time visibility of your…
You’re in a meeting with your team, discussing the particulars of a certain job. Instead of trying to remember which staff member you’ve delegated to …
Sometimes the internet can be a vast and confusing place. And as a time-poor business owner, busy employee or bustling contractor, ain’t nobody got ti…
For over a century, International Women’s Day, held on 8 March each year, has marked a day of celebration and advocacy for women’s rights and equality…
You can hardly believe it. Your dream project has just landed on your desk. You’ve been chasing this client for years, and know the work will perfectl…
The numbers never lie – sometimes, it seems as if you're not getting as many billable hours from your employees as you'd like. This simple truth is th…
As much as you try to deliver flawless services and maintain great client relationships, you're bound to run into some difficult client situations – i…
Search Engine Optimisation... Do those 3 words send a cold shiver down your spine? I promise you’re not alone.
As your business, experience and expertise grows, there inevitably comes a time when you decide you want to raise your rates to better reflect the val…
Throughout history, there have been many notable engineers and inventors who have changed the way we live through their creations and innovations.
If you work in building and construction, attending conferences and trade shows can be extremely beneficial to your career.
You spend half your time worrying about losing your current clients to the competition and the other half frantically trying to find new ones. But wha…
Let’s face it: Break-ups aren’t fun. 2017 has barely gotten off the ground and you’ve already had to call it quits with one of your top-paying clients…
We want to make managing your jobs and time on the go as easy as possible, from wherever you are. Last year we released WorkflowMax for iOS, including…
Awesome! You won a new client, worked hard on the project, and the client is delighted with your results. You fire off a bog standard invoice and wait…
You’re the new agency in a town with a few of the big firms. Your team is young, hip, and talented … but how can you convince clients to give you a ch…
I bet it’s happened to you. You’re casually window shopping on the internet one day - in my case it’s usually a cute dress I don’t need. Your partner …
