What's new at WorkflowMax...

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How to Manage ‘Flexible’ Staff - Part 1

by Glennis Stuckey on Mar 4, 2015 in Small Business Tips, Time and staff

You’ve probably noticed that the term ‘flexible staff’ is increasingly being used by businesses recruiting for new roles. So, I want to shed some light on how using flexible team members in your business can increase productivity and decrease expenses - and then, in part 2 of this series, I’ll look at how to use WorkflowMax to help you manage them.


10 Social Media Lessons You Can Learn from Cats

by Steff Green on Mar 3, 2015 in Small Business Tips

Here at WorkflowMax, we love our cats. Well, some people are more dog-people, but they don’t write the blog. Monica and I do. So that’s why you get articles like 10 Lessons These Cats Can Teach Us About Staying on Top of Deadlines, 7 Marketing Lessons Business Owners Can Learn from Grumpy Cat and 11 Project Management Lessons Learned from Cats.

Today, we take to the feline streets to find out what these savvy kitties have to say about managing your social media.


Top 8 SEO Tips for WorkflowMax Advisors & IT Setup Partners for Getting More Traffic From Google

by Monica Shepherd on Mar 2, 2015 in Accountants & Bookkeepers, Small Business Tips

How well is your website performing in search engine rankings? In today’s competitive environment, you can no longer afford to ignore the power of having a very strong online presence. A high search engine ranking means greater brand visibility, increased click-throughs from high-quality traffic and ultimately more leads and revenue. A well-performing website could therefore mean the difference between your business flying or flunking.

However, the reality is, given the competitiveness of the online space for accountants and bookkeepers, that simply trying to rank highly for the word ‘accountant’ or ‘bookkeeper’ is an unrealistic goal. Today I’m going to focus on how you can present your services in order to optimise your site for best results on other more targeted search terms and service offerings.


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:


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