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Tip of the week: Send and Store Emails Directly Against Jobs in WorkflowMax

by Monica Shepherd on Jul 3, 2015 in WorkflowMax Product Updates & Tips


I’ve been speaking with several clients lately about how WorkflowMax works for them in their business, and one thing that I’ve found really interesting is that not all of them were aware that they’re able to store and send emails in WorkflowMax using the Collaboration Manager.

The Collaboration Manager is a handy tool for making sure everyone in your team is on the same page. Using this feature gives you the ability to send emails related to a particular job directly to WorkflowMax and store all correspondence against a job, quote or lead in the ‘notes’ tab. This means that anyone involved in the project can access and view critical information, rather than having it lost in the depths of your personal email inbox. It’s also a simple way of storing related documents against a job or quote as you can just email them in.


Teamwork Makes the Dream Work: Improving Collaboration Among Your Internal Staff

by Chirag Ahuja on Jul 2, 2015 in Architects, Agencies & Creatives, Project Collaboration & Communication, Small Business Tips, Tech & Treats

How much time does your team spend collaborating and communicating? Do you love to get together to throw out ideas for a client project, or throw out concepts with the client to find the perfect solution?


Out of the Office? What to Monitor For Complete Agency Management

by Chirag Ahuja on Jul 1, 2015 in Agencies & Creatives

Whether you’re on vacation, attending a conference, or simply working from home, being out of the office can feel stressful.

Other than potential internet issues, disrupting noise levels, and other unwelcome distractions—being away from your team can sometimes leave you feeling out of touch with your agency.

That’s where the beauty of technology comes into play.

If you’re worried about the mice playing while the cat’s away (or projects slipping through the cracks), this post might help you sleep better at night. Below, we’ve outlined what you should monitor to make sure your agency is running smoothly while you’re out of the office.


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

by Steff Green on Jun 30, 2015 in Small Business Tips, Tech & Treats

Web Distractions is our monthly column of all the strange, weird and wonderful stuff happening on the internet. This month we’ve got a man-made whirlpool, illustrations of true love, and a look at what makes a word. It’s a real grab-bag of weirdness.

Read on for all the links - I hope you don’t have any deadlines today!


Architects: Beat blogger’s block with these 10 types of posts

by Monica Shepherd on Jun 29, 2015 in Architects

Do you get stumped for fresh content ideas when it’s time to write blog copy for your architecture practice’s website?

Coming up with ideas for your content calendar doesn’t actually have to be a challenge! Take some inspiration from the 10 topic ideas below, and then distribute the posts among your team to make your blogging workload a little easier to manage.



Tip of the Week: Getting the most out of Filters in WorkflowMax

by Steve Moss on Jun 26, 2015 in WorkflowMax Product Updates & Tips

Have you ever wanted to view all invoices for a specific client, or see all the work in progress for a specific account manager? Well you can – and more – by using the WorkflowMax data filters feature.

You can create filters, for not only your clients and work in progress, but for invoices and quotes as well. These filters allow you to select and display subsets of your data in ways that make it far more accessible and useful.


How Agencies Can Build Client Trust Through One Weekly Email

by Chirag Ahuja on Jun 25, 2015 in Agencies & Creatives

Client trust is largely built on open and honest communication. It’s your agency’s job to keep the client informed on the status and performance of your agency’s work.

Fortunately, agency management and analytics tools make it easy to proactively give clients a detailed look into your partnership. Keep clients up-to-date on all aspects of your partnership by pulling and sending the following three reports in a weekly email.


4 Data-Backed Ways to Improving Project Collaboration with Clients & Staff at Your Company [Infographic]

by Chirag Ahuja on Jun 24, 2015 in Project Collaboration & Communication, Small Business Tips, Tech & Treats

Research overwhelmingly shows teams that collaborate together produce superior results, and that when staff feel the lines of communication are open and their ideas are listened to, they're happier and more fulfilled at their work. The word is in: collaboration is where its at.

But what if your team shies away from working together? What if you're part of an organisation that puts up silos and makes communication difficult?

Hope is not lost.

As a leader in your business, it's up to you to set the tone for collaboration in your team. You can't be yelling at everyone to work together while you're holed up in a private office with the door barricaded shut. You've got to be the pioneer of collaboration – blazing a trail for your team to follow.

To help you take the first steps, we've created this infographic all about collaboration in your business. Have a look at some of the ideas, and share it with your colleagues and co-conspirators.


10 Residential Architecture Trends Shaping the Next 5 Years [list]

by Steff Green on Jun 23, 2015 in Architects

As architects, trends play an important role in design work. While clients coming to you usually want a design that is unique, they will no doubt be influenced by the features they see in magazines and in their friend’s homes, as well as their own needs and desires (that change with the times).

2000 years ago, pyramids were all the rage. In the 60s there was a lot of natural material, whereas by the 80s more synthetic “space age” materials were used. When the television became a common household feature, the design of living spaces shifted to make the box the focal point of the room (instead of a fireplace or other feature).

And now, our modern lives impact the design of our homes, and this has created some unique trends in architecture and design. How many of these trends have you spotted in your recent client work?


A busy business owner’s guide to taming an out of control email inbox

by Monica Shepherd on Jun 22, 2015 in Architects, Agencies & Creatives, IT Services & Consulting, Business consultants, Small Business Tips, Tech & Treats, Engineers & Surveyors

Secretly, my ultimate goal is an empty inbox. I create folders and subfolders and diligently file emails away as soon as possible, or delete anything I no longer need. The thought of my inbox growing massive in number kind of scares me - an irrational fear that if it grows beyond a certain amount, it’s too late to be saved, and I’d just have to give up and let it run wild. Some might call it OCD, I just like to call it ‘organised’.

Sorting through and dealing with emails can become a time-consuming and unproductive task. While ‘Inbox Zero’ may seem like an unattainable goal, a clean and manageable inbox is within everyone’s grasp. Here are my 10 tips for taming an out of control inbox:

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