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WorkflowMax Featured General News

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 aligns with your business needs. However, researching and evaluating software solutions can be overwhelming. This guide aims to assist you in scoping and evaluating potential job management software solutions, enabling you to make an informed decision. 

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WorkflowMax Featured General News

Xero announces future plans for WorkflowMax

After much consideration Xero has decided to retire WorkflowMax on 26 June 2024.  This means from this date WorkflowMax will no longer be available. And, from today (23 March 2023), no new WorkflowMax trials will be able to be started.

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WorkflowMax

WorkflowMax holiday office hours 2022/23

Wishing all our customers a very happy and relaxing holiday period and sending you all big thanks for your support this year.

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Small Business Tips, Tech & Treats

Recession planning for businesses: 10 strategies for surviving an economic downturn

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 the COVID-19 pandemic that we’ve been managing for the last 2 years, as well as the ongoing war in Ukraine.

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WorkflowMax General News

Koren Wines moves to Xero Asia as Managing Director

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 new role as the Managing Director of Xero Asia effective immediately,  and moving to Singapore with my family at the end of the year.

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Productivity WorkflowMax

5 productivity hacks you should be using in WorkflowMax

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 seem to know about. So, we thought it would be helpful to pull together a snapshot of some of the best productivity hacks that you should be using to speed up your processes and give you more time back in your day. 

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WorkflowMax Featured Product Releases

New release: Making invoicing easier and quicker with folder enhancements

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 in WorkflowMax. This feature has been requested by many customers so we're super excited to share it with you!

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WorkflowMax Featured Product Releases

How a creative agency speeds up and simplifies workflows using folders

Let’s take a look at an example of how you might use folders functionality from end to end on a creative project.

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3 challenges to nail for business resilience

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 describe 2022 in one word, they mentioned ‘hopeful’, ‘opportunity,’ ‘optimistic,’ and ‘recovery’, as well as ‘uncertain’ and ‘challenging’.

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WorkflowMax Featured Product Releases

New release: A brand new look for the invoice information tab

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 your quotes or jobs in WorkflowMax. Today, we begin rolling out these significant enhancements to the invoice information page. We’re calling it ‘phase one’ and it’s a necessary release for us to be able to complete the full ‘Folders on invoices’ release later in April.

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