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WorkflowMax Featured

Tip of the week: Using Notifications

Are you missing important milestones and events for your projects? You don’t have to. With the notification feature in WorkflowMax you can inform selected staff members by email, on-screen alerts, or RSS feeds when certain job-related events take place.

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Step by step guide to identifying and correcting your job data in WorkflowMax

You’ve landed in this section because you answered NO your business does not report on the invoiced value of time in the WIP Ledger. We recommend that you read the instructions below, in full before proceeding, and keep them handy to refer back to.

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Step by step guide to identifying and correcting your job data in WorkflowMax

You’ve landed in this section because you answered YES your business does report on the invoiced value of time in the WIP Ledger. We recommend that you read over the instructions below, in full, before proceeding, and keep them handy to refer back to.

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Estimated billings error

An error has occurred in WorkflowMax where some Estimated Billings were not cleared after being invoiced based on 'actual time and costs' - this has now been fixed.

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WorkflowMax

Exsalerate + WorkflowMax: Combine New Business, Workflow & Account Management

Ask your sales team what they think about Customer Relationship Management (CRM) systems and it’s hard to imagine them professing their undying love for such a tool. That’s probably because their past relationships with CRM’s have been ‘complicated’.

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WorkflowMax

3 tips to get ahead in the new financial year

End of Financial Year (EOFY) can be a stressful time for many business owners preparing financial records and tax returns, updating records, and pushing to close as many deals as possible. In addition to these activities, EOFY is a good opportunity to assess how you can run your business more efficiently.

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WorkflowMax

Tip of the week: Managing contractors in WorkflowMax

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 on three methods you can use to manage contractors in WorkflowMax.

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WorkflowMax

PlanRight + WorkflowMax: Transforming businesses one schedule at a time

In today’s challenging markets, the way companies manage their time represents one of the most powerful sources of competitive advantage. If you’re second guessing how much work your business can take on, it’s going to be hard to manage daily or weekly changes to workflow and even tougher to future-plan with confidence.

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WorkflowMax

Tip of the week: Changing the time entry method in WorkflowMax

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 two time entry options, and how to switch between them.

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WorkflowMax Featured

Tip of the week: Using Custom Job Numbers in WorkflowMax

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 Number Sequences?

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