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WorkflowMax Featured

Transform your business with Project Management Software

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 experiences with you in order to help you transform your business.

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WorkflowMax Featured

Tip of the week: Managing Project Variations and change orders

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 those changes efficiently and effectively can be tricky - but it is essential that they are managed correctly if you are to recover, and profit from, the extra work you will do outside the original scope. This week’s tip focuses on the best ways to manage variations in WorkflowMax.

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WorkflowMax Featured

Humans of WorkflowMax - Meet Adam

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 their thoughts with you. This week we are featuring Adam Jones who is an Account Manager for WorkflowMax based in Sydney, Australia.

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WorkflowMax Featured

Tip of the week: Applying Discounts

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 best way to apply discounts in WorkflowMax.

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WorkflowMax Featured

Tip of the week: How to record non-billable time

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, etc.

This week's tip will highlight how to account for these, and other, non-billable time amounts.

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WorkflowMax

9 tips for creating an effective budget

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 not enough to ensure a successful business.  And as a result, approximately 50% of small businesses fold within 5 years.

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WorkflowMax

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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