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WorkflowMax Featured Product Releases

New on WorkflowMax: Attach supporting documentation to jobs using your mobile app

The WorkflowMax team is proud to release another highly-requested feature: the ability to add supporting documentation to jobs while using the WorkflowMax mobile app. 

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General News

What is a Project Milestone and why are they important?

Have you ever finished a project and wondered how the end result differed so much from the initial plan? Creating and utilising Project Milestones allows you to catch issues earlier and take the appropriate course of action to deliver the intended result.

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WorkflowMax Featured General News

What is a Project Management Plan and why is it important to have one?

The WorkflowMax blog is here to help readers continue to grow their project management knowledge. We recently released our Essential Guide to Project Management and will be featuring segments of the guide in the blog moving forward.

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WorkflowMax Humans of WorkflowMax

Humans of WorkflowMax - Meet Bethanie

Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions, some fascinating facts, and what makes them tick.

We’d like to introduce you to Bethanie, Small Business Specialist based in United Kingdom . We had a chat to her about life in and out of WorkflowMax.

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WorkflowMax

Getting paid on time

You walk into a shop.  You select something off the shelf.  You go to the cashier and pay for it the item.    We never question that. So why should you wait 30 days or more to get paid for the products and services you provide? You work hard for your clients. So you deserve to get paid on time for it.  Especially if you have already agreed to a delayed payment terms. In this post, we will share some tips on how you can enforce your payment terms and get paid faster.

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WorkflowMax Humans of WorkflowMax

Humans of WorkflowMax - Meet Lauren

Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions, some fascinating facts, and what makes them tick.

We’d like to introduce you to Lauren, WorkflowMax Channel Manager based in San Francisco, California. We had a chat to her about life in and out of WorkflowMax.

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WorkflowMax Featured Product Releases

Customise how your invoices are exported to Xero

Consolidate your invoice into a single line or hide your zero line items.

As Xero's WorkflowMax grows globally, we continue to advance our mission of helping our small business customers with enhancements and seamless experiences with our products. Thanks for all your feedback on our roadmap. As part of our ongoing enhancements, we’re excited to announce that another round of invoicing improvements are live from 18 June.

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WorkflowMax

The New Roadmap for WorkflowMax June 2019 update

Our previous areas of focus continue, with several long-term projects underway where we’re investing in the foundations to ensure our ability to scale the platform, and keep your data safe and secure.  This is important work to allow us to move at pace.

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WorkflowMax

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

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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