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The Unconventional Guide to Work

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12 Days of WorkflowMax Christmas

A WorkflowMax riff on the popular Christmas carol. We'd love if you could share this fun song with your colleagues, friends and clients!

On the First Day of Christmas, WorkflowMax Gave to Me:

… Enough time to enjoy a cup of tea

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Image from likethispic.

With WorkflowMax managing your jobs and admin for you, you can save hours a month on your business. That means you’ve got plenty of time to get on with the important things in life.

And tea is very, very important.

On the Second Day of Christmas, WorkflowMax Gave to Me:

Two scheduled jobs

And enough time to enjoy a cup of tea

Laptop Work-2

In WorkflowMax you can create and schedule jobs, add team members to each job, and get a snapshot of everything that’s going on in your business.

On the Third Day of Christmas, WorkflowMax Gave to Me:

Three Task Templates

Two scheduled jobs

and enough time to enjoy a cup of tea

christmas-presents

Use task templates for jobs you do all the time to make quoting, setting up jobs, and invoicing even simpler. For example, if you’re a graphic design company, you can create a template for business cards that will enter the same details every time you do this job. Using templates saves you tons of time.

On the Forth Day of Christmas, WorkflowMax Gave to Me:

Four Mobile workers

Three Task Templates

Two scheduled jobs

and enough time to enjoy a cup of tea

 ConstructioniPad

Image from eStrategy Pro.

Because WorkflowMax is in the cloud, you can send your team out on to job sites or to meetings across the city, and they’ll be able to log in to view client details and log their hours.

On the Fifth Day of Christmas, WorkflowMax Gave to Me:

Fiiiive brand new leads

Four Mobile workers

Three task templates

Two scheduled jobs

and enough time to enjoy a cup of tea

five-people-waiting-for-their-interviews_web

Image from Daily Worth.

Use the lead manager to track and manage leads - it even integrates with popular CRMs like Salesforce and Exsalerate. With the click of a button, you can turn a lead into a job.

On the Sixth Day of Christmas, WorkflowMax Gave to Me:

Six ways of time tracking

Fiiiive brand new leads

Four mobile workers

Three task templates

Two scheduled jobs

and enough time to enjoy a cup of tea

christmas-clock-1

With WorkflowMax, your team can track time in six different ways. Now everyone can track time the way they like best.

On the Seventh Day of Christmas, WorkflowMax Gave to Me:

Seven clients collaborating

Six ways of time tracking

Fiiiive brand new leads

Four mobile workers

Three task templates

Two scheduled jobs

and enough time to enjoy a cup of tea

Collaboration-1

You can give clients their own special WorkflowMax log in, so they can go in and see the status of their job, check and collaborate on documents, and sign off work for the next stage.

On the Eighth Day of Christmas, WorkflowMax Gave to Me:

Eight minutes for quoting

Seven clients collaborating

Six ways of time tracking

Fiiiive brand new leads

Four mobile workers

Three task templates

Two scheduled jobs

and enough time to enjoy a cup of tea

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For many businesses, quoting can take hours. But with WorkflowMax, that time goes down to minutes, because all the info is already in the system - it’s just a matter of clicking it into place.

On the Ninth Day of Christmas, WorkflowMax Gave to Me:

Nine Invoices a-sending

Eight minutes for quoting

Seven clients collaborating

Six ways of time tracking

Fiiiive brand new leads

Four mobile workers

Three task templates

Two scheduled jobs

and enough time to enjoy a cup of tea

Christmas-presents-–-bliss-or-bummer

With a click of a button, you can turn your completed job into an invoice and send it off to the client. You retain complete control over the invoice - not only can it be branded for your company, but you can also change or add any information you like. Invoicing has never been simpler.

On the Tenth Day of Christmas, WorkflowMax Gave to Me:

Ten timesheets a-submitting

Nine Invoices a-sending

Eight minutes for quoting

Seven clients collaborating

Six ways of time tracking

Fiiiive brand new leads

Four mobile workers

Three task templates

Two scheduled jobs

and enough time to enjoy a cup of tea

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Image from Kidspot.

Employees can fill in and submit their own timesheets, and you can instantly see who to give that Christmas bonus to.

On the Eleventh Day of Christmas, WorkflowMax Gave to Me:

Eleven admin hours a saving

Ten timesheets a-submitting

Nine Invoices a-sending

Eight minutes for quoting

Seven clients collaborating

Six ways of time tracking

Fiiiive brand new leads

Four mobile workers

Three task templates

Two scheduled jobs

and enough time to enjoy a cup of tea

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With WorkflowMax working as a complete end-to-end business solution, you won’t believe the number of admin hours you’ll save. What will you do with all that spare time? Go on holiday? Take the kids to the movies? Drink more tea?

On the Twelfth Day of Christmas, WorkflowMax Gave to Me:

Twelve add-ons integrating

Eleven admin hours a-saving

Ten timesheets a-submitting

Nine Invoices a-sending

Eight minutes for quoting

Seven clients collaborating

Six ways of time tracking

Fiiiive brand new leads

Four mobile workers

Three task templates

Two scheduled jobs

and enough time to enjoy a cup of tea

WorkflowMax also wors together with over 25 other software solutions, so you can customise your system to do whatever you need. Popular add-ons include Xero for accounting, Salesforce for CRM, iPayroll for payroll management, Box, DropBox and Google Drive for document management, and Zendesk for support.

keep-calm-and-have-a-cup-of-tea

It’s been an amazing year, folks - and we’re thrilled you’re sharing the WorkflowMax love and using the software to grow your companies. We look forward to even more improvements in 2015!

Merry Christmas from the WorkflowMax team!