Andrew Solley

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 …

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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, …

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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…

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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 sele…

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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 pushi…

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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 …

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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…

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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 …

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Tip of the week: Use Appcues to discover key functionality in WorkflowMax

From free intro webinars to our dedicated support centre and online courses, WorkflowMax has a lot of great support content to help users at all stage…

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A new way to get support for WorkflowMax Users

WorkflowMax has a new way to contact our support team providing a better, more secure way to get help.

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