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WorkflowMax Blog

Explore our latest stories, tips and tricks, and other useful information that’s worth spending the time to read about.
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How to scope and evaluate software and plan your move off WorkflowMax

As WorkflowMax approaches its retirement in June 2024, it's important to start planning for a smooth transition to a new job management software that a...

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New release: Making invoicing easier and quicker with folder enhancements

Today we’re releasing the new ‘folders on invoices’ functionality, which lets you invoice based on the folders you’ve created on your quotes or jobs i…

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How a creative agency speeds up and simplifies workflows using folders

Let’s take a look at an example of how you might use folders functionality from end to end on a creative project.

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New release: A brand new look for the invoice information tab

We’ve been working hard to bring you the new ‘Folders on invoices’ functionality, which will let you invoice based on the folders you’ve created on yo…

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New release: Using the Xero design system for a better experience

Over the next 12-18 months, every time we do a feature release, we’ll also be updating the design of the pages you see and frequently use in WorkflowM…

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Get paid faster with new progress invoice templates

We're excited to announce that the next round of WorkflowMax invoicing improvements goes live today.

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New release: Now you can quote the way you want

You’ve told us you want to be able to display and present quotes and estimates in the style that suits your business. And that it should be easy to se…

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Product update: Domestic Reverse Charge VAT for UK customers

New release: Helping UK construction businesses handle and comply with the changes in Domestic Reverse charge VAT legislation in WorkflowMax

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Additional security and protection | WorkflowMax

Xero’s new multi-factor authentication (MFA) process will soon be ready for all WorkflowMax customers.

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Attach supporting documentation to jobs using our app

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

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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 …

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