With our community of partners, you can get expert advice and training so you can be up and running in no time! SETUP PARTNERS

WorkflowMax Blog

Explore our latest stories, tips and tricks, and other useful information that’s worth spending the time to read about.
Resource management introduction
Featured

Resource management: An introduction for professional services businesses

As a professional service business, your people are your most valuable resource.

Read Article 7 min read

Your login experience will be changing

Your Xero login experience is changing To continue to deliver best practice security standards for all Xero products, from 9 June you may notice a new…

Read Article

We’re here for you: Small business support resources during COVID-19

To our WorkflowMax community, We’re committed to supporting you during this challenging time. Please read more about WorkflowMax’s response to our com…

Read Article

Our commitment to our people & customers during Covid-19

We wanted to take a moment to share with our customers, partners and communities how Xero / WorkflowMax is responding to the evolving Coronavirus (COV…

Read Article

5 Steps to Create Agency Prospect Quotes and Estimates

As an agency, you know that acquiring new clients takes a lot of prep work. There’s the research, the calls, the emails, the planning, and not to ment…

Read Article

Happy holidays from all of us at WorkflowMax

As we all start to wind up for the year, we’d like to wish all our customers and partners a very happy holidays and hope you have fun, however you cho…

Read Article

Get back to doing what you love: Learnings from WorkflowMax customer Sticks & Stones

Are you finding that the day to day admin of your business is distracting you from the actual work you love? As co-owners of Sticks & Stones Landscape…

Read Article

Stay up to date with the latest news and insights?