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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.
Resource management introduction

Resource management: An introduction for professional services businesses

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

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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…

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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…

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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…

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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…

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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…

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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…

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