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

View setup partners

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

View setup partners

Get the Guide on Moving from spreadsheets to software.


Get the guide

Want to join us? Become a partner. 



Become a partner

WorkflowMax Blog

Explore our latest stories, tips and tricks, and other useful information that’s worth spending the time to read about.
Scope software square
Featured

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...

Read Article 5 min read

Your mobile login experience is changing from today

Your login experience is changing on the WorkflowMax mobile app

Read Article

Easily manage/reassign ownership of your subscription

We’re always looking to improve WorkflowMax for our small business clients. And we’re excited to share information about the latest round of enhanceme…

Read Article

New release: Reconnect your WorkflowMax-Zendesk Integration

In April this year, WorkflowMax (WFM) released a new version of the API to meet compliance rules being set out by tax offices around the world The det…

Read Article

Time saving improvements to the WorkflowMax report builder

We’re always looking to improve WorkflowMax for our small business clients and we’re excited to share information about the latest round of enhancemen…

Read Article

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

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

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 Lands…

Read Article

Stay up to date with the latest news and insights?