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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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Strategies for Measuring Productivity at Your Company

The world of business has entered the Age of Data. Now, business owners can record, track, and report on every activity in their job cycle.

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How To Maximise Your Remote Working Experience

While most everyone has spent some time working from home, many people have been doing it for years. Others have made it a more permanent thing recent…

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SMEs are Living in the Cloud: So What's the Silver Lining?

The cloud may still seem like a mysterious entity to many, but businesses across the world are embracing cloud technology to streamline processes and …

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The Best WorkflowMax Features For Xero Users

"It's a life saver. All you need is those two systems – WorkflowMax and Xero to run an effective agency.” – Mary Ellen Davy, Ellen&Ellen agency Ma…

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How To Collaborate On Document Management in WorkflowMax

As a consultant – especially one who travels regularly to meet with clients – you spend a lot of time collaborating on documents. Whether it’s working…

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Here Are 9 Apps That Integrate With WorkflowMax

Linking your time tracking to your payroll is the next logical step. We thought so too, that’s why one of our priorities when growing the add-on selec…

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Tips for Improving Invoicing at Your Architecture Firm

You spend hours pulling information from different documents, crunching the numbers, and putting everything together. You finally have everything read…

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Streamline Your Support Helpdesk: Freshdesk vs Zendesk

Step right up, ladies and gentlemen! Take your seats, get ready for the match of a lifetime! As these two fine helpdesk software tools duke it out to …

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How To Craft The Perfect Customer Case Study

I wipe my palms against my jeans and check my watch for the hundredth time that day. Did I get the time right? Am I in the right office? Is it too hot…

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Change your pricing without destroying relationships

It’s that time of the year again – the time when you’re looking over your books and seeing what worked and didn’t work. You’re thinking about goals fo…

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