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“WorkflowMax is really quick and I can use it from anywhere. I can be in a workroom, jump on the computer to pull up a purchase order online and email it straight through to suppliers or reps.”
An early adopter of cloud technology
Anna admits she’s always been ‘good with technology’ and has been using WorkflowMax and Xero since 2011. It was all pretty straightforward to set up and use, and with just a few pointers from her accountant, who told her it was the best on the market that integrated with Xero, she was off.
“It felt like a breath of fresh air when I changed over from MYOB. Once I mastered the fact I had to set WorkflowMax up in layers, it made sense. It’s simple to run and manage, which I why I like it.”
Freeing up family time with WorkflowMax and Xero
Like many creatives, one of Anna’s biggest challenges is time management, and not having enough time to do everything. Luckily WorkflowMax can help! With the software Anna can keep tabs on exactly what quotes have been sent out and when, what’s been accepted, what’s been turned into an order, where the cashflow is, which clients haven’t paid and which clients need - in her words - “another cheeky reminder!” The biggest win has been freeing up family time.
We’re proud of helping businesses like Anna's grow and gain back their time! Find out more about how WorkflowMax works for Architects, Designers and Creatives here.“I can be sitting at the end of the jetty at the beach house, with the kids playing...and still be working. I don’t feel I need to be glued to a computer or a stack of paperwork – it's all online!”
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