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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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Maximising your invoicing experience with new features

Thanks for all your feedback on our roadmap. As part of our ongoing product enhancements, we’re excited to announce our first round of new invoicing f…

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Get in the know the Head of Bookkeeping at Xero

We sat down with Xero’s Head of Bookkeeping Melanie Morris to chat about her journey with WorkflowMax, her background as a trainer and Xero Gold Champ…

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5 Ways to Boost Employee Engagement With Technology

The value of engaged employees is undeniable. According to Dale Carnegie, companies with engaged employees outperform their non-engaged counterparts b…

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WFM - Xero Connection speed bumps - RESOLVED

Over the past week, users will have noticed a few issues happening with WorkflowMax and the way it connects with Xero. We think it’s only fair to give…

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7 Ways You Could Be Unintentionally Wasting Time Each Day

Most people know know efficiency matters. Whether you’re an Auckland based accountant or a Chicago SEO expert, the less time you waste, the more produ…

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Cloudify Solutions implements WorkflowMax

Bruce Campbell Design is an architectural design business based in Orewa, New Zealand. We spoke to Bruce Campbell, the founder, to get his thoughts on…

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5 Productivity myths you should stop chasing right now

You've ticked all the boxes on your productivity checklist, yet you’re dragging behind deadlines. Sure, there can be external factors like lack of sta…

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Providing Decision-Making Insights with WorkflowMax

As a WorkflowMax implementation partner, clients place a great deal of trust in us by providing access to the numbers and inner workings of their busi…

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Use Collaboration Manager to Store Emails in Jobs

The Collaboration Manager is one of the most useful features in WorkflowMax, but it’s severely under-used. That’s why we’ve written this tip of the we…

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WorkflowMax heads to Xerocon Atlanta

We chat to WorkflowMax Account Manager Dion Eade and Channel Manager Lauren Hicks before they head off to Xerocon Atlanta 2018. Get the inside scoop o…

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