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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.
What is a cost estimate?

What is a cost estimate? The importance of accurate estimating for your service business

Producing accurate estimates is one of the most important aspects of job management and key to successfully executing projects.

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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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Work in Progress and Reporting improvements Released

We’re excited to announce the next lot of planned enhancements that are centred around the Work in Progress dashboard and reporting functionality are …

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What is Project Management Workflow and why is it important?

The WorkflowMax blog is here to help readers continue to grow their project management knowledge. As part of our ongoing series, we have been featurin…

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Tip of the week: The critical role base and billable rates play in job profitability reporting

One of the most exciting and powerful features offered by WorkflowMax is the ability to immediately gain deep insights into the profitability (or othe…

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Humans of WorkflowMax - Meet Millie V

Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…

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The integration between Zendesk & WorkflowMax has been upgraded

Improved integration now with added security The integration between WorkflowMax and Zendesk provides the means for your helpdesk team to input time d…

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Work in Progress and Reporting improvements announced

After announcing our increased investment in WorkflowMax at the last Xerocon, we’ve spent the year building a great team who have made the platform mo…

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Online payments more secure with Strong customer authentication (SCA)

UK + EU lead the way making online payments even more secure with mandatory implementation of Strong customer authentication (SCA) As the business wor…

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