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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.
Featured

Xero announces future plans for WorkflowMax

After much consideration Xero has decided to retire WorkflowMax on 26 June 2024.  This means from this date WorkflowMax will no longer be available. An...

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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 de…

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What is the importance of cost estimation?

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

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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…

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How to measure employee productivity for your remote team

A productive team means higher profit margins, more engaged employees, and an overall more efficient service business. 

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Resource Management: Professional Services Businesses

As a professional service business, your people are your most valuable resource.

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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…

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What is job management? A beginner’s guide to the tech

As a new business, delivering the job at hand is often your number one priority and thinking about process optimisation usually takes the back burner.…

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7 tips to excel at job management when working remotely

Professional services businesses and teams have had to transition to working remotely almost overnight. 

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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…

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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…

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