With our community of partners, you can get expert advice and training so you can be up and running in no time! SETUP PARTNERS

WorkflowMax Blog

Explore our latest stories, tips and tricks, and other useful information that’s worth spending the time to read about.

Resource management: An introduction for professional services businesses

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

Read Article 7 min read

3 tips to get ahead in the new financial year

End of Financial Year (EOFY) can be a stressful time for many business owners preparing financial records and tax returns, updating records, and pushi…

Read Article

Tip of the week: Managing contractors in WorkflowMax

A lot of businesses using WorkflowMax deal with contractors but what is the best way to work with contractors inside the app? This week's tip focuses …

Read Article

PlanRight + WorkflowMax: Transforming businesses one schedule at a time

In today’s challenging markets, the way companies manage their time represents one of the most powerful sources of competitive advantage. If you’re se…

Read Article

Tip of the week: Changing the time entry method in WorkflowMax

Did you know that you can change the time entry method used by your staff in WorkflowMax? This Tip of the Week will explain the difference between the…

Read Article

Tip of the week: Using Custom Job Numbers in WorkflowMax

Do you have unique Job Numbering Requirements in your business? Did you know that you can tailor WorkflowMax to work for you, by utilising Custom Job …

Read Article

Tip of the week: Use Appcues to discover key functionality in WorkflowMax

From free intro webinars to our dedicated support centre and online courses, WorkflowMax has a lot of great support content to help users at all stage…

Read Article

A new way to get support for WorkflowMax Users

WorkflowMax has a new way to contact our support team providing a better, more secure way to get help.

Read Article

Xero NZ Roadshow WorkflowMax Recap

The New Zealand Xero Roadshows have drawn to a close after eight weeks of non-stop trekking around the country. As one of the NZ WorkflowMax Account M…

Read Article

4 obstacles to avoid when making New Year’s resolutions

A New Year often brings fresh hope and excitement for the year ahead. It is a time where you get a moment to reflect on the year that has been and cra…

Read Article

Stay up to date with the latest news and insights?