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

View setup partners

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

View setup partners

Get the Guide on Moving from spreadsheets to software.


Get the guide

Want to join us? Become a partner. 



Become a partner

WorkflowMax Blog

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

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...

Read Article 5 min read

Easily manage/reassign ownership of your subscription

We’re always looking to improve WorkflowMax for our small business clients. And we’re excited to share information about the latest round of enhanceme…

Read Article

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 det…

Read Article

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.

Read Article

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…

Read Article

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.

Read Article

Resource Management: Professional Services Businesses

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

Read Article

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…

Read Article

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.

Read Article

7 tips to excel at job management when working remotely

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

Read Article

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…

Read Article

Stay up to date with the latest news and insights?