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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

New release: Making invoicing easier and quicker with folder enhancements

Today we’re releasing the new ‘folders on invoices’ functionality, which lets you invoice based on the folders you’ve created on your quotes or jobs in...

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The critical role billable rates play in 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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Zendesk & WorkflowMax integration 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 with strong customer authentication

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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What is a Project Milestone and why are they important?

Have you ever finished a project and wondered how the end result differed so much from the initial plan? Creating and utilising Project Milestones all…

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Attach supporting documentation to jobs using our app

The WorkflowMax team is proud to release another highly-requested feature: the ability to add supporting documentation to jobs while using the Workflo…

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What is a Project Management Plan?

The WorkflowMax blog is here to help readers continue to grow their project management knowledge. We recently released our Essential Guide to Project …

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Humans of WorkflowMax - Meet Bethanie

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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Getting paid on time | WorkflowMax

You walk into a shop.  You select something off the shelf.  You go to the cashier and pay for it the item.    We never question that. So why should yo…

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