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

Tip of the Week: Save Admin Time with Recurring Jobs in WorkflowMax


Does your business provide regular on-going work to clients? Setting up the same jobs each day, week or month can be frustrating and takes up unnecessary admin time. Instead, WorkflowMax allows you to set up recurring jobs, so you can keep track of time against those jobs, without having to worry about setting them up each time.

In under 2 minutes, this video tutorial takes you through the steps you need to know to set up and manage your recurring jobs for your business in WorkflowMax.

What’s more, if you’re a Xero user and have your account linked to WorkflowMax, you can create a recurring job in WorkflowMax and also generate recurring invoices in Xero. This blog post takes you through how to do invoices for recurring jobs in Xero with WorkflowMax.

Want to find out some more tips about invoicing with WorkflowMax? Check out the video tutorial series on WorkflowMax TV.

New Call-to-action

Try WorkflowMax today with a 14 day free trial

It’s easy - no credit cards, no contracts. Start today.

Start free trial
Monica Shepherd
Monica is a marketing copywriter for WorkflowMax, creating content for the website, blogs and ebooks. Having run a copywriting business helping a wide range of businesses create stand-out marketing and website content, she has a thorough understanding of the challenges business owners face. By sharing this insight at WorkflowMax she can continue to follow her passion for helping small businesses punch above their weight.

Monica Shepherd

Related Articles