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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: Now you can quote the way you want

You’ve told us you want to be able to display and present quotes and estimates in the style that suits your business. And that it should be easy to see...

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New release: Now you can quote the way you want

You’ve told us you want to be able to display and present quotes and estimates in the style that suits your business. And that it should be easy to se…

Read Article

Instantly turn website enquiries into leads or jobs in WorkflowMax

Use the power of Indemandly and WorkflowMax to manage prospective clients and convert more leads.

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What is an invoice? Invoicing fundamentals for service businesses

In this post, we cover invoicing fundamentals to help you send invoices that get paid faster. 

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Power up your scheduling with Float and PlanRight

If you need more scheduling power than you can get from WorkflowMax alone, our Float and PlanRight app partners can simplify scheduling to make life e…

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Cost estimating: 3 tips for defining project scope

Setting project scope is often the first step in your cost estimating process.

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Product update: Domestic Reverse Charge VAT for UK customers

New release: Helping UK construction businesses handle and comply with the changes in Domestic Reverse charge VAT legislation in WorkflowMax

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3 tips to estimate project labour costs more accurately

Estimating labour costs is a critical part of planning a project. In fact, it can be the difference between a successful project and a failed one. 

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Transform your professional services business with a cloud ecosystem

WorkflowMax partner guest blog – written by Josh Licence, Digital Specialist at BlueRock Digital.  Implementing a digital ecosystem is pivotal to the …

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Additional security and protection – coming soon to WorkflowMax customers worldwide

Xero’s new multi-factor authentication (MFA) process will soon be ready for all WorkflowMax customers.

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Accessing WorkflowMax through Internet Explorer 11 will no longer be possible

Microsoft plans to end support for Internet Explorer 11 (IE11) across its Microsoft 365 apps and services on 17 August 2021. As a result, WorkflowMax …

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