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

Invigorating Our Invoicing Experience: Part 1

We have a number of exciting items on our product development roadmap to improve the WorkflowMax experience, and the first of these involves Invoicing…

Read Article

Keeping Books Uses WorkflowMax To Stay Efficient

Keeping Books uses WorkflowMax to establish a more efficient workflow and streamline their admin tasks. Learn more about a day in the life, their favo…

Read Article

Changes to WorkflowMax Pricing Plans

First of all, thanks for being an integral part of the WorkflowMax community – we couldn’t have got to where we are without your incredible support. I…

Read Article

The Best WorkflowMax Features For Xero Users

"It's a life saver. All you need is those two systems – WorkflowMax and Xero to run an effective agency.” – Mary Ellen Davy, Ellen&Ellen agency Ma…

Read Article

How To Collaborate On Document Management in WorkflowMax

As a consultant – especially one who travels regularly to meet with clients – you spend a lot of time collaborating on documents. Whether it’s working…

Read Article

SEO Tips for WorkflowMax Advisors & IT Setup Partners

How well is your website performing in search engine rankings? In today’s competitive environment, you can no longer afford to ignore the power of hav…

Read Article

Illumin8 uses WorkflowMax to understand their business

User Stories is a regular column on the WorkflowMax blog where we talk to businesses who are using WorkflowMax to manage their projects and improve wo…

Read Article

WorkflowMax Reporting – Keep your WhIP clean!

This post is a bird’s eye view to ensure the best start to your WorkflowMax reporting experience. Reporting is a powerful and complex feature of Workf…

Read Article

Swear Words Use WorkflowMax To Improve Their Efficiency

User Stories is a regular column on the WorkflowMax blog where we talk to businesses who are using WorkflowMax to manage their projects and improve wo…

Read Article

How To Customise Your Jobs in WorkflowMax

WorkflowMax has some great customisation features that can be applied to store and use custom data. This can be achieved via the Custom Fields, Custom…

Read Article

Stay up to date with the latest news and insights?