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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.
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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...

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How To Use Workflowmax In Your Architectural Practice

Change can be daunting. But the fact is the world we live in is constantly evolving. An architect only needs to look at the progression from 2D hand d…

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All You Need To Know About WorkflowMax Project Management

I started a bookkeeping business eight years ago, and soon found myself becoming an expert in Xero implementations and training. From there it was a n…

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Why Process Matters: 8 Steps To WorkflowMax Setup Success

Are you considering setting up WorkflowMax as your job management software? During the WorkflowMax Partner Success Summit, I will be taking you throug…

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5 Steps to Promote Your Cloud Advisory Services Online

Are your accounting clients aware that you offer cloud expertise above and beyond simple compliance accounting? In a 2015 report from Hinge Marketing,…

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Power your Business with a WorkflowMax Set-up Partner

When speaking to several of our WorkflowMax clients to learn more about how they use the software in their business, a consistent message popped up ac…

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Unexpected outage for WorkflowMax & Xero Practice Manager

UPDATE: The unscheduled outage to Xero has now been resolved, and Xero and WorkflowMax are now back online. Again, we sincerely apologise for any inco…

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Using WorkflowMax: Invoicing and Financial

Dig deep into the powerful financial features of WorkflowMax and learn how to create different types of quotes and invoices and set up multiple billin…

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The New WorkflowMax iPhone App

We’re super excited to announce the launch of the WorkflowMax app for iOS. We know a lot of our customers spend their time out and about during the da…

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Using WorkflowMax: Developing Custom Print Templates

As the new year gets underway, it’s a great opportunity to learn more about your project management software and get the most out of WorkflowMax. Unde…

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Maximise Your Workflow With Our Self-Paced Courses

As the new year gets underway, it’s a great opportunity to learn more about your project management software and get the most out of WorkflowMax. Unde…

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