Workflowmax

Customise how your invoices are exported to Xero

Consolidate your invoice into a single line or hide your zero line items. As Xero's WorkflowMax grows globally, we continue to advance our mission of …

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The New Roadmap for WorkflowMax June 2019 update

Our previous areas of focus continue, with several long-term projects underway where we’re investing in the foundations to ensure our ability to scale…

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Transform your business with Project Management Software

I had been a WorkflowMax setup partner and coach for over 5 years before I joined the team at WorkflowMax. In this blog I want to share some of my exp…

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Tip of the week: Managing Project Variations and change orders

Variations to the initial scope of a project (also commonly known as change-orders) are not unusual for those who undertake job-based work. Managing t…

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Humans of WorkflowMax - Meet Adam

We talk about the WorkflowMax product often but not the people behind it. We want to change that by taking the time to chat with the team and share th…

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Tip of the week: Applying Discounts

Giving discounts to clients is a reality of business, but many of our clients manage the process in a variety of ways. This week’s tip focuses on the …

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Tip of the week: How to record non-billable time

A common question we get asked by new users of WorkflowMax is “how do we record time for internal meetings, staff training, admin time, annual leave, …

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9 tips for creating an effective budget

The majority of small businesses are started by people with a strong passion for the enterprise that they have expertise in. But passion and expertise…

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Tip of the week: Using Notifications

Are you missing important milestones and events for your projects? You don’t have to. With the notification feature in WorkflowMax you can inform sele…

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Exsalerate + WorkflowMax: Combine New Business, Workflow & Account Management

Ask your sales team what they think about Customer Relationship Management (CRM) systems and it’s hard to imagine them professing their undying love f…

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