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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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New release: Using the Xero design system for a better experience

Over the next 12-18 months, every time we do a feature release, we’ll also be updating the design of the pages you see and frequently use in WorkflowM…

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Dodge burnout and reclaim time with this philosophy

You may have been reading lately about topics like burnout, overwork and pandemic fatigue - and it’s no surprise that burnout rates are on the rise, g…

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Get paid faster with new progress invoice templates

We're excited to announce that the next round of WorkflowMax invoicing improvements goes live today.

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Tips for writing a great invoice email

In this article, we’ll teach you how to craft clear and concise invoice emails to send to your clients.

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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…

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Turn website enquiries into leads in WorkflowMax

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

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How to make an invoice that gets paid faster

Preparing a clear and complete invoice can mean the difference between being paid quickly and disruptions in your business’s cash flow.

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What's an invoice? Invoicing fundamentals | WorkflowMax

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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