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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.

Resource management: An introduction for professional services businesses

As a professional service business, your people are your most valuable resource.

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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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3 tips to get ahead in the new financial year

End of Financial Year (EOFY) can be a stressful time for many business owners preparing financial records and tax returns, updating records, and pushi…

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Tip of the week: Managing contractors in WorkflowMax

A lot of businesses using WorkflowMax deal with contractors but what is the best way to work with contractors inside the app? This week's tip focuses …

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PlanRight + WorkflowMax: Transforming businesses one schedule at a time

In today’s challenging markets, the way companies manage their time represents one of the most powerful sources of competitive advantage. If you’re se…

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Tip of the week: Changing the time entry method in WorkflowMax

Did you know that you can change the time entry method used by your staff in WorkflowMax? This Tip of the Week will explain the difference between the…

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Tip of the week: Using Custom Job Numbers in WorkflowMax

Do you have unique Job Numbering Requirements in your business? Did you know that you can tailor WorkflowMax to work for you, by utilising Custom Job …

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Tip of the week: Use Appcues to discover key functionality in WorkflowMax

From free intro webinars to our dedicated support centre and online courses, WorkflowMax has a lot of great support content to help users at all stage…

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A new way to get support for WorkflowMax Users

WorkflowMax has a new way to contact our support team providing a better, more secure way to get help.

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Xero NZ Roadshow WorkflowMax Recap

The New Zealand Xero Roadshows have drawn to a close after eight weeks of non-stop trekking around the country. As one of the NZ WorkflowMax Account M…

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