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With our community of partners, you can get expert advice and training so you can be up and running in no time!

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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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5 signs it’s time to move from spreadsheets to software

Spreadsheets are excellent calculators – but aren’t always great for managing jobs.

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Your mobile login experience is changing from today

Your login experience is changing on the WorkflowMax mobile app

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Easily manage/reassign ownership of your subscription

We’re always looking to improve WorkflowMax for our small business clients. And we’re excited to share information about the latest round of enhanceme…

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New release: Reconnect your WorkflowMax-Zendesk Integration

In April this year, WorkflowMax (WFM) released a new version of the API to meet compliance rules being set out by tax offices around the world The det…

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What is the importance of cost estimation?

Producing accurate estimates is one of the most important aspects of job management and key to successfully executing projects.

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Time saving improvements to the WorkflowMax report builder

We’re always looking to improve WorkflowMax for our small business clients and we’re excited to share information about the latest round of enhancemen…

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How to measure employee productivity for your remote team

A productive team means higher profit margins, more engaged employees, and an overall more efficient service business.

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Resource Management: Professional Services Businesses

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

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Your login experience will be changing

Your Xero login experience is changing To continue to deliver best practice security standards for all Xero products, from 9 June you may notice a new…

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What is job management? A beginner’s guide to the tech

As a new business, delivering the job at hand is often your number one priority and thinking about process optimisation usually takes the back burner.

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