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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.
Featured

A special thank you and best wishes for a happier new year

On behalf of the entire WorkflowMax team, I’d like to thank all our customers and partners, wish you a happy new year and I hope you can enjoy a well-d...

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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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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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