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

View setup partners

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

View setup partners

Get the Guide on Moving from spreadsheets to software.


Get the guide

Want to join us? Become a partner. 



Become a partner

WorkflowMax Blog

Explore our latest stories, tips and tricks, and other useful information that’s worth spending the time to read about.
Scope software square
Featured

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...

Read Article 5 min read

The critical role billable rates play in reporting

One of the most exciting and powerful features offered by WorkflowMax is the ability to immediately gain deep insights into the profitability (or othe…

Read Article

Humans of WorkflowMax - Meet Millie V

Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…

Read Article

Work in Progress and Reporting improvements announced

After announcing our increased investment in WorkflowMax at the last Xerocon, we’ve spent the year building a great team who have made the platform mo…

Read Article

What is a Project Milestone and why are they important?

Have you ever finished a project and wondered how the end result differed so much from the initial plan? Creating and utilising Project Milestones all…

Read Article

Attach supporting documentation to jobs using our app

The WorkflowMax team is proud to release another highly-requested feature: the ability to add supporting documentation to jobs while using the Workflo…

Read Article

What is a Project Management Plan?

The WorkflowMax blog is here to help readers continue to grow their project management knowledge. We recently released our Essential Guide to Project …

Read Article

Humans of WorkflowMax - Meet Bethanie

Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…

Read Article

Getting paid on time | WorkflowMax

You walk into a shop. You select something off the shelf. You go to the cashier and pay for it the item. We never question that. So why should you wai…

Read Article

Humans of WorkflowMax - Meet Lauren

Welcome to Humans of WorkflowMax! Occasionally we like to feature one of our awesome team members. We’ll talk a bit about what they do, their passions…

Read Article

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 …

Read Article

Stay up to date with the latest news and insights?