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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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The New Roadmap for WorkflowMax June 2019 update

Our previous areas of focus continue, with several long-term projects underway where we’re investing in the foundations to ensure our ability to scale…

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Transform your business with Project Management Software

I had been a WorkflowMax setup partner and coach for over 5 years before I joined the team at WorkflowMax. In this blog I want to share some of my exp…

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Tip of The Week: Managing Project Variations

Variations to the initial scope of a project (also commonly known as change-orders) are not unusual for those who undertake job-based work. Managing t…

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Humans of WorkflowMax - Meet Adam

We talk about the WorkflowMax product often but not the people behind it. We want to change that by taking the time to chat with the team and share th…

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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

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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