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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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PlanRight + WorkflowMax: Transforming businesses

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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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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Use Appcues to discover key functions 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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Tip of the Week: Link WorkflowMax with your Google Calendar

The iCalendar feature within WorkflowMax allows you to sync your important dates within WorkflowMax with your Google Calendar. No more missed mileston…

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Security is everyone’s responsibility

For most of us the internet is an intrinsic part of our lives. We rely on it to get us where we are going, connect us to friends and family and answer…

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Regain control of your Legal Practice by using WorkflowMax

Bill more, enjoy increased productivity, and reduce overheads. We recently caught up with Matthew Fooks of Legal Integrated Solutions Ltd, a WorkflowM…

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Tip of the Week: Use Filters to Find What You Need

Filters are a great way to find information you need in WorkflowMax easily. However a lot of customers don’t know about them – hence this #tipofthewee…

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