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 New Roadmap for WorkflowMax | WorkflowMax

We are still on a high from Xerocon Brisbane a few weeks ago where Xero’s Chief Partner Officer, Anna Curzon talked about the huge investment we are m…

Read Article

Maximising your invoicing experience with new features

Thanks for all your feedback on our roadmap. As part of our ongoing product enhancements, we’re excited to announce our first round of new invoicing f…

Read Article

Get in the know the Head of Bookkeeping at Xero

We sat down with Xero’s Head of Bookkeeping Melanie Morris to chat about her journey with WorkflowMax, her background as a trainer and Xero Gold Champ…

Read Article

WFM - Xero Connection speed bumps - RESOLVED

Over the past week, users will have noticed a few issues happening with WorkflowMax and the way it connects with Xero. We think it’s only fair to give…

Read Article

Providing Decision-Making Insights with WorkflowMax

As a WorkflowMax implementation partner, clients place a great deal of trust in us by providing access to the numbers and inner workings of their busi…

Read Article

Use Collaboration Manager to Store Emails in Jobs

The Collaboration Manager is one of the most useful features in WorkflowMax, but it’s severely under-used. That’s why we’ve written this tip of the we…

Read Article

WorkflowMax heads to Xerocon Atlanta

We chat to WorkflowMax Account Manager Dion Eade and Channel Manager Lauren Hicks before they head off to Xerocon Atlanta 2018. Get the inside scoop o…

Read Article

TLS 1.0 Deprecation and the WorkflowMax API

One of our focus areas is continuing to protect your data online. At Xero we take data security extremely seriously, and want to make sure you’re prot…

Read Article

The WorkflowMax Roadmap | WorkflowMax

The WorkflowMax roadmap is here! Thank you for all your feedback over the last little while – it’s helped us form a robust vision for the future. We’r…

Read Article

5 Key Features of The New WorkflowMax Support Centre

Thanks for all the amazing feedback that’s been coming through about our website and support centre. We’re proud to see support centre usage on an upw…

Read Article

Stay up to date with the latest news and insights?