News & Advice
Small but BIG Improvements with WorkflowMAX
WorkflowMax seems to be bringing out more and more genuinely useful features all the time. Some of the best ones are easy to miss, especially when they quietly appear in the areas you already use…
WorkflowMAX New Quote Variations Feature
With WorkflowMAX now a couple of years into its new ownership, we’re seeing a strong push on feature development — and some genuinely useful improvements coming through. This new quote variation…
A Cheats Tip for Tracking Stock in WorkflowMax (With Caveats!)
WorkflowMax does not include an inventory or stock management module — and is not generally suited for business that have Inventory as a high priority. If stock control, reorder points, or valuation…
Living Business is a Gold WorkflowMAX Implementation Partner
This recognition reflects more than just the work we’ve done with WorkflowMAX — it’s a testament to the results achieved alongside our clients, and the strong partnerships we’ve built along the way.
WorkflowMax-Sharepoint Integration - Your Top Questions Answered
On the surface, WorkflowMax’s built‑in document storage looks like it does the job. In practice, though, many businesses feel the limits if they start to feel friction if they rely heavily on emailed…
Case Study: Collaborating with a Consultancy team working nationwide
Our engagement with this client had been intermittent, primarily focused on resolving issues within WorkflowMax. The director consistently encountered challenges due to being overcommitted, making…
Case Study – Was WorkflowMax the Problem or the Solution?
Often with a problem or challenge in a business, the obvious first option is not always the right or best solution. That is why we like to dig a little deeper first as this often reveals some of the…
How to Bulk Edit Timesheet notes in WorkflowMax Invoices
This is how to easily edit your timesheet notes in a draft WorkflowMax invoice, without exporting to MS Word.
WorkflowMax News - 1 to 1 Catchup with BlueRock
Summary of 1 to 1 catch up with Ryan Kogan, head of Marketing and Growth for BlueRock, owners of the new WorkflowMax product.
Your WorkflowMax by Blue Rock File
How to invite an Advisor, what's happening with migrations and the temporary work arounds.
WorkflowMax2 November (and August) Update
A concise summary of development updates to WorkflowMax2. Enhancements, migration and new developments for the first release in 2024.
Consultant Costs in WorkflowMax
As a WorkflowMax consultant, I often encounter situations where businesses need to keep track of progressive billing from external consultants as part of a Fixed Price Quote. Here is an example where…