News & Advice
Printing Timesheets on WorkflowMax Invoices
How timesheets can be printed onto WorkflowMax invoices for easy bulk editing, how to control what printed on Custom Print Templates in WorkflowMax, and how to set up the integration to bring…
How to invoice a Fixed Price Quote and Charge Up Work on one Job in WorkflowMax
I am often asked if it’s possible to run a quoted job in WFM, invoicing different sections of the quote progressively each month, and also have extra tasks added to invoice charge up labour. At the…
How to choose the best Job Management Software
WorkflowMax, Fergus, BuilderTrend, Tradify... which job management software should you choose? Our software consultants live and breathe WorkflowMax, but don't necessarily recommend it for every…
5 Common Problems when Invoicing in WorkflowMax and How to Fix Them
1. Original quote amount gets lost when fixed price variations are added for invoicing? This happens when a new Fixed Price Variation is added to the Job as a new Quote, and overwrites the original…