Reporting & Insights We are very pleased to have been asked to present the Reporting & Insights session for inaugural WorkflowMax Partner Success Summit. This webinar series is for accountants, advisors and bookkeepers to gain more knowledge and confidence in using and assisting their clients with WorkflowMax. Our session covers the basics to setup for …
The new iOS WorkflowMax app is out Have you been waiting for a better mobile app for WorkflowMax? The wait is over – you can now download the WorkflowMax app for free from the apple store. You can now access more information about the job, straight from the WorkflowMax app. You can view milestones, view …
Easily create a WorkflowMax Pie Chart about Staff Time by Job Category using the Report Builder WorkflowMax pie charts are excellent to quickly and easily display groups of data. Our cheat sheet will show you how to build yourself a pie chart showing all staff time by job category. How to use Job Categories in …
Lisa East, one our of marketing clients, has had an appearance on the WorkflowMax Blog. Check out her WorkflowMax case study here. You will see her work throughout our Katalyst and Cloud Office sites.
We have been waiting (un)patiently, and are now finally rewarded with the new timer for the new user interface in WorkflowMax. If you have a rather plain, green banner, on your WorkflowMax, you are probably on the new user interface. A couple of improvements over the old timer in the original user interface: Draft time …
If you are using WorkflowMax, you are probably capturing a lot of data by default. There are some very cool ways to use this data – for example, the map above shows the location of all our clients – past (archived), present (current) and future (prospects). Using the free report builder in WorkflowMax, I created …
Scheduling in WorkflowMax has never really been on my radar – it can look more exciting than it is when you first show it to people – but it does have its place. I thought I might take a moment to share. A couple of points to note: There is no ‘intra-day’ scheduling – you …
WorkflowMax have completed the new user interface renovation, removing the hybrid appearance – now is a good time to change. The new user interface has superior Work in Progress features, but does not yet have the timer, so stick to the old for now if you still need it. Other Updates: We have been told …
Excellent News, there is a new app which will make mobile use of WorkflowMax much better – it accesses leads and uses GPS as well, so should be awesome. I have registered for a Beta version so I can test it – I will post an update once tested. There is a short video available …
