Using Quote Folders in Workflow Max

Folders are a way of itemising similar costs and tasks into smaller chunks – essentially allowing you to create sub-jobs.  Folders have been a feature in Jobs since way back - but have only recently become available in quotes.  This is great news for WorkflowMax users who quote in stages or phases – giving you flexibility to build quotes the way you want.  This much-anticipated feature opens a world of possibilities, empowering WorkflowMax users to create structured, professional-looking quotes.  Here’s how it works in practice…  Scenario – John at Orange Landscaping is quoting a construction project with three stages – Consents & Engineering, Excavation and Safety [...]

By |2021-10-13T21:37:43+13:00October 13th, 2021|Categories: Uncategorized, Workflow Max|0 Comments

Updating supplier costs in WorkflowMax

Over the past year many clients have expressed their frustration with frequently increasing supplier costs.  For users with extensive WorkflowMax cost lists, this frustration is compounded - requiring many hours of valuable time spent updating costs manually. The following will cover how to update your list of costs. If your cost list is on the lengthier side, exporting, updating, and re-importing your costs will save you precious admin time.  This is a