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 straightforward process, but you do need to follow the steps carefully.  Microsoft Excel skills are [...]

By |2021-08-18T10:00:32+12:00August 18th, 2021|Categories: Uncategorized, Workflow Max|0 Comments

Workflow Max Login Changes

Workflow Max are making some big changes to how all your users access the system to improve security. The changes were released on November 6 and need to be implemented by December 4th or users won't have access to the system. Yes it's a big change at a busy time of the year... to make the change takes a user about 2 minutes.  Below are some links to some training material on the process and do contact us if you need more help. The changes are: Users will create [...]

By |2021-01-29T12:15:49+13:00November 6th, 2018|Categories: Uncategorized, Workflow Max|0 Comments

Productivity³ with WorkflowMax and the Cloud

Ripped Orange are presenting at the Workflow Max Success Summit, during April, the following blog highlights some of the content to be covered. Productivity³ with WorkflowMax and the Cloud BY DAVID JACKSON, ON 16 MARCH 2016 Cloud apps like WorkflowMax are doing an awesome job of boosting productivity by saving time spent on quoting and managing jobs. The same is true with cloud storage tools like Dropbox, or email apps like Gmail and Office 365, which have enabled users to work from anywhere. For SMBs, being more productive is [...]

By |2021-01-29T12:15:53+13:00April 6th, 2016|Categories: Workflow Max|0 Comments

Makeover for Workflow Max Mobile

Xero (the owners of Workflow Max are fans of Apple products, so It's not surprising that the recently released app works on Apple devices only. Choices for mobile workers have been limited to a stripped down mobile website, or a third party app like Actual. The new app is beautiful as you would expect from Xero, and it covers the basics well including adding time, providing job overviews and being able to look up client details. The Workfow Max blog has more details on features and a quick video. [...]

By |2021-01-29T12:15:53+13:00February 3rd, 2016|Categories: Review, Workflow Max|Tags: , |0 Comments
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