WorkflowMax

Manage jobs, cut admin, and boost profitability with our all-in-one platform. Want to know more? Get in touch! https://workflowmax.com/contact-us

26/05/2026

Nothing beats hearing this from our customers. Thanks, Rob! 🙌

17/05/2026

Most service businesses are making decisions based on financials that are already 30 days old.

The shift from reactive reporting to operational profitability starts with knowing exactly where your time - and your margin - is going.

We teamed up with our Platinum Implementation Partner, James Hickey of JHC Consulting Group, to put together a practical guide that breaks down the friction points where professional services firms lose profit without realising it.

📥 Grab the free full Operational Profitability Guide → https://start.workflowmax.com/partners-jhc/ -pom-block-18

12/05/2026

We're here in Sydney, and we are thrilled to be exhibiting at CFO Techstack Showcase today!

This isn't your typical sit-and-listen conference. It’s a high-energy, hands-on afternoon designed for forward-thinking finance leaders who are ready to start building a world-class tech stack around Xero.

See you there!

07/05/2026

Lights, camera... WorkflowMAX? 🎬

We spent the day filming with one of our Platinum Implementation Partners, James Hickey of JHC Consulting Group, and let's just say - the conversation got real.

No scripts. No sales pitch. Just an honest chat about what actually makes businesses run better.

Something's coming. Stay tuned. 👀

05/05/2026

Wishing our Implementation Partner Fabien Gendron of Reach CPA the best of luck as he takes the stage at the Royal Architectural Institute of Canada this week.

Fabien will be presenting on back-office technology and project management for architects - a topic close to home for us at WorkflowMAX. Helping professional service businesses move from project tracking to true profitability is what we (collectively) do best, and it's exciting to see partners like Reach CPA leading the conversation and path to profitability.

Knock it out of the park, Fabien! 👏

27/04/2026

🚀NEW: Your team shouldn’t waste hours searching across platforms. WorkflowMAX now connects with Microsoft SharePoint so your documents sync automatically - keeping everyone aligned with centralised file management and real-time access across Clients, Jobs, POs, Suppliers, Quotes, and Leads.

For more info on this integration, check the comments below 👇

24/04/2026

📊 Let AI surface what matters in your reports

AI Report Insights flags anomalies and trends across your financial reports - telling you what needs attention without scanning every row.

For more info, check the link in the comments below 👇

23/04/2026

We’re so excited to share that WorkflowMAX will be exhibiting at the CFO
Techstack Showcase in Sydney on 13 May. 🎉

This brand-new event in Sydney is bringing the best apps together with
forward-thinking finance leaders building tech stacks around Xero.

We’re thrilled to be representing as the leader in Job & Project Management.
Don’t miss this unique opportunity to spend the afternoon exploring the apps people are actually using, side by side and in action!

If you're attending, come and find the WorkflowMAX team.

We’ll be showing you how finance teams are using WorkflowMAX to manage quotes, jobs, scheduling, time tracking, invoicing and reporting, all in one place.

Details:
📍 Doltone House, Hyde Park – Sydney
📆 Wednesday 13 May
🕒 12pm – 5pm

Get your ticket now:
https://hubs.la/Q04d8g5X0

23/03/2026

⚡ Automate the handoffs that slow work down.

With WorkflowMAX + Zapier, connect to 8,000+ apps - create jobs automatically from your CRM, sync contacts, or trigger Slack notifications. No code required.

For more details on this integration, check the comments below 👇

16/03/2026

From solo founder to a 75+ person team in 11 years - Amy Darvall has built Care Connector House into a leading community nursing service supporting 300+ active clients across NSW and QLD.

Amy shares how WorkflowMAX helped reduce the admin load that used to be “very labour intensive,” and bring everything into one connected workflow - from leads and quoting right through to project management and invoicing.

A few highlights Amy calls out:

⭐️ More time back for care → moving away from labour-intensive admin and reducing invoicing errors
⭐️ Confidence through clarity → visibility across the full workflow, from lead and quote through to approval, delivery, and invoicing
⭐️ Staying on track as they grow → forecasting and tracking approved time, so the team can keep work moving and deliver same-day quoting
⭐️ Meeting accreditation requirements → customised fields and reporting that support NDIS and broader accreditation needs
🔗 Connected systems → integrations with tools like Xero and Zapier to keep everything flowing

Proud to support teams like Care Connector House as they grow and keep raising the bar in community care.

Watch the full testimonial below. 👇

Address

The Rialto, Level 2, 525 Collins Street
Melbourne, VIC
3000

Website

https://workflowmax.com/

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