No more missed deadlines! Our new Milestone Widget displays upcoming and overdue job milestones front and center on your dashboard, so your team always knows what’s next. More widgets - like a calendar view- are on their way, giving you even more visibility into your work.
✔️ More control over invoices – Users who create invoices can now cancel them when needed.
✔️ Bulk delete draft invoices – Back by popular demand! Quickly clean up and manage invoices without the hassle.
These updates help keep your invoicing efficient, accurate, and frustration-free.
Keep everything in one place! You can now save supporting documents (like supplier invoices) directly to purchase orders, making it easier to track and reference essential files.
We've added a new feature to Custom Reports to make filtering even easier. Now, you'll see a Filter button in the top right corner when viewing a report. Clicking it will slide out a panel showing the filters applied in step three.
📆 Plus, if you have the right permissions, you can adjust them on the spot. Need to tweak the date range or add a new filter, like job status? Just update the criteria, click Apply, and see the changes instantly, no need to jump back into the Report Builder.
We’ve added three new standard reports to give you more clarity on your jobs and costs:
✅ Job Cost Report – Easily compare actual costs vs. budgeted costs.
✅ Hours Analysis Report – See exactly how productive your team’s time is.
✅ Lost Earnings Report – Track the recovery of your billable time.
These reports help you make informed decisions, improve efficiency, and maximise profitability.
Stay ahead of deadlines and billable hours with custom notifications tailored to your workflow!
✔️ Job & task-based alerts – Get notified before or when a job or task is due.
✔️ Time tracking alerts – Receive an alert when a % of a job or task’s estimated hours have been used, so you can avoid overruns and get paid for every hour worked.
✔️ Email & team notifications – Keep your team in the loop with alerts sent to individuals or entire teams.
These notifications help you manage work proactively, deliver on schedule and to budget.
For New Zealand customers, you can now export timesheets directly to Xero Payroll -eliminating double handling! This feature is already live in Australia and coming to the UK soon. Find out more info here.
🎯 More control over Xero syncing – Customise how tasks sync to Xero for granular control over invoice details. Look out for a tutorial in our Academy soon!
Sync important files between WorkflowMax and SharePoint via SuiteFiles - ensuring your team and clients always have access to the latest documents.
✨ Powerful collaboration features include:
✔️ Digital signing
✔️ PDF editing tools
✔️ Client portal & email management
Perfect for legal, architectural, creative, and engineering firms who have large document volume, looking to streamline document workflows.
Our latest mobile app update makes managing jobs easier when you’re on-site or on the move! Now, you can:
✔️ Edit job details
✔️ Update job status
✔️ Edit custom fields (e.g., client details, project notes)
Make sure to update your app today to access these improvements!
We’re rolling out a new job scheduling feature, which includes:
📅 A new Gantt chart view for better visibility over jobs, tasks, milestones and assignments.
📊 Pivot quickly to update schedules with drag and drop functionality. View your schedule by job or team/staff member.
This is just the beginning - even more scheduling and capacity planning enhancements to help you allocate resources efficiently and keep projects on track are coming soon!
Want early access to powerful new features? Register interest in our beta programs via Support.
💡 HubSpot beta – Seamlessly integrate WorkflowMax with your HubSpot CRM.
📆 Job Scheduling beta – Plan projects with ease using our new scheduling tool.
Curious about what’s coming next? Visit our roadmap to see what’s in development and share your feedback. Plus, don’t miss the latest 5 Minutes with Mac for a quick rundown of our progress.
🔹 These updates are designed to help you save time, improve efficiency, and get more out of WorkflowMax. Try them out today and let us know what you think!
Don't forget to check out our release notes for the latest WorkflowMax updates.
📣 Have questions or feedback? Reach out via support - we’d love to hear from you.
Or visit our Features Requests hub to vote or add in ideas for development. This is your product!