WorkflowMax

25/08/2026

Time Off, sorted ⏰ Leave management built into WorkflowMAX.
Your team can request, approve, and track leave directly in WorkflowMAX, with configurable leave types and full visibility for managers and approvers.

It connects to Capacity Planning, too. Approved leave flows automatically into your team's availability, so resource forecasts stay accurate without double-handling.

24/08/2026

In case you missed it, a quick recap of what shipped last quarter:

🤖 MCP Connector: Ask your job data questions in plain English, right from the AI tools you already use, and get answers pulled from your live data.
✍️ Online Quote Acceptance (eQuote): Let your customers accept or decline a quote online – with optional items, comments, and a clear record of what was agreed.
📊 Sales Pipeline: A live, visual dashboard of every lead. As opportunities move, your key numbers update too - helping you prioritise the right work and protect profitability.
📅 Leave Management (Time Off): Let your team request time away, give approvers a clear view of what needs actioning, and see how leave affects capacity and timesheets, all in one place.

Plus customisable email templates, and the ability to move costs and POs between jobs.
All built to close the gap between winning work and getting paid for it.

Watch the wrap-up here: https://hubs.la/Q04tvBrD0

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

20/08/2026

That's a wrap on Xerocon Denver! 🇺🇸

Two days, a lot of coffees, and more good conversations than we can count.

Thank you to everyone who stopped by the booth to talk about your practice, your clients, and where the jobs and margins are really at. Meeting so many accountants, bookkeepers and advisors in person, our first time doing it in the US, was everything we hoped it would be.

To the WorkflowMAX crew and our Platinum Implementation Partners who made the booth what it was: thank you.

Denver, you were good to us. Until next time 👋

20/08/2026

Xerocon Denver D1 done! 🎉

So many great chats today with the people who make this ecosystem what it is. A lot to take in, and a lot to be excited about.

Ready for a big day 2. See you there. 💚

18/08/2026

We're set up and ready for Xerocon Denver!

Two days of talking shop with accountants, bookkeepers and advisors from across the ecosystem, and we couldn't be more excited.

If you're going to be there, come say hi to our team, we'd love to meet you.

See you tomorrow 👋

18/08/2026

From a team of 8 to a team of 40. 🚀

When ASJ started with WorkflowMAX eight years ago, they were a small property consultancy. Today they're a multidisciplinary firm delivering building surveying, engineering, architecture, and project management right across New Zealand, running 80 to 90 projects at any given time.

So how do you scale like that without losing control?
For Director Andrew Sweeney and the ASJ team, the answer was real-time visibility. With WorkflowMAX, their people (from in-house staff to consultants and external advisors around the country) can log time and data from anywhere, online or via the app. That gives leadership live insight into resourcing, deadlines, and where every hour and cost sits, from a project's inception right through to completion.

Pair that with a seamless Xero integration for painless month-end invoicing, and you've got a business built to keep growing.

As Andrew puts it, WorkflowMAX in three words: transparent, critical, and real-time.

ASJ's success was supported by David Jackson at Ripped Orange, whose hands-on guidance helped them tailor WorkflowMAX to the way their business runs.

▶️ Watch Andrew share their story below.

13/08/2026

Say hello to Shani, our new Marketing Manager.

She's spent years in B2B fintech marketing, working with some of the region's fastest-growing startups. And here's a small coincidence we liked: she used WorkflowMAX herself years ago, in one of her first marketing roles. Coming back to work on the product feels like things have come around nicely.

Shani likes building things from scratch and moving quickly, where you can test an idea and see the impact fast.

When she's not working, she's usually chefing it up 👩🏻‍🍳. She's recently started running restaurant pop-ups with friends, and she travels whenever she can.

Welcome to the team, Shani 💚

12/08/2026

We're heading to Xerocon Denver! 🇺🇸

Come find the WorkflowMAX team at the Colorado Convention Center on August 19-20. We'd love to chat.

If you advise service-based businesses, we can show you how WorkflowMAX helps your clients go from quote to cash in one platform. Time tracking, job costing, invoicing, real-time profitability reporting, and a deep two-way integration with Xero that keeps everything in sync.

It's the kind of operational visibility that makes your advisory conversations easier and your clients' businesses healthier.

Swing by our booth, say hello, and let's talk about how we can help the firms you support get more control over their projects, their margins, and their time.

See you there 👋

10/08/2026

How do you keep a construction and interiors business running on a single source of truth? 🏗️

We're proud to share the story of Guyco Construction, a New Zealand commercial construction firm that's been building since 1952. After a thorough evaluation, Guyco Construction chose WorkflowMAX to support both sides of their operation.

A big part of their success has been the support on the ground from Glennis Stuckey at Katalyst Cloud & Business Services Limited (Auckland), who helped guide the implementation and remains just a phone call away.

Today, Guyco Construction relies on WorkflowMAX for capacity planning, variation management, and cost tracking. They've even brought their whiteboard planning into the platform, so data stays live, real, and visible to the crew on site.

The result has been sharper decision-making, tighter cost control on variations, and improved profitability with full confidence in their numbers.

As the Guyco Construction team puts it, WorkflowMAX delivers on ease of use, confidence, and accuracy.

🎥 Watch the full story below to see how Guyco Construction works with WorkflowMAX.

05/08/2026

Growing your architecture firm shouldn't mean drowning in admin.

GB-A are confident they could double in size - without missing a beat.
WorkflowMAX + Xero handles the workflow, so their team can focus on what they do best.

Is your current setup ready to scale with you?