June 2025 Product Update: Enhanced Navigation, Reporting, and Quoting
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Read Article 3 min read
TL;DR: Past projects offer powerful lessons—if captured and applied. By transforming previous...
TL;DR: Architects and creative agencies face the challenge of delivering more projects amid hiring...
TL;DR: Weekly project status reports keep teams aligned, highlight progress, and surface potential...
TL;DR: Manual onboarding slows teams down, increases errors, and risks non-compliance....
TL;DR: Seamless project handovers reduce delays, align teams, and protect quality. Whether...
TL;DR: Relying on gut instinct limits project success. Data-driven project management unlocks...
TL;DR: Training new team members can be slow and inconsistent—but project templates and SOPs change...
TL;DR: Accurate time tracking is vital for building client trust, ensuring fair billing, and...
TL;DR: Strong internal communication plans align teams with company goals, reduce...
TL;DR: Disorganisation and poor visibility can derail projects. Transparent workflows solve this by...
TL;DR: Regulated design environments, especially in diagnostics like IHC assay validation, require...
TL;DR: Email lacks the structure needed for effective task management in engineering projects....
TL;DR: Scope creep threatens timelines, budgets, and team focus in multi-stage design projects. It...
TL;DR: Visual project dashboards help design teams track key metrics, manage timelines, and stay...
TL;DR: Effectively managing external consultants requires clear communication, role definition, and...
TL;DR: Job costing is essential for engineering firms to avoid margin bleed and stay profitable. It...
TL;DR: Effective client communication is essential for successful project delivery, yet many teams...
TL;DR: A strong feedback culture is key to growth, innovation, and retention in architecture and...
TL;DR: Engineering teams often face delays due to communication gaps, scope changes, and...
TL;DR: File chaos slows down design firms. Confusing names, scattered storage, and no version...
TL;DR: Workload forecasting is a major challenge for architects and engineers due to unpredictable...
TL;DR: Architecture project success depends on tracking the right metrics. Key ones include...
TL;DR: Cross-functional teams offer agility and innovation but often face confusion due to...
TL;DR: AI is no longer just a buzzword in architecture. Generative AI accelerates design...
TL;DR: WorkflowMax is a rebuilt, cloud-based project and job management tool tailored for...
TL;DR: The first 30 days of an architecture project are critical for identifying and mitigating...
TL;DR: Estimation drift—when project costs deviate from initial estimates—threatens profit margins...
Handling multiple MTD clients can be a real challenge for accountants. With tight deadlines and...
TL;DR: Aligning job costing with the RIBA Plan of Work improves financial clarity, budget control,...
TL;DR: Fragmented data in construction leads to delays, miscommunication, and costly rework....
TL;DR: Context switching drains focus and productivity in engineering and design work. Strategies...
TL;DR: Delivering high-quality architecture projects requires balancing creativity with execution....
TL;DR: Fragmented data in construction leads to delays, miscommunication, and costly rework....
TL;DR: Time inflation—rising costs and extended timelines due to economic shifts—can erode project...
TL;DR: Task dependencies in civil engineering determine how project tasks relate and impact each...
TL;DR: Excel timesheets often fail to provide the accuracy, visibility, and scalability modern...
TL;DR: WorkflowMax helps architecture firms deliver projects on time and within budget by...
TL;DR: Task automation transforms architecture projects by improving efficiency, accuracy, and...
TL;DR: Project templates and automated workflows help architecture firms improve efficiency,...
TL;DR: Repeatable project workflows create clear, consistent paths that move teams smoothly through...
TL;DR: Seamless collaboration between office and site teams is essential for architecture projects...
TL;DR: Architecture studios need job management tools that centralise workflows, enhance client...
TL;DR: Inefficient workflows in architecture lead to missed deadlines, budget overruns, and unhappy...
TL;DR: In 2025, architecture clients expect more than design—they demand sustainability,...
TL;DR: Architects are embracing cloud tools to streamline project planning, improve collaboration,...
TL;DR: As architecture firms grow, spreadsheets become a liability, causing data errors,...
TL;DR: Double data entry wastes time, increases errors, and slows down business growth. Repeating...
TL;DR: Task automation is key to improving efficiency in project management. By streamlining...
You’re talented, you’re in demand, and your reputation is growing. Unfortunately, your incredible...
KPIs (Key Performance Indicators) are measures you can use to understand the performance of your...
You spend hours pulling information from different documents, crunching the numbers, and putting...
For as long as humankind have built cities, we have needed civic architecture. Places to manage our...
Maybe you've just finished school and you're ready to brave the real world. Maybe you're tired of...
What’s the best thing about architecture blogs? You barely have to do any reading. Filled with...
As architects, trends play an important role in design work. While clients coming to you usually...
TL;DR: Manual admin slows small architecture firms down. Disconnected systems, repeated data entry,...
TL;DR: Clear roles and responsibilities are crucial for the success of architecture projects. From...
TL;DR: Clear communication is crucial to the success of architectural projects. It aligns client...
TL;DR: Task allocation can be challenging as architecture teams scale. Without clear roles and...
TL;DR: Managing subcontractors and consultants can get chaotic without the right systems in place....
TL;DR: Phase handoff challenges can delay architectural projects and cause costly errors. Poor...
TL;DR: Scope creep in architectural projects occurs when unplanned tasks expand the original scope...
TL;DR: Accurate quoting is crucial for the success of architectural projects. It sets financial...
TL;DR: Centralised dashboards revolutionise architecture firm operations by unifying data, tools,...
TL;DR: WorkflowMax empowers your team with real-time insights to optimise project management. With...
TL;DR: Accurate time tracking is vital for service businesses, especially in architecture, where...
TL;DR: Most of your profits likely come from a small group of clients and job types. Identifying...
TL;DR: Understanding profitability by client and project type empowers architecture and service...
TL;DR: Traditional billing systems can’t meet today’s business needs. WorkflowMax solves this by...
TL;DR: In architecture, lack of visibility leads to delays, miscommunication, and lost revenue....
TL;DR: Invoicing delays can cripple architecture firms by disrupting cash flow, damaging client...
TL;DR: In today’s flexible work environments, accessing job documents on the go is essential....
TL;DR: Decentralised data causes confusion and construction delays. WorkflowMax solves this by...
TL;DR: Budget overruns in cloud environments can derail projects. WorkflowMax helps prevent this...
TL;DR: AI transforms project management by improving accuracy, reducing delays, and streamlining...
TL;DR: Resource utilisation heatmaps are powerful tools for visualising how team capacity is used...
TL;DR: Post-project evaluations and lessons learned help teams identify what worked, what didn’t,...
TL;DR: Compliance is essential to protect your organisation from legal risks and reputational...
TL;DR: Effective client communication is crucial for maintaining project momentum and fostering...
TL;DR: Project template libraries streamline workflows by standardising recurring tasks and...
TL;DR: Effective project planning starts with clarity. WorkflowMax’s Gantt charts allow you to...
TL;DR: Automated project status reporting keeps everyone informed with clear, concise updates on...
TL;DR: Mobile time tracking helps remote and field teams stay productive and accountable. With...
TL;DR: Managing multiple projects in small agencies requires prioritising tasks, allocating...
TL;DR: KPI dashboards offer real-time visual tracking of key project metrics, linking project...
TL;DR: Combining timesheets and project scheduling provides a unified view of time and resources,...
TL;DR: Automating the quote-to-invoice process streamlines project management, reduces errors from...
TL;DR: Understanding DSO (days sales outstanding) and customer payment habits using e-invoicing...
TL;DR: E-invoicing digitises billing, offering efficiency, accuracy, and compliance. Key aspects...
TL;DR: E-invoicing is the digital exchange of invoices, replacing paper and manual processes for...
TL;DR: Secure online communication relies on protocols (SSL/TLS for web, SSH for remote access,...
TL;DR: Quote-to-cash (QTC) automation streamlines the entire sales cycle—from generating quotes to...
TL;DR: Quote-to-cash (QTC) automation streamlines the entire sales cycle—from generating quotes to...
TL;DR: Revenue leakage from delayed or partial billing chips away at profits. By streamlining...
TL;DR: Stage-based invoice templates break billing into clear project milestones, improving...
TL;DR: Time-based billing often leads to cash flow issues and client confusion. Milestone billing...
The RIBA Plan of Work is a crucial framework in the architecture and construction industries. It...
TL;DR: Standardising proposal formats ensures clarity, consistency, and efficient collaboration...
TL;DR: Manually managing quote approvals is slow and error-prone. Automating quote breakdowns...
TL;DR: Under-quoting can derail projects. You improve cost accuracy, client trust, and overall...
TL;DR: Aligning fee proposals with the RIBA Plan of Work gives architects a clear, structured way...
TL;DR: Multi-phase architecture projects require precise budget planning to avoid hidden costs and...
TL;DR: Architecture firms need real-time financial data to manage projects efficiently, reduce...
Structured XML formats like UBL and PEPPOL improve e-invoicing. These formats drive digital...
Cash flow forecasting is essential for businesses. It estimates future cash inflows and outflows...
An audit trail is crucial for keeping your business compliant with HMRC regulations. It tracks...
Quarterly VAT submissions under the Making Tax Digital (MTD) scheme are vital for businesses. MTD...
Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) changes how self-employed people...
Digital record-keeping is a key part of the UK's Making Tax Digital (MTD) initiative. MTD aims to...
Spreadsheets have long been the go-to for many businesses. They're simple, adaptable, and familiar....
E-invoicing changes how businesses manage their invoices. It's about sending and receiving invoices...
Making Tax Digital (MTD) is transforming how businesses handle tax reporting. It's all about...
Spreadsheets can be useful for basic tracking, but they’re prone to errors and inefficiencies....
Making Tax Digital (MTD) changes how businesses submit taxes. It moves tax processes online,...
Making Tax Digital (MTD) is the UK's plan to modernise tax processes. It moves VAT submissions...
Ensuring operational continuity during transitions is vital. Structured processes, effective...
Centralising reporting during business changes helps maintain clarity and consistency. It brings...
Efficient handovers between RIBA stages are crucial for keeping architectural projects on track....
TL;DR: Disconnected quoting, invoicing, and billing can derail architecture projects. By...
The RIBA Plan of Work is a standard framework for architecture and construction projects. Developed...
Cyber threats are evolving every day, and protecting your online accounts has never been more...
At WorkflowMax, we believe that business success and community well-being go hand in hand. Our...
The world of job management can be overwhelming at times. With the range of software options...
Estimating labour costs is a critical part of project planning. In fact, it can be the difference...
Whether your agency is producing a website, app, brand identity, social or content campaign, or...
Why should you standardise your job management processes? While every client and their objectives...
Let's face it, things don't always go exactly according to plan in the world of job management. A...
In today’s fast-paced business world, efficiency is everything. Whether you're managing a small...
Juggling projects, deadlines, and a team with superpowers (because, let's face it, your crew is...
Hey there, productivity warriors and efficiency enthusiasts! We have some exciting news to share...
For the most up to date info checkout the new home for our Product Roadmap!...
There’s so much to learn and do when you run your own business. And it’s great when you start...
As a new business owner, you likely spend most of your time in the day-to-day operations of your...
With today’s technology, business owners can record, track and report on every activity in their...
We’re excited to announce a significant milestone in our journey - the official launch of...
Xero’s WorkflowMax is a well-known brand and comprehensive job management product. Thousands of...
On the 21 February 2024, WorkflowMax went live! We are more than thrilled to show you a sneak peek...
If you’re a busy business owner with lots on your plate, it can sometimes be overwhelming knowing...
Instead of looking at employee time tracking as an admin hassle, here are 17 ways time tracking...
As Xero's WorkflowMax approaches its retirement in June 2024, it's important to start planning for...
Wishing you all a very happy and relaxing holiday period. Our crew will be taking a short break,...