Before we dive in, take a moment to watch our latest product update video. In this month’s video, Mac walks through all the new features and improvements now live in WorkflowMax - from flexible quoting options and phase-by-phase invoicing, to smarter reporting tools, easier document management, and the latest integration updates. You’ll see what’s changed, how it can help in your day-to-day work, and what’s coming soon.
Re-quoting jobs just got easier. When you create a new quote for a job that’s already got one, you can now choose how you want to build that quote:
Pick what works for you, maybe you want to keep things the same as your last quote, or perhaps you’d like to update your pricing based on what’s currently in the job.
There’s more: when you accept a new quote, you’ll get a quick pop-up if your job tasks don’t match your quote. You can make the quote the ‘source of truth’ by updating your job, or you can just adjust the bits you want and leave the rest as they are.
In short, it’s now even easier to manage quotes.
If your projects have different stages or ‘phases’- like design, planning, or construction, you can now pick exactly which phases you want to invoice for, each time you send an invoice.
That means you can easily charge for the work you’ve done, as soon as it’s finished, and keep your invoicing neat and organised.
And this is just one of many improvements we’re making to invoicing, so keep an eye out for more updates soon!
Reporting just got easier. With ‘filter views’ in Custom Reports, you can quickly look at different information without having to set up lots of separate reports.
Let’s say you want to run a timesheet report for each employee at the end of the month. Instead of making different reports for each employee, you’ll just set up different filters, one for each person. Switch between them with a click, or share these views with your team.
It saves you time and keeps things neat and simple.
You can now see your lead activities as a list or on a calendar- whichever helps you stay organised. It’s easy to switch between views and set things up to match how you like to work.
This means you can keep track of who to contact next, spot important dates at a glance, and make sure you never miss a step with potential customers.
Collect credit card payments in more places: The Airwallex integration is now available to customers in New Zealand and the United Kingdom. This means your clients can pay directly from your WorkflowMax invoices using their credit card. You get paid faster, and your customers enjoy a simple, secure way to settle their bills.
Smarter sales workflows with HubSpot: The HubSpot integration is now open to everyone. Sync contacts in both directions, so your details are always up to date. And when a deal is won in HubSpot, you can instantly create a job in WorkflowMax. No double-handling, no missed details. This keeps your sales and project teams on the same page from the start.
A fresh way to schedule work: A brand new scheduling tool is being rolled out now, making it easier to organise jobs, assign tasks, and see your team’s workload. Watch for it popping up in your account soon, so you can manage your projects and people more effortlessly.
Our brand new API V2 is in beta testing, and the feedback has been great so far. It’s easier to use, lets you receive more information in one request, and has better support for custom fields. We’re opening up the second round of beta access soon, if you’re interested in testing, contact our support team to get on the list.
That’s a wrap for this month! For more details, check out our full release notes. We’ll be back next month with more news, especially around reporting and purchase orders. Have questions? Reach out via support - we'd love to hear from you. As always, thanks for being part of WorkflowMax and for sharing your feedback.