TL;DR: A handful of handy features are now live across all plans. Revise purchase orders, create jobs on mobile, get a sharper monthly summary report, add custom fields to weekly timesheets, and enjoy smarter CSV imports.
Watch the product update video for a quick tour of the latest WorkflowMAX features, then dive in for the details.
What’s new: You can now edit a PO after it's issued by revising it from the 'options' tab when viewing a PO
Why it helps: Instead of deleting and re-creating a PO to make a change, create a revised version, edit details, and reissue the PO.
Heads up: Any bills or stock receipts from the original PO will be moved to the revised version - a warning appears before this is processed.
Extra options: Choose “mark as received” when the goods have arrived, “mark as fully billed” when all supplier invoices are in, or “mark as completed” to do both at once and close the PO in a single step.
What’s new: A pause option for the timer so you can pause a running timer and come back to it, without creating separate time entries.
Why it helps: Makes time tracking more accurate and less disruptive when work is frequently interrupted - ideal for anyone who switches between tasks, takes short breaks, or needs to pause for meetings or site visits.
How to access: The pause timer is now available in the navigation bar's timer widget.
What's new: see jobs, tasks, milestones, quotes, upcoming recurring jobs and lead activities in one central view by enabling it in your configure settings on your dashboard.
How it helps: Get a complete picture of work and sales activity so you can schedule smarter, spot clashes early, and manage capacity without switching screens.
What’s new: Custom fields for timesheets now appear on the weekly timesheet entry screen.
Why it helps: Ensure all the necessary information is collected, regardless of where timesheets are entered
Option to hide: In Organisational Settings, custom fields can be disabled on the weekly timesheet entry.
What’s new: A monthly summary layout is now available for custom reports.
Why it helps: Compare financial metrics between months for trend analysis, e.g. highest invoiced client.
How to use: Choose Monthly Summary Report from the layout dropdown.
What’s new: Reports now export in the background - we’ll email them to you when they’re ready and you can also download them later from the Exported Reports tab.
Why it helps: Large reports can take time to generate and may slow down your workflow. To avoid waiting, WorkflowMAX will email them to you once they’re ready. That means you can start the export, carry on with other tasks, and download the finished file when it arrives.
Coming soon: This paves the way for scheduled reports, so reports can land in your inbox on a set schedule.
What’s new: Create new jobs directly from the mobile app.
Why it helps: It lets your team create jobs quickly from anywhere - useful for on‑site work, client meetings or last‑minute requests. Capture details while they’re fresh, and keep field updates in sync with office workflows.
What's new: Zapier access lets you connect with over 8,000 apps to create Zaps using WorkflowMAX triggers (for example, new job created or job status updated) to post to Slack/Teams or trigger other actions.
How to join: Contact Support for access.
What's new: A drag‑and‑drop Kanban view of jobs and statuses. Move jobs between columns to update status, cancel or mark complete.
Customisation: Choose which job statuses and fields (category, budget, etc.) appear on the board.
How to join: Contact Support for early access.
What's new: A new pricing mode to invoice by percentage of the quoted amount for each task/cost.
Why it helps: Useful for milestone or stage invoicing tied to quoted values - the invoice screen shows quoted amounts, invoiced‑to‑date, this invoice and remaining balance.
How to join: Contact Support if on the Advanced plan.
What’s new: API v2 is now available with over 50% of the v1 endpoints implemented.
Why it helps: JSON‑based endpoints lay the groundwork for webhooks and more endpoints to come, making integrations cleaner and more powerful.
How to join: Contact Support to get access to the docs and start testing.
We’re continuing to invest in new functionality that will give you more control, flexibility, and insight in WorkflowMAX. Here’s a sneak preview of just some of the upcoming features that are currently in development:
We can’t wait to see how you use these features in practice. Please continue to share your feedback, use cases, or challenges - your input is key to helping us refine WorkflowMAX together.