MAX Impact:
Integrated Calendar turns meetings into timesheets, so billable time doesn’t get missed.
Timesheet reminders and approvals automate follow-ups, so invoicing happens sooner.
Zapier integration connects WorkflowMAX to 8,000+ apps – automate job creation from your CRM, sync contacts, and trigger notifications without code.
Multi-currency POs and scheduled reports remove two common weekly admin chores.
Scheduled Reports delivers your key reports – WIP, profitability, utilisation – to your inbox automatically, on whatever cadence you set.
Multi-currency purchase orders let you create POs and bills in any currency, with WorkflowMAX handling conversions automatically.
Watch the Q1 2026 product update video for a quick tour of the latest WorkflowMAX features.
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The problem: Your team spends half the day in meetings, then manually recreates that schedule in timesheets at the end of the week. It's redundant, time-consuming, and leads to forgotten billable hours.
What's new: Our Integrated Calendar feature now syncs directly with Microsoft Outlook and Google Calendar. Your meetings, appointments, and events appear in WorkflowMAX automatically, ready to convert to timesheet entries with a few clicks.
Why it matters: No more double data entry. If it's on your calendar, it can be billable. One beta customer reported saving 2-3 hours per week on timesheet entry.
Currently in beta for Advanced plan customers
The problem: It's Monday morning, and half your team still hasn't submitted last week's timesheets. You're sending reminder emails, chasing people individually and delaying invoicing.
What's new: Timesheet Approvals & Reminders lets you set up automated reminder workflows and approval chains. The system does the chasing for you, escalating reminders until timesheets are submitted and approved.
Why it matters: Timesheets get submitted on time. Approvals happen faster. You invoice sooner. That's one weekly task off your plate.
Reminders available in beta for Premium & Advanced plans; Approvals available for Advanced plans
The problem: Your business runs on multiple tools, and you're manually copying data between them.
What's new: WorkflowMAX is now on Zapier, which means you can connect it to over 8,000 other apps without writing code. Automatically create jobs from CRM deals, sync contacts, trigger Slack notifications, or push data to your BI tool.
Why it matters: Automation eliminates manual data transfer and keeps your systems in sync. Build the workflows your business actually needs.
Available for Premium & Advanced plans
The problem: You're working with suppliers overseas, juggling multiple currencies, and trying to keep exchange rates straight while issuing quotes and invoices.
What's new: Multi-currency support for purchase orders and bills. Create POs and bills in any currency, and WorkflowMAX handles the conversions automatically.
Why it matters: If you work with international suppliers, this removes a major pain point. Create a PO in their currency, bill in their currency, and let the system do the math.
Currently in beta for Premium & Advanced plans
The problem: You need the same reports every week - WIP, project profitability, resource utilisation - but you're manually generating and distributing them each time.
What's new: Scheduled Reports lets you set up any custom report to run and deliver automatically. Daily, weekly, monthly, or yearly - configure it once and the system handles the rest.
Why it matters: Consistent reporting without the manual work. Your leadership team gets the data they need, when they need it, without you having to remember to send it.
Available for Advanced plan customers
Each of these features tackles a specific pain point, but together they represent something bigger: less time on admin, more time on the work that matters.
Project-based businesses run on accurate data - time, expenses, costs, and schedules. But gathering that data shouldn't consume your day. These updates are designed to automate the busywork, reduce errors, and give you real-time visibility into how your projects are actually performing.
We're not done. Later in Q1, we'll be releasing:
Capacity Planning - visual resource management to see who's available and when
AI Expense Extraction - take a photo of any receipt and AI extracts the data automatically into your job costs - no typing, no manual entry, just instant job costs.
Quote Variations - track scope and budget changes as projects evolve, with each variation linked to the overarching job budget
SharePoint Integration - seamless document management for Microsoft 365 users
AI Report Insights - surface anomalies and trends across your financial reports automatically – so you spend less time reading numbers and more time acting on them.
New branding - We're refreshing our brand and palette across the platform - same powerful features, cleaner experience.
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.