This quarter was about getting you the information you need, where you need it. Quote Variations gives you a clear audit trail when scope changes. The SharePoint Integration puts your project files in one place. AI Report Insights surface what matters in your financial reports. And API v2 is now generally available for everyone.
📋 Quote Variations - Track every scope change without losing the original
The problem: Projects rarely go exactly to plan. Scope creep, clients add requirements, budgets shift. But when you update the original quote to reflect those changes, the paper trail disappears - and it's harder to see what was actually agreed at the start.
What's new: Quote Variations captures every scope change as a separate variation, sitting alongside the original quote. You get a clear, chronological record of what changed, when it changed, and what it means for the budget.
Why it matters: No more "what did we agree on?" conversations. You have a complete audit trail from first quote to current project status - useful for client conversations and for protecting your margin.
Currently in beta for Advanced plan customers.
📁 Microsoft 365 SharePoint Integration - One place for every project file
The problem: Your team is uploading documents to SharePoint, emailing files back and forth, and hunting through folder structures just to find the latest version. It slows everyone down and creates version confusion.
What's new: SharePoint Integration connects your project documents directly inside WorkflowMAX, synced with SharePoint. Upload from either side, and everything stays in sync. You can even email documents in via Collaboration Manager.
Why it matters: Every version, from every collaborator, in one place – without asking your team to change how they work. Files go into WorkflowMAX or SharePoint; everyone sees the same thing.
Currently in beta for Premium + Advanced plan customers.
🤖 AI Report Insights - Find what matters in your reports, automatically
The problem: You run the reports. Then you spend the next 20 minutes scrolling through rows of data trying to spot what's changed, what looks off, and what actually needs your attention.
What's new: AI Report Insights does that scanning for you. Run any custom report - invoices, WIP, profitability - and AI automatically flags what's changed, what looks unusual, and what needs action.
Why it matters: Less time reading numbers, more time acting on them. The exceptions come to you, instead of you having to hunt for them.
Currently in beta for Advanced plan customers.
🔗 API v2 - Now live for everyone
What's new: API v2 is out of beta and available to everyone. Every v1 endpoint is on v2, and as new WorkflowMAX features ship, they're available via API faster – giving you broader coverage and deeper access to your data as the platform grows
Why it matters: Whether you're building custom reports, connecting to your CRM, or automating workflows between tools – v2 gives you more endpoints to work with, and that coverage grows with every feature we ship.
Available on all plans.
What's coming this month
📆 Capacity Planning - Plan capacity at a glance
The problem: You’re trying to plan work in advance, but availability lives in a spreadsheet (or someone’s head). By the time you realise someone’s overbooked, deadlines are already slipping and you’re reshuffling jobs at the last minute.
What's new: Capacity Planning gives you drag-and-drop resource scheduling with real-time visibility into who’s available and where work is over-allocated - so you can balance workloads before timelines slip.
Why it matters: Fewer surprises, less firefighting, and a clearer view of what your team can actually take on - before you commit.
Available for beta later this month on Advanced plans.
💰 Advanced WIP Management - Stop guessing what's behind the number
The problem: You look at the WIP balance on a job and have no idea what's driving it. Is it timesheets? Costs? A deposit? Getting to the answer means digging through multiple places.
What's new: Advanced WIP adds a dedicated WIP tab to every job, breaking the balance down into individual ledger entries - timesheets, costs, and deposits all in one view. Search, filter, sort, write off entries, and export to CSV for offline analysis.
Why it matters: The detail is right there, inside the job. No more guessing, no more cross-referencing across reports.
Available for beta later this month on Advanced plans.
Here's a taste of what we're working on:
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eQuotes - send quotes directly to clients for digital review and sign-off. They receive it, review it, approve it. No PDFs, no back-and-forth.
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Multi-Currency Invoicing - invoice in your client's currency and let WorkflowMAX handle the conversions automatically. Accurate international billing without the manual work.
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AI Expense Extraction (web) - upload a receipt and AI pulls the merchant, amount, and date instantly. Already in beta on mobile, with the desktop version on its way.
We can't wait to see how you put these to work. As always, keep the feedback coming - it directly shapes what we build next.
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