Yes. Personalisation settings let individual users customise their dashboard layout, default views, and display preferences. At the organisation level, admins configure branding, notification rules, and user privileges. The platform adapts to how your firm works, not the other way around.

Customisation features job templates, custom fields, mandatory fields, notifications, and custom job states let you define how work flows through your business. Combined with user privileges that control who can do what, you create a standardised operating framework that new staff can follow from day one.

Yes. Custom print templates give you full control over the layout, branding, and content of client-facing documents. Design templates in Microsoft Word with merge fields that pull data directly from WorkflowMAX records. Multiple templates can be saved for different document types or client requirements.

Custom fields can be added to jobs, quotes, timesheets, clients, and other record types. They support text, number, date, dropdown, and checkbox formats, and can be set as mandatory. Custom fields on jobs and quotes populate into custom print templates as merge fields, so they flow into client-facing documents automatically.

Yes. Custom notifications can be configured to alert specific people when a job moves into any state you define such as 'Ready for Invoicing' or 'Awaiting Approval'. This automates handoffs between teams without manual communication.

Yes. Set up job categories for your business streams and map each to the appropriate account codes and Xero tracking categories or QuickBooks classes/locations. When you issue an invoice, the correct codes are applied automatically, giving you segmented P&L reporting without manual coding.