Extend WorkflowMax

API

• About the WorkflowMax API

Customise WorkflowMax

• About customising WorkflowMax

• Custom billing rates
• Custom fields
• Custom print templates
• Custom reports

Filters

• About filters
• Create a filter
• Delete a filter
• Edit a filter
• Use a filter

Folders

• About folders

Integrations

• Integrate with your offline calendar

Notifications

• About notifications
• Edit default notifications
• Enable or disable email notifications

Templates

• About templates

• Custom print templates
• Job templates
• Lead templates

To-do items

• About to-do items
• Add a to-do item
• Delete a to-do item
• Reorder to-do items
• Tick off completed to-do items