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Getting familiar with WorkflowMax

Video learning



Learning objectives

WorkflowMax is an end to end job management solution. In this 15 minute demo, we’ll take you through the app to demonstrate how you can track your jobs as they progress. As well as gain insights into the time spent, the costs and the profitability of each job.

Course outline

    • Adding a new client
    • Creating a quote
    • Creating a job
    • Adding costs to your job
    • Tracking time against tasks
    • Invoicing your job as it progresses
    • Reporting within WorkflowMax
    • How to use the mobile app when you’re on the go

Topics covered

  • Settings
  • Users

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