What you'll learn

You will learn how to manage the project on workflowmax

You will learn how to send leads, quotes, invoices

You will learn how to understand the profitability better while managing a project

Requirements

None

Description

WorkflowMax

Online project management made easy.

Run your jobs remotely with WorkflowMax cloud project management software. Do it all in one place, from anywhere – quoting, scheduling, time tracking, invoicing and reporting. Enjoy greater visibility over your people and your profit.

Upon completion of the course, you will become confident in using WorkflowMax for the projects.

Here are the topics covered:

Overview of navigation and explanation how to use and where to find elements;

General settings with explanation what each section means, later we go through more in details through each of those;

Contact and how to add the types of contacts;

How to set up a team and allocate billable/base rates, as well as access of the users to the WorkflowMax set up;

We try adding the job categories and I will go through job settings. I will also show you how to make job status for each project. Other helpful tools are job template (essential for regular projects), milestones set up and tasks for the streamlined process;

You will learn step by step how to set up prospective client, add a lead;

We cover custom fields and many more additional features;

Integration with Xero is covered in lecture on featured;

Learning how to add a new quote from zero to hero;

What if you need just an estimate and not a quote, we go through the process for estimates;

Who this course is for:

Anyone who is working with project management

Would like to work in project management

Bookkeeper or accountant