WORKFLOWMAX SETUP AND TRAINING DAY

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WORKFLOWMAX SETUP AND TRAINING DAY

Carried out by a Workflowmax Certified Training Expert and Advisor

Workflowmax is a highly customizable, end-to-end project management solution. With granular user permissions, powerful reporting and highly configurable fields make it the perfect tool for businesses with more complex project management requirements such as work-in-progress and milestones accounting.

What’s Included

  • On-site 3-hour essentials training covering
  • Introduction
  • Navigation and dashboard
  • Creating a new client / contact
  • Job/tasks and recording time
  • Adding costs
  • Other details on jobs
  • Job manager
  • Job and staff schedule
  • Job reports
  • Customize WorkflowMax to your business
  • Mapping and integration with xero

Further support can be provided using our screen sharing technology and is charged on an hourly basis.

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