WORKFLOWMAX SETUP AND TRAINING DAY
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.
- On-site 3-hour essentials training covering
- 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.