
Who is this course for?
This course is for anyone wanting to avoid the common pitfalls when implementing WorkflowMax into their organisation. The course also ensures the implementation of WorkflowMax goes smoothly without disruption to your day-to-day operations.
What does the course cover?
The course starts with taking you through how to write up a project plan. It is critical to ensure you get the timing of the implementation right, so we want to get that nailed down first. We then take you through every step of the way. We should you how to set the account up, select the right process for your industry, design your document, then help you load your current jobs with opening WIP balances. We will also be showing you how to setup your Xero integration and explaining how it works.
How long does it take?
There are only about 3 hours of videos, but you will need to set aside anywhere between 2 – 10 hours to gather and input the data into WorkflowMax. We would also recommend budgeting 1 hour for every 20 jobs you need to migrate over.
Why take this course?
WorkflowMax is a system you will need help setting up. It is such a powerful tool that reduces admin time, but when setup incorrectly it can cause inefficiencies around invoicing and ineffective reporting. Our course ensures you avoid all the common mistakes and you are able to utilise the power of this incredible platform.
Course Content
Identifying Your Processes
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Introduction to Processes
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Fixed Price Projects with Full Detail
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Time and Cost Project
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Fixed Price with a Single Line Item
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Fixed Price Project using Full Description
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Fixed Price Projects with Percentage Line Item Progress Claims
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Fixed Price Projects using Budget Categories
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Support or Maintenance Jobs
- Introduction to Processes
- Fixed Price Projects with Full Detail
- Time and Cost Project
- Fixed Price with a Single Line Item
- Fixed Price Project using Full Description
- Fixed Price Projects with Percentage Line Item Progress Claims
- Fixed Price Projects using Budget Categories
- Support or Maintenance Jobs
Account Configuration
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Organisation Settings
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Task vs Staff Based and Setting Custom Rates
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Custom Staff and Custom Rates
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Creating Job Categories
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Creating Job States, Notifications & Teams
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Using Tasks Effectively
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Using Costs Effectively
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Creating Effective Job Templates
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Setting up Task Labels
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Setting up your Xero Integration
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Importing Customers, Contacts and Suppliers
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Setting Job Numbering and Prefixes
- Organisation Settings
- Task vs Staff Based and Setting Custom Rates
- Custom Staff and Custom Rates
- Creating Job Categories
- Creating Job States, Notifications & Teams
- Using Tasks Effectively
- Using Costs Effectively
- Creating Effective Job Templates
- Setting up Task Labels
- Setting up your Xero Integration
- Importing Customers, Contacts and Suppliers
- Setting Job Numbering and Prefixes