WorkflowMax Mastery for Professional Services

Will McTavish

30day-guarantee
Who is this course for?

This course has been created for Professional Service Companies that are currently using WorkflowMax but feel they aren’t quite utilising all the features of the platform, or are having issues with their billing processes.

What does the course cover?

This course takes your from a novice to an expert with WorkflowMax.  You will learn every process you need to know as a Professional Services Organisation and all the workarounds we’ve figured out to help you get the most out of your WorkflowMax.

How long does it take?

There is about 4 hours of videos in the course, and we’d recommend putting aside another 2 – 4 hours to practice what you are learning.  We advise working in 2 hour blocks to maximise your knowledge retention, so you should be able to knock this course out in 3 – 4 sessions.

Why take this course?  

There are so many WorkflowMax users that are having issues with their invoicing, or feel they aren’t getting the full benefit from the platform.  This course turns critics into advocates of WorkflowMax because they finally get to experience the power of the job management system on the market.

Sample Video
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Course Content

Modules Status
1

Introduction to WorkflowMax Mastery

2

Re-configuring your WorkflowMax

3

Updating your Clients and Contacts

4

Document Design

5

Processes For Professional Services

6

Other Processes For Professional Services

7

Staff Training

8

Preparing for Go-Live

9

Post Go-Live

10

Invoicing

11

Reporting for Professional Services

12

Next Steps for your Business

Course progress

Course Navigation

What our fans say

Link Academy has been a great resource in helping me learn more about unleashed software. I can watch it in my own time, learn how to run specific reports, or how to work consignment stock, and then go and apply it to our own situation straight away.
Renee Smith - Rugged Valley
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