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 VideoCourse Content
Re-configuring your WorkflowMax
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Organisation Settings
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Explanation of Base and Billable Rates
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Updating your Tasks
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Updating your Disbursement Types
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Using Job States Effectively
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Job Categories and Profit Reporting
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Setting up Sub-Tasks
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Setting up Job Templates
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Updating Staff Rates
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Creating Custom Fields
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Document Management Integrations
- Organisation Settings
- Explanation of Base and Billable Rates
- Updating your Tasks
- Updating your Disbursement Types
- Using Job States Effectively
- Job Categories and Profit Reporting
- Setting up Sub-Tasks
- Setting up Job Templates
- Updating Staff Rates
- Creating Custom Fields
- Document Management Integrations
Updating your Clients and Contacts
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Introduction to Updating Clients and Contacts
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Syncing your Xero Contacts
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Updating Data from another app
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Updating Client and Contact Custom Fields
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Updating the WorkflowMax Client Import Template
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Removing Duplicates and Multi-line cells
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Testing your Client Update
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Updating your Client List in Groups of 500
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Removing Client Update Errors
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Updating Contacts for Clients
- Introduction to Updating Clients and Contacts
- Syncing your Xero Contacts
- Updating Data from another app
- Updating Client and Contact Custom Fields
- Updating the WorkflowMax Client Import Template
- Removing Duplicates and Multi-line cells
- Testing your Client Update
- Updating your Client List in Groups of 500
- Removing Client Update Errors
- Updating Contacts for Clients
