WorkflowMax cloud project management software course

Learn from zero to hero project management

WorkflowMax

What you’ll learn

  • You will learn how to manage the project on workflowmax.
  • You will learn how to send leads, quotes, invoices.
  • You will learn how to understand the profitability better while managing a project.

Course Content

  • Introduction –> 18 lectures • 1hr 56min.

WorkflowMax cloud project management software course

Requirements

  • None.

WorkflowMax

Online project management made easy.

Run your jobs remotely with WorkflowMax cloud project management software. Do it all in one place, from anywhere – quoting, scheduling, time tracking, invoicing, and reporting. Enjoy greater visibility over your people and your profit.

Upon completion of the course, you will become confident in using WorkflowMax for the projects.

Here are the topics covered:

  • Overview of navigation and explanation of how to use and where to find elements;
  • General settings with explanation what each section means, later we go through more in details through each of those;
  • Contact and how to add the types of contacts;
  • How to set up a team and allocate billable/base rates, as well as access of the users to the WorkflowMax setup;
  • We try adding the job categories and I will go through job settings. I will also show you how to make job status for each project. Other helpful tools are job template (essential for regular projects), milestones set up, and tasks for the streamlined process;
  • You will learn step by step how to set up prospective client, add a lead;
  • We cover custom fields and many more additional features;
  • Integration with Xero is covered in a lecture on featured;
  • Learning how to add a new quote from zero to hero;
  • What if you need just an estimate and not a quote, we go through the process for estimates;