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Lesson 1: Get to know WorkflowMax

Lesson 1: Get to know WorkflowMax

Discover how the powerful and flexible features of WorkflowMax can benefit you and your clients.

Lesson 2: Learn who uses WorkflowMax

Lesson 2: Learn who uses WorkflowMax

Discover why WorkflowMax suits clients across a wide range of industries and why it may not be the best choice for some clients.

Lesson 3: Determine your client's requirements

Lesson 3: Determine your client's requirements

Learn about the key questions you need to ask to discover your client’s business requirements and how WorkflowMax can help them address common pain points.

Lesson 4: Setup considerations

Lesson 4: Setup considerations

Learn which version of WorkflowMax will suit your client best and the options for getting everything set up.

Lesson 5: Customise and extend WorkflowMax

Lesson 5: Customise and extend WorkflowMax

Learn how our range of custom features and integrations can make WorkflowMax even more useful for your clients.

Lesson 6: Produce standard and custom reports

Lesson 6: Produce standard and custom reports

Discover the business insights available from the full range of standard WorkflowMax reports and how the report builder lets you extend those insights.

Lesson 7: Get your client started with WorkflowMax

Lesson 7: Get your client started with WorkflowMax

Find out more about the available WorkflowMax pricing plans and the steps required to get your client started with a WorkflowMax account.

Set up your WorkflowMax account

Set up your WorkflowMax account

Part one of the Getting Started Series

Maximising using WorkflowMax

Maximising using WorkflowMax

Part two of the Getting Started series

Invoicing and Financial

Invoicing and Financial

Whether you are time based billing or fixed prices, this course takes you through everything you need to know.

Developing Custom Print Templates

Developing Custom Print Templates

Learn how to create and use custom print templates in WorkflowMax.