- 1. Get started
Options for Implementing WorkflowMax
Two versions of WorkflowMax
What's in this course
Get the course guide
- 2. Prepare for implementation
Identify project roles and responsibilities
Prepare your account
Prepare your project plan
- 3. Implement WorkflowMax for your organisation
Import your clients and suppliers (optional)
Design your documents
Identify your job processes
Prepare for go-live
- 4. After go-live
Start using WorkflowMax
Get your process template
Next steps for your business
- Contact us
WorkflowMax Self-implementation Course
Avoid common setup issues
This course will help ensure that you avoid the common pitfalls when implementing WorkflowMax into your organisation. The course also ensures the implementation goes smoothly without disrupting your day-to-day operations and lets you benefit immediately from the capabilities of this powerful platform.
Let us guide you from start to finish
In this course, we guide you through every step of the setup process. We'll show you how to set up your account, select the right processes for your industry, design your documents, then help you load your current jobs with opening work in progress (WIP) balances. We'll also show you how to set up your Xero integration and explain how it works.
Accessing Your Data
When you register for a WorkflowMax course in the SkillJar Learning Management System, you need to provide your name and email address.
As you complete courses, we record various items that allow you to track your progress. These include details of your advancement through each course, scores in quizzes, dates of completion, and course certificates.
You can contact us at any time to:
- Request access to information that WorkflowMax has about you.
- Correct any information that WorkflowMax has about you.
- Delete information that WorkflowMax has about you.
If you have any questions about our collection and storage of data in SkillJar, please contact us at firstname.lastname@example.org.
As WorkflowMax is a Xero company, please go to the Xero Privacy notice for further details.×