Get the most out of your WorkflowMax with the WorkflowMax Tune Up Course designed for existing users of WorkflowMax.
At the completion of this course the student will have:
- Identified the best processes for their business.
What do I need?
You’ll need an existing WorkflowMax account with administrator access to complete this course.
This course takes between 1 – 2 hours to complete and is best followed over the duration of 1 week.
What am I going to get from this course?
- Professional Services - Time and Cost Job with No Quote
- Professional Services - Fixed Price Job with Full Breakdown
- Professional Services - Fixed Price Job Using Single Line Item
- Professional Services - Invoice by % of Task Completion
- Professional Services - Invoice by % of Multiple Task Completion
- Professional Services - Reactive Support Jobs
- Professional Services - Recurring Support Jobs
- How to Roll out the Changes
- Base and Billable Rates
- Managing Disbursements and Staff Expenses
- Invoicing Using Staff Roles
- Staff Scheduling Tips
- Keep it Simple!
- Xero and WorkflowMax Integration Explained