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WorkflowMax User Course
All Staff Using WorkflowMax
How to Login to WorkflowMax (4:02)
Navigation Overview (6:18)
How to find your jobs in WorkflowMax (6:32)
How to find information in a job (14:36)
How to add notes and documents to a job (6:46)
How to do timesheets (8:34)
How to add costs against a job (5:54)
Sales Staff
How to add a lead (8:00)
Adding notes and activities to a lead (6:19)
How to create and send a quote (11:33)
How to accept a quote (7:37)
How to add/edit a client (10:44)
Purchasing/Procurement
How to add/edit a supplier (5:13)
How to create and send a purchase order (9:59)
How to receipt a purchase order (8:27)
Project Managers
How to assign staff to a job (6:04)
Updating job states (3:00)
Job and Staff Scheduling (6:46)
How to assign parts of a budget to specific staff (7:45)
How to move timesheet (4:03)
Accounts Team
Actual Time & Cost Invoice (5:28)
Quoted or Estimated Time & Cost Invoicing (5:15)
Percentage Progress Invoice Method (4:54)
Fixed Value/Deposit Progress Invoice Method (4:01)
Understanding the Xero Integration (17:15)
WorkflowMax Administrator
How to create job templates (11:19)
Adding and Removing Staff (6:58)
Overview of Reporting (19:03)
Editing Document Designs in WorkflowMax
Using the Report Builder (6:19)
Percentage Progress Invoice Method
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