WorkflowMax cloud project management software course
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
Requirements
- None
Description
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;
Who this course is for:
- Anyone who is working with project management
- Would like to work in project management
- Bookkeeper or accountant
Course content
- 00:08Instruction how to download
Instructor
![Maria S.](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.2 Instructor Rating
- 156 Reviews
- 812 Students
- 6 Courses
Hello!
I am Maria and am truly passionate about teaching bookkeeping and have designed the courses to teach you the systems, like Xero, WorkflowMax, Quickbooks, or Wave accounting.
I am working in accounting and finance for over 18 years now in the private and public sectors. I believe I found that one thing - share what I have learned so far through online courses.
I feel grateful to my students for their kind reviews, truly blessed to be able to share my knowledge with others.
Some testimonials:
"I want to learn more with them and I recommend this training to anyone wants to learn more about Bookkeeping and it was a great course for me and I enjoyed it very much."
Eleodor S.
"Now I have passed my level 2 AAT course and got my xero training with great trainer. I am ready for my new career. Would train another course with them."
Nikki P.
"I have achieved a great experience."
Thank you Maria for this opportunity!
Natalia I.
My Credentials:
Xero Advisor and Xero bronze partner.
Advanced Certification in Quickbooks, Xero, Sage, and KashFlow
Association of Chartered Certified Accountants - member (UK)
Masters in Finance and Accounting, University of Westminster, UK, grade - 2.1, thesis "Signaling approach to predicting banking crisis"
Masters Business Administration, University of Lincoln, UK, grade - distinction. Thesis: "Evaluation of intangible assets, new approach"