Free on-demand masterclasses

Join our support team experts for a free masterclass that will give you in-depth insights into key areas of WorkflowMax.

Masterclasses

Tips and tricks for tracking time (25:10)

Using the WIP functionalilty (27:05)

Turn more prospects into customers (1:01:17)

Tips and tricks for invoicing your quotes (1:11:13)

How to manage variations (1:02:50)

How to make quotes work harder (1:15:55)

Folders on quotes, jobs and invoices (49:10)

Become an advisor

If you're interested in becoming a WorkflowMax Advisor, you can watch these on-demand webinars at any time to learn more about WorkflowMax from expert presenters.

How to become a WorkflowMax Advisor. Passcode: Q*Dg@5sQ

Although these webinars were intended for more advanced users, they provide useful insights into using WorkflowMax at all levels.

• Will McTavish on business analysis

  Will McTavish (Link Solutions):

  presentation (28 min)

  Q&A session (18 min)

• Nicole Elvy on setting up WorkflowMax

  Nicole Elvy (Equation):

  presentation (49 min)

  Q&A session (12 min)

• David Jackson on personalisation and integration

  David Jackson (Ripped Orange):

  presentation (23 min)

  Q&A session (12 min 30 sec.)

• Heidi Seal on project management

  Heidi Seal (Business Sense Consulting):

  presentation (44 min 27 sec.)

  Q&A session (9 min 30 sec.)

• Nick Sanderson on advanced job functionality

  Nick Sanderson (Thunder Cloud):

  presentation (40 min 21 sec.)

  Q&A session (22 min 37 sec.)

• Glennis Stuckey on Work in Progress (WIP) and reporting

  Glennis Stuckey (Katalyst):

  presentation (52 min 18 sec.)

  Q&A session (19 min 26 sec.)

More to explore...

• Free live webinars