Take your WorkflowMax skills to the next level - register your place now on our free self-paced courses.
These courses are hosted in our Skilljar learning management system. Before you can register on a course, you need to provide your name and an email address to create a Skilljar account. Once you have created an account, you can register on any of the courses.
| Course Title | This course covers how to... |
|---|---|
| Set up WorkflowMax for your free trial | ...complete the basic setup of your WorkflowMax account, recommended before you begin your free trial. |
| WorkflowMax self-implementation course | ...complete the full planning and setup of your WorkflowMax account. Find out more about our three recommended implementation options. |
| WorkflowMax user course | ...use WorkflowMax depending on your user role. |
| WorkflowMax reporting course | ...use the built-in, standard and custom reporting features in WorkflowMax. |
| Developing custom print templates | ...create, modify and use custom print templates for your quotes, invoices and more. |
| Invoicing and financial | ...use fixed-price and time-based billing and manage your billing rates in WorkflowMax. |
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WorkflowMax Advisors are typically accountants or bookkeepers who want to be able to advise their clients on the best business software products to use. |
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| Advisor certification | ...advise your clients on the suitability of WorkflowMax for their business. |