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.|
WorkflowMax Advisors are typically accountants or bookkeepers who want to be able to advise their clients on the best business software products to use.
|Advisor certification||...advise your clients on the suitability of WorkflowMax for their business.|