More than a project software
WorkflowMax allows seamlessly integrate with one of the most popular accounting software in a world- Xero! It proves to be a top notch tool for planning and project management of any event! It allows to detail the tasks, simplifies staff members entering the time, minimises clutter and passes on the quotes directly to the accounting software!
Accountants love this software, and so the course you to ensure you get the best knowledge to gain a competitive advantage and help your clients better!
Alternatively, if you are running the company and need a software to track, it is a perfect tool for you too.
Send Quotes, Estimates or Invoices in a minutes!
System allows to have a step by step process, with multiple draft, won/lost, leads, send deposit or final invoice function and much more!
Never worry about lost paper time sheets for the project!
When you have a few people working on a project, it can be a problem to track how many hours worked, per which project, task, who worked, at what rate ... no worries - Workflowmax has it all covered!
Software marriage made in heaven!
Accountants and bookkeepers love to use both of the programmes. It is simple, integrates incredibly well.
But the best part is that in this course, I will show you how you can streamline your business to make it more efficient!
Example Curriculum
- Navigation Panel (3:14)
- Business Settings (10:45)
- How to add client contact and types (6:08)
- Team (5:53)
- Jobs and settings (8:37)
- Leads settings (2:55)
- How to set up a new lead (9:55)
- Organisation Settings - Features (9:45)
- Setting up a quote (10:08)
- Setting up an estimate (7:12)
- How to move Quote to Job (8:52)
- Time sheets and how to enter time (2:38)
- How to add a supplier (2:25)
- Purchase Orders (4:10)
- How to issue an invoice (8:16)
- How to edit costs (2:38)
- How to add tasks (5:52)
- How to run financial reports (4:11)