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Webinar Schedule
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Introduction to WorkflowMax
Duration approx 1 hour. FREE webinar.
Perfect for those who want to take look at WorkflowMax for the first time. You'll be taken on a tour of the best features and how they could benefit your business.
Take a look at the end to end flow from lead management, quoting, job creation, time sheeting and invoicing. Also see WorkflowMax in action integrating with leading accounting applications as part of a total business solution.
This is a popular FREE webinar, we run it weekly, to register click on the links to the right.
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Introduction to WorkflowMax
Tue 10am AEDT / 12pm NZ / 3pm PST (Mon)
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WorkflowMax Setup
Duration approx 1 hour. FREE webinar.
Our resident trainer here at WorkflowMax will take you through the essentials to get you up and running using WorkflowMax for your business. Topics covered include:
- Creating Tasks, Costs, Templates and Jobs
- Setting up Staff
- Creating/Importing Clients
- Creating your first Quote, Job and Invoice
- Integrating with your accounting solution
This FREE webinar runs weekly, to register click on the links to the right.
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WorkflowMax Setup
Wed 12pm AEST / 2pm NZ / 5pm PST (Tue)
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WorkflowMax Specifics
Duration approx 1 hour. FREE webinar.
Our resident trainer here at WorkflowMax will take you through WFM in detail:
- Jobs and Timesheets
- Quoting and Lead Manager
- Invoicing
The following FREE webinars run once a month.
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WorkflowMax Setup
Jobs and Timesheets Fri 10am AEST / 12pm NZ
Quoting and Leads Fri 10am AEST / 12pm NZ
Invoicing Fri 10am AEST / 12pm NZ
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WorkflowMax For Your Accounting Practice
Duration approx 1 hour. FREE webinar.
See the WorkflowMax Practice Manager in full flight. Take your practice into the cloud with a complete practice and tax management (NZ) solution. Topics covered include:
- Job Focused Workflow
- Value Based Billing
- Write Ons/Write Offs
- KPI Dashboard
- NZ Tax Return Management
This FREE webinar runs weekly, to register via the Xero website, click on the link to the right.
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WorkflowMax For Your Accounting Practice
Mon 10am AEST / 12pm NZ
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Partner Certification Training.
Two sessions of two hours. $380 (NZ dollars.) Training delivered online or on location.
The process of becoming a Certified Partner will enable you bring on new clients to WorkflowMax, and to offer your services to train your clients in using WorkflowMax for their business.
Gaining Partner Certification involves acquiring a level of proficiency in using WorkflowMax, you'll be given a chance to demonstrate your knowledge after completing the Certification Training.
Courses are run generally monthly or on a per application basis.
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Partner Certification Training
Monthly or on an application basis
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More training and tutorial resources
Video tutorials. FREE online tutorials
WorkflowMax offers an extentive collection of video tutorials. Access to all tutorials is available to our Free Trial account holders as well as our paying customers.
Tutorials are located within the WorkflowMax application itself, via the Help-Tutorials menu, they are not accessible from the WorkflowMax website.
Topics include:
- General overview
- Basics to get set up and using the essential functions of WorkflowMax
- More specific intermediate level training to get the most out of WorkflowMax for your business
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One-on-one training. Pricing from $80/hour
We provide one-on-one training online with our qualified trainers here at WorkflowMax.
We also recommend independant trainers in your area that can come out on site to work with you.
Contact us to arrange a time for a training session
Email support. FREE
If you have any questions please email contact us.
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