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Tip of the week: Using Custom Job Numbers in WorkflowMax

Do you have unique Job Numbering Requirements in your business? Did you know that you can tailor WorkflowMax to work for you, by utilising Custom Job Number Sequences?

Custom Job Numbers in WorkflowMax 

 

Thankfully, WorkflowMax has you cover with the ability to change numbering sequences or choose to manually enter job numbers.

Most businesses need the ability to tailor job numbers to their individual businesses requirements.

Thankfully, WorkflowMax has you covered with the ability to change numbering sequences, or choose to manually enter job numbers.

I have included a video for you here to show you how to do the following:

The 1-minute video below demonstrates how you can:

  • Change Job, Quote, Invoice and Purchase Order number sequences

  • Manually enter job numbers

  • Manage your number sequence when importing

     

 

If you choose to manually allocate numbers to new jobs, it is important to remember that you'll have to enter a new number each time you start a job.

Do you have any other tips you would like to share?

Let me know in the comments below and it could feature as a future tip of the week.

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Andrew Solley
Andrew Solley is the Marketing Coordinator for WorkflowMax. Having worked as an Account Manager for WorkflowMax previously, he has a good understanding of the product and our customers. Growing up with several family members running their own project based businesses, it was only natural for Andrew to be involved in Project Management.

Andrew Solley

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