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With our community of partners, you can get expert advice and training so you can be up and running in no time!

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Live webinars

Join us on our popular live WorkflowMax demonstration or check out some of the other content to help you thrive with WorkflowMax.

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All webinars
Track time effectively for a better picture of your productivity
Track time effectively for a better picture of your productivity

When you run a service based business, time is money. So you want to be sure to capture all time spent on projects, bill it accurately and be confident in your profitability. With WorkflowMax, there are many ways to enter time, ranging from an individual job basis to a weekly timesheet.

Understand the work in progress (WIP) feature to see your financial position
Understand the work in progress (WIP) feature to see your financial position

Want to maximise your profit? Understanding your work in progress (WIP) is vital for a real-time view of each job’s financial position. In this webinar, we’ll show you how to manage your WIP, understand your estimated billings and get a holistic view of time entered against each job.

How to make your quotes work harder
How to make your quotes work harder

In this webinar, we’ll show you things you might not know about the WorkflowMax quote feature. Tap into it’s full functionality to save even more time. Make your quotes look very professional and accurately estimate your profit. From grouping tasks and costs together in folders to getting the most out of customisable quote templates, we’ll cover it all for you.

Tips and tricks for invoicing your quotes with ease
Tips and tricks for invoicing your quotes with ease

With WorkflowMax, you’ve got four different ways to invoice: actual time and costs, estimated or quoted time and costs, percentage of quoted value, and progress amount. We’ll talk through the benefits of each when invoicing for your quoted work and how they can lead to you getting paid faster.

How to manage variations in WorkflowMax
How to manage variations in WorkflowMax

Do your clients regularly change the scope or add to jobs that you have quoted for once they are in progress? In this session we will look at the options for dealing with variations within WorkflowMax and discuss the benefits of each, while showing you some tips along the way.

Turn more prospects into sales with lead manager
Turn more prospects into sales with lead manager

If you’re in sales, this webinar is for you! Find out how WorkflowMax lead manager can help you track every step of your leads, proposals and sales pipeline from one place. We’ll cover how to forecast conversion likelihood, how to save time with templates and how easy it is to turn prospects into projects with just a few clicks.

Learn more about the implementation options for WorkflowMax
Learn more about the implementation options for WorkflowMax

In this webinar, you will learn more about the different options available to implement WorkflowMax. Sometimes it's hard to figure out which option best suits your business, so our Customer Success team is here to help!

Check out WorkflowMax in your own time
Check out WorkflowMax in your own time

If you can't make a live webinar, we've created an on demand version so you can learn about the power of WorkflowMax in your own time. We look at core features of the product including lead management, quoting, job management and time sheeting, invoicing, and reporting to show you how it all works.

Profitability Reporting in WorkflowMax
Profitability Reporting in WorkflowMax

In this on demand webinar we'll show you how one of the most loved features in WorkflowMax "Profitability Reporting" can help you to identify job performance issues early on, how you can easily see under-quoted jobs, and put in place actions to prevent mistakes to drive your business forward.

How to run a virtual event or meeting
How to run a virtual event or meeting

In this on demand webinar we'll show you the best ways to plan, organise and execute a sell-out virtual event and how to prepare for success. Learn how to choose the right format and tools to engage your audience and keep them coming back for more.

Connect and communicate virtually with customers
Connect and communicate virtually with customers

In this on demand webinar, you'll learn how to make genuine online connections with your customers. We'll explore how to identify common customer problems and give you some tips on how be authentic online to build long lasting business relationships.

Create positive wellbeing habits that last
Create positive wellbeing habits that last

In this session you'll meet Hayley, one of Xero's key education specialists. She'll share some tips and tricks about how to build a stronger, more resilient and calmer mind to improve your personal and professional wellbeing.

Tips to manage stress and build resilience
Tips to manage stress and build resilience

This is a great webinar by a leading lifestyle coach and nutritionist, Bronwyn Hudson from Fuel Your Family. Listen to her expert advice and knowledge which reveals more about the science of stress and how our body responds to it - there'll be some great tips for you to consider for your own wellbeing.

The secret to building positive workplaces
The secret to building positive workplaces

In this on demand webinar you'll hear about Xero's wellbeing story from our Chief Marketing Officer, Rachael Powell, including a step-by-step walkthrough of our very own wellbeing model EBITDA. Come away with some ideas of how you can build a strong culture, purpose and commitment in your own business.

Take your business online, fast
Take your business online, fast

In this session, you'll hear from Carmen Angerer (Digital Performance Lead at Xero) and Samantha Winnicki (Head of Strategy at Digital 360). They discuss the tips and tricks to take your small business online, fast and get real results.

Website best practices for SMBs
Website best practices for SMBs

In this session you'll find out how to make your website experience second to none and grow your small business. We'll show you ‘how to’ improve your website usability and create great content to drive more qualified traffic to generate more sales and profit. 

How to market your business online
How to market your business online

In this on demand webinar, Xero's digital lead Carmen will share some insights into how to use digital marketing platforms, channels and tactics  to market your small business online. You'll come away from this session with some excellent ideas to implement in your team.

Social media marketing for your business
Social media marketing for your business

This is a not to be missed on demand webinar that covers everything you need to know about maximising social media channels to grow your online presence, showcase your brand and business to the world and how to build a strong community and following.

Product walkthroughs
Check out WorkflowMax in your own time
Check out WorkflowMax in your own time

If you can't make a live webinar, we've created an on demand version so you can learn about the power of WorkflowMax in your own time. We look at core features of the product including lead management, quoting, job management and time sheeting, invoicing, and reporting to show you how it all works.

Implementation options
Learn more about the implementation options for WorkflowMax
Learn more about the implementation options for WorkflowMax

In this webinar, you will learn more about the different options available to implement WorkflowMax. Sometimes it's hard to figure out which option best suits your business, so our Customer Success team is here to help!

Max mastery mini series
Track time effectively for a better picture of your productivity
Track time effectively for a better picture of your productivity

When you run a service based business, time is money. So you want to be sure to capture all time spent on projects, bill it accurately and be confident in your profitability. With WorkflowMax, there are many ways to enter time, ranging from an individual job basis to a weekly timesheet.

Understand the work in progress (WIP) feature to see your financial position
Understand the work in progress (WIP) feature to see your financial position

Want to maximise your profit? Understanding your work in progress (WIP) is vital for a real-time view of each job’s financial position. In this webinar, we’ll show you how to manage your WIP, understand your estimated billings and get a holistic view of time entered against each job.

How to make your quotes work harder
How to make your quotes work harder

In this webinar, we’ll show you things you might not know about the WorkflowMax quote feature. Tap into it’s full functionality to save even more time. Make your quotes look very professional and accurately estimate your profit. From grouping tasks and costs together in folders to getting the most out of customisable quote templates, we’ll cover it all for you.

Tips and tricks for invoicing your quotes with ease
Tips and tricks for invoicing your quotes with ease

With WorkflowMax, you’ve got four different ways to invoice: actual time and costs, estimated or quoted time and costs, percentage of quoted value, and progress amount. We’ll talk through the benefits of each when invoicing for your quoted work and how they can lead to you getting paid faster.

How to manage variations in WorkflowMax
How to manage variations in WorkflowMax

Do your clients regularly change the scope or add to jobs that you have quoted for once they are in progress? In this session we will look at the options for dealing with variations within WorkflowMax and discuss the benefits of each, while showing you some tips along the way.

Turn more prospects into sales with lead manager
Turn more prospects into sales with lead manager

If you’re in sales, this webinar is for you! Find out how WorkflowMax lead manager can help you track every step of your leads, proposals and sales pipeline from one place. We’ll cover how to forecast conversion likelihood, how to save time with templates and how easy it is to turn prospects into projects with just a few clicks.

Master classes
Profitability Reporting in WorkflowMax
Profitability Reporting in WorkflowMax

In this on demand webinar we'll show you how one of the most loved features in WorkflowMax "Profitability Reporting" can help you to identify job performance issues early on, how you can easily see under-quoted jobs, and put in place actions to prevent mistakes to drive your business forward.

Business and wellbeing support
How to run a virtual event or meeting
How to run a virtual event or meeting

In this on demand webinar we'll show you the best ways to plan, organise and execute a sell-out virtual event and how to prepare for success. Learn how to choose the right format and tools to engage your audience and keep them coming back for more.

Connect and communicate virtually with customers
Connect and communicate virtually with customers

In this on demand webinar, you'll learn how to make genuine online connections with your customers. We'll explore how to identify common customer problems and give you some tips on how be authentic online to build long lasting business relationships.

Create positive wellbeing habits that last
Create positive wellbeing habits that last

In this session you'll meet Hayley, one of Xero's key education specialists. She'll share some tips and tricks about how to build a stronger, more resilient and calmer mind to improve your personal and professional wellbeing.

Tips to manage stress and build resilience
Tips to manage stress and build resilience

This is a great webinar by a leading lifestyle coach and nutritionist, Bronwyn Hudson from Fuel Your Family. Listen to her expert advice and knowledge which reveals more about the science of stress and how our body responds to it - there'll be some great tips for you to consider for your own wellbeing.

The secret to building positive workplaces
The secret to building positive workplaces

In this on demand webinar you'll hear about Xero's wellbeing story from our Chief Marketing Officer, Rachael Powell, including a step-by-step walkthrough of our very own wellbeing model EBITDA. Come away with some ideas of how you can build a strong culture, purpose and commitment in your own business.

Digital marketing support
Take your business online, fast
Take your business online, fast

In this session, you'll hear from Carmen Angerer (Digital Performance Lead at Xero) and Samantha Winnicki (Head of Strategy at Digital 360). They discuss the tips and tricks to take your small business online, fast and get real results.

Website best practices for SMBs
Website best practices for SMBs

In this session you'll find out how to make your website experience second to none and grow your small business. We'll show you ‘how to’ improve your website usability and create great content to drive more qualified traffic to generate more sales and profit. 

How to market your business online
How to market your business online

In this on demand webinar, Xero's digital lead Carmen will share some insights into how to use digital marketing platforms, channels and tactics  to market your small business online. You'll come away from this session with some excellent ideas to implement in your team.

Social media marketing for your business
Social media marketing for your business

This is a not to be missed on demand webinar that covers everything you need to know about maximising social media channels to grow your online presence, showcase your brand and business to the world and how to build a strong community and following.

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