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

View setup partners

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

View setup partners

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ONBOARDING

Implementation options to suit everyone

WorkflowMax has a range of options to help you get set up. From guided implementation or self-paced learning to a bespoke setup, harness the power of the software in your business today!

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Choose from these options
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Premium implementation

Full service bespoke implementation delivered by an expert partner

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Guided implementation

Self-paced implementation course + 5 x 1 hour check-ins by an expert partner

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Self-paced implementation

Self-paced online implementation course with access to customer support

Not sure which option to choose?
Watch this video to understand all aspects of an implementation and what is included in each option.
You can also use our implementation decider tool to help uncover which option is best for you.
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Option 1 - Premium implementation
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We have a global network of implementation partners who are highly experienced experts. They can offer full bespoke options for you, including:

  • In depth scoping of your needs. Reviewing your current processes and advising on new processes 
  • Importing data from a previous system and setup / configuration into WorkflowMax
  • Creating customised quote, invoice and report templates 
  • Training your team on how to use the system
  • Importing legacy data from your previous system
  • Set up and configuration of settings, workflows and template data
  • Creating customised quote, purchase order and invoice print templates

We recommend a premium implementation if:

  • You have a short timeline to move to WorkflowMax and a lot of legacy data to bring across into the new system
  • You have complex business processes and want to customise features
  • You need to integrate with our add-ons or API
  • You don't have the resource or experience to set up the software and a need to get everything working properly from day one

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Get started with a bespoke setup with an expert

Enter your details and we'll send you information on how to find the right partner. The cost of a premium implementation will vary depending on the extent of your needs. We recommend contacting several partners to get a quote for the work.


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Option 2 - Guided implementation
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This guided implementation option gives you the best of both worlds. Do the self-paced implementation course and get at least 5 hours of one-to-one consulting through our partner network. Includes:

  • Six hours of video tutorials through our self-paced implementation course with practical exercises and a workbook 
  • Five hours of one-to-one consulting with an expert implementation partner 
  • Support and guidance to make sure your WorkflowMax setup and configuration is optimal

The guided implementation option will suit you if:

  • You have time to go through the course because your go-live date is at least four weeks away and you have experience setting up software 
  • You’re unsure how your processes will fit with WorkflowMax and you’d like confirmation from an expert
  • You want someone to bounce ideas off or confirm you are setting things up in the best possible way
  • You'd like guidance or advice whilst going through the onboarding process

 

 

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Get started with a guided setup with an expert

Enter your details and we'll send you information on how to find the right partner as well as a link to the self-paced implementation course. This option costs less than a premium implementation but provides expert support through the course. We recommend contacting several partners to get a quote for the work.


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Option 3 - Self-paced implementation course
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This option is a self-paced implementation course that you can access online anytime and it’s free for now. The course is made up of:

  • Six hours of instructional video tutorials with practice exercises for each module, a workbook to follow, and free templates to download
  • Unlimited access to the course so you can always go back and revisit things
  • Role-specific staff training modules

This course is best suited to you if:

  • You have the time to set yourself up – there are six hours of video tutorials and you can expect to put another 16 - 24 hours into the project for gathering information and inputting data into WorkflowMax 
  • You aren’t time sensitive and your go-live date is at least four weeks away
  • You and your team are methodical and ideally have job management software setup experience
  • You have simple business processes, a small number of active jobs, and a simple data transfer to import those jobs into WorkflowMax

 

 

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Get started with the self-paced implementation course

Enter your details and we'll send you a link to the course. The cost for the course is valued at $750 but is currently being offered for free. We just ask that you complete a feedback questionnaire when you’ve completed it.

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SUPPORT

Learn more using the online Support Centre

New to WorkflowMax? Take a few minutes to discover more about the product in the online support centre. We've got you covered with every detail about features, integrations and best practice setup.

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RESOURCES

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This is the home for all our customer and feature videos, guides, e-books and webinars. Everything you need to run the world’s best Project and job management software.

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BLOG

Understand the benefits of working with our experts

At WorkflowMax, we have a network of certified IT specialists around the world to help you design and execute bespoke implementations that will drive business results instantly.

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