WorkflowMax Quick-start Guide

Getting started with WorkflowMax

For the best experience, we recommend viewing this guide on one browser and having WorkflowMax open on another to view videos while completing activities in WorkflowMax.

7 Quick Steps To Maximise Your Project Profitablity

Step 1: Adding a client

Clients are the organisations (or individuals) that you work on jobs for. If you have trial data loaded, your own organisation is set up as the client for your sample job.


What's next?

Log in to your WorkflowMax account and practise setting up a client. Experiment with the options discussed in the video, especially:

  • adding contact details
  • setting up the client address and additional contacts.