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 5: Costs

Costs are the disbursements that you often need to include in your jobs, and possibly on-charge to your clients. Regularly used cost items can be set up in the WorkflowMax Cost Admin database to allow you to quickly include standard costs for travel, materials, sub-contractors or other disbursements in any job.

For flexibility, you can also add cost items directly to a job without storing them in the Cost Admin database, if you want.


What's next?

Practise entering costs for one of your current jobs – directly into the job itself as well as into the Cost admin database. Experiment with the options discussed in the video, especially:

  • adding a cost (that is not in the Cost Admin database) to a job
  • going to Business > Settings > Costs to view costs that have been set up in the Cost Admin database. Take a note of the Description of a cost item, then type that description into the Description field as you add a cost to a job.