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 3: Job Manager

The job manager screen allows you to create, edit and monitor progress as work proceeds on each job.


What's next?

Practise setting up a job based on a quote. Experiment with the options discussed in the video, especially:

  • calculated price or fixed price mode
  • adding multiple tasks or costs
  • adding milestones and to-do items.