WorkflowMax Quick-start Guide

Getting started with WorkflowMax

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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.

Job manager

Tasks