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 2: Managing quotes

You don’t need to use quotes as the basis for your jobs, but if you do, they will help to speed up and simplify the work required.

 

What's next?

Practise setting up a quote for your sample client. Experiment with the options discussed in the video, especially:

  • calculated price or fixed price mode
  • adding multiple tasks or costs.

Quote manager

Leads