Video Library
WorkflowMax documentation and training material is also available in video format.
For further details, browse any of the following areas.
Typical job workflow and reporting
See the steps you need to take to produce the Job financial summary report - a powerful standard report that lets you track your income, expenditure, profit – and more – on each job.
Introducing WorkflowMax: Features and job flow (7 min 52 sec.)
Understanding financial options for invoicing (1 min 39 sec.)
Invoice Manager (2 min 05 sec.)
Deposit invoices
Deposit invoice based on quote (1 min 09 sec.)
Deposit invoice with no quote (54 sec.)
Progress invoices
Progress invoice based on quote (2 min 14 sec.)
Progress invoice for actual time and costs (1 min 56 sec.)
Final invoices
Final invoice based on quote (41 sec.)
Final invoice for actual time and costs (1 min 01 sec.)
Payments
Managing payments to invoices (1 min 14 sec.)
Extended billing features
Writing invoices up or down (2 min 09 sec.)
Editing, deleting invoices and creating credit notes (2 min 20 sec.)
Invoicing more than one job at a time (1 min 17 sec.)
Multiple billing rates for staff (1 min 10 sec.)
Using the job manager (3 min 17 sec.)
How to add a job (3 min 41 sec.)
Scheduling your jobs, tasks and milestones (3 min 35 sec.)
Tasks and milestones
Adding and managing tasks on jobs (4 min 04 sec.)
Managing milestones (1 min 52 sec.)
Time and costs
Allocating time from within a job (1 min 44 sec.)
Adding costs to a job (1 min 56 sec.)
Extended job features
Managing job categories (44 sec.)
Managing job states (1 min 55 sec.)
Managing job templates (1 min 46 sec.)
Notifications
Adding notifications to job states (52 sec.)
Recurring jobs
Reporting in WorkflowMax (28 min 12sec.)
Register on the free, self-paced reporting course to explore the content of the above video in more detail.
Job profitability reporting (2 min 42 sec.)
Business videos
Learn about how WorkflowMax can help your specific business type and get some budgeting and invoicing tips for small businesses.