Quickstart Guide - Understanding the Basics

Posted by Genny Stevens on Dec 1, 2014 7:30:00 AM

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This video will give you an understanding of the structure of WorkflowMax, and the four basic functions needed to get started: adding staff, clients, jobs, and completing a timesheet.

From starting your WorkflowMax trial account to adding clients, staff, jobs, and tracking time - this video gives you a quick tour and a simple overview of how it all works in together.

For further details, watch the Important setup information - key financial settings tutorial or go to the Getting Started topic in the WorkflowMax Help centre.

Topics: Settings and account

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