How to manage variations in WorkflowMax
What to expect
Join Leigh MacLeod, WorkflowMax Global Head of Customer and Nadine Haines, Implementation Partner from Ripped Orange in the webinar about how to manage variations in WorkflowMax.
Do your clients regularly change the scope or add to jobs that you have quoted for once they are in progress? In this session we will look at the options for dealing with variations within WorkflowMax and discuss the benefits of each, while showing you some tips along the way.
Who’s this for: Sales teams. Business development managers, administrators and job managers
What’s covered:
- Creating simple variations within the same job
- How to use folders for a Variation
- Creating a separate variation job, and
- Connecting it to the main contract job using custom fields
- How to report on variations using the report
builder feature
The job data you need to capture (such as time and materials) and how to capture it
How to analyse job data so you can improve job costing for future jobs
