WorkFlowMax complete project management software course

Project management course from expert. Learn from zero to hero project management

4.44 (9 reviews)
Udemy
platform
English
language
Accounting & Bookkeeping
category
instructor
330
students
2 hours
content
Mar 2021
last update
$19.99
regular price

What you will learn

You will learn how to manage the project management on workflowmax

You will learn how to send leads, quotes, invoices and integrate to Xero

You will learn how to understand the profitability better while managing a project

You will learn business analysis for project management in workflowmax

Description

Do you need to track multiple projects, track costs and allocate tasks easily?

Do you need to send the sales invoices and purchases directly to your accounting software?

Then a project management online software  WorkFlowmax could be a solution for you!

No more double work to raise invoices on Xero. As it is directly integrated.

Track costs and profit per project at any stage. The financial summary shows in detail all that you need to know.

In this course, you will learn step by step a complete project management WorkFlowmax.


WorkflowMax

Online project management is made easy.

Run your jobs remotely with WorkflowMax cloud project management software. Do it all in one place, from anywhere – quoting, scheduling, time tracking, invoicing, and reporting. Enjoy greater visibility over your people and your profit.

Upon completion of the course, you will become confident in using WorkflowMax for the projects.

Here are the topics covered:

  • Overview of navigation and explanation of how to use and where to find elements;

  • General settings with explanation what each section means, later we go through more in details through each of those;

  • Contact and how to add the types of contacts;

  • How to set up a team and allocate billable/base rates, as well as access of the users to the WorkflowMax setup;

  • We try adding the job categories and I will go through job settings. I will also show you how to make job status for each project. Other helpful tools are job template (essential for regular projects), milestones set up, and tasks for the streamlined process;

  • You will learn step by step how to set up prospective client, add a lead;

  • We cover custom fields and many more additional features;

  • Integration with Xero is covered in a lecture on featured;

  • Learning how to add a new quote from zero to hero;

  • What if you need just an estimate and not a quote, we go through the process for estimates;


Screenshots

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Content

Introduction

Introduction - Navigation Panel
General Settings
General Settings - Quiz
How to add client contact and types
How to add client contact and types - Quiz
How to set up a team
How to set up a team - Quiz
Jobs and settings
Jobs and settings - Quiz
Leads settings
Leads settings - Quiz
How to set up a new lead
How to set up a new lead - Quiz
Organisation Settings - Features
Organisation Settings - Features - Quiz
Setting up a quote
Setting up a quote - Quiz
Setting up an estimate
Setting up an estimate - Quiz
How to move Quote to Job
How to move Quote to Job - Quiz
Time sheets and how to enter time
Time Sheets and how to enter time - Quiz
How to add a supplier
How to add a supplier - Quiz
Purchase Orders
Purchase Orders - Quiz
How to issue an invoice
How to issue an invoice - Quiz
How to edit costs
How to edit costs - Quiz
How to add tasks
How to add task - Quiz
How to run financial reports
How to run financial reports - Quiz

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3721660
udemy ID
12/22/2020
course created date
1/21/2021
course indexed date
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course submited by