This session will show you how to get your WorkflowMAX account setup after you have completed the migration. We'll cover step-by-step the process of creating custom reports, custom templates and a deep dive on invoicing.

For beginners or trialists - we'll demo the product from end-to-end outlining key features and benefits that are much loved by professional service-based business customers that will really boost your business.

For beginners or trialists - we'll demo the product from end-to-end outlining key features and benefits that are much loved by construction and trades business customers that will really boost your business.

For beginners or trialists - we'll demo the product from end-to-end outlining key features and benefits that are much loved by customers that will really boost your business and your knowledge.

This session will show you how to get your WorkflowMAX account setup after you have completed the migration. We'll cover step-by-step the process of creating custom reports, custom templates and a deep dive on purchase orders.

For beginners or trialists in APAC- we'll demo the product focusing on the Job manager feature which is a much-loved area of platform and will really boost your business and your knowledge. 

For beginners or trialists in UK/EMEA- we'll demo the product focusing on the Job manager feature which is a much-loved area of platform and will really boost your business and your knowledge.

Watch now - for beginners or trialists, USA/CAN friendly times - we'll walk-through all the key settings and configuration that you need to think about to get WorkflowMAX up and running so you can see the power of the software instantly! Live Q&A at the end.

Watch and see how you can customise your WorkflowMAX account. From logos, to custom fields, and through to staff privileges, see how you can adapt your WorkflowMAX account to make it work for you.

Watch and see how you can customise your WorkflowMAX account. From logos, to custom fields, and through to staff privileges, see how you can adapt your WorkflowMAX account to make it work for you.

For our USA/CAN and APAC beginners or trialists - we'll walk-through the product focusing on all the key features that will really boost your business and your knowledge. From clients, quotes, time tracking, jobs, invoicing and more! Live Q&A at the end.

For our APAC customers - join us for a deep dive into the Xero integration hosted by Dan Roggenkamp, implementation partner from Set Up My System. Think settings, configuration, purchase order receipts, payment import, and tips on troubleshooting with a live Q&A at the end.

For our UK and EMEA customers - join us for a deep dive into the Xero integration hosted by implementation partners, Liz Tobin from GingerSnap and David Oliver from Valued Academy. Think settings, configuration, purchase order receipts, payment import, and tips on troubleshooting with a live Q&A at the end.

Dive into our invoicing session with Kirsten Barrie where we’ll walk through everything you need to know. From the different types of invoices you can create to how to raise them with ease. You'll also learn how to print and send invoices to clients, use the invoice manager to stay on top of your billing, and generate reports to keep track of what needs to be invoiced.

Join us to explore the ins and outs of setting up and using the optional leads module, creating and managing quotes, and leveraging phases to streamline your workflow. Hosted by Kirsten Barrie, Founder of Verte Consulting, this session is packed with valuable insights and practical tips.

Don't miss out on the special WorkflowMAX live product wrap event, now available on demand. Hosted by Galty, WorkflowMAX Head of Product and Vince, WorkflowMAX CEO this webinar covered the latest updates released in November, reflections on our journey so far, and provided an exciting preview of the 2025 roadmap. 

Watch the on-demand demo and discover the comprehensive power of WorkflowMAX. Presented by our expert team, this video showcases end-to-end functionality, intuitive design, and streamlined operations for partners.

Watch the on-demand migration masterclass and launch briefing session specifically aimed at partners and advisors to make sure you are equipped with all the knowledge and information to help your clients with a successful migration.