Online live training via Zoom is available for participants from anywhere in the world.
Classroom training is available in London, Surrey & Berkshire every week.
Onsite training is available at your premises. We can travel anywhere in the UK
1 to 1
One-to-one training sessions are available with our certified Xero advisor
What our clients say
This course has been designed for anyone that uses WorkflowMax or those who wish to learn how to use the WorkFlowMax project management software.
This course covers everything you need to know to use WorkflowMax on a day-to-day basis and how to make updates and changes. The training ranges from the absolute basics such as entering jobs and timesheets, right into the more technical areas such as assigning staff capacity to job budgets.
Upon completion of the course, you will become confident in using WorkflowMax for the projects.
What’s Included in our WorkflowMax Training
- NSetting up WorkflowMax
- NAdding contacts
- NSetting up users
- NSetting up Leads
- NSetting up a Quote
- NSetting up an estimate
- NTimesheet settings and how to enter time
- NRecording purchase order and supplier
- NIssuing an invoice
- NEditing costs
- NAdding Tasks
- NFinancial reporting
Live online |Classroom | Onsite |1 to 1
10:00am – 5:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
After The Course?
Certificate Of Completion
Comprehensive Training Manuals
One Month Of Free Email Support
Want to know more about our WorkflowMax Training?
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Xero Basic Training
Xero Bespoke Training
In addition to our standard Xero training courses, we also offer Xero bespoke training. We can provide bespoke training using your own organization data or demo organization data and can be tailored to your specific needs & requirements.
Never Do It On Your Own Again
With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.