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WorkflowMax Training

Online Live

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


Group training is available both at your premises and online live via zoom.

What our clients say

WorkflowMax Training

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

Course Details

Live online |Classroom | Onsite |1 to 1

10:00am – 5:00pm (Weekdays and Weekend)

6:30 pm – 9:30pm (evening)

£750 (Online Live Via Zoom)

£850 (Classroom)

5 hours approx

Tuesday – Saturday Every week

After The Course?

Each Participant Will Receive:

Certificate Of Completion

Comprehensive Training Manuals

One Month Of Free Email Support

Want to know more about our WorkflowMax Training?

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