Free Self-paced Online Training Courses

Take your WorkflowMax skills to the next level - register your place now on our free courses.

These courses are hosted in our Skilljar learning management system. Before you can register on a course, you need to provide your name and an email address to create a Skilljar account. Once you have created an account, you can register on any of the courses.

Course Title This course covers how to...
Set up WorkflowMax for your free trial ...complete the basic setup of your WorkflowMax account, required before you begin your free trial.

WorkflowMax self-implementation course

...complete the full planning and setup of your WorkflowMax account. Find out more about our three recommended implementation options.

WorkflowMax user course ...use WorkflowMax depending on your user role.
WorkflowMax reporting course ...use the built-in, standard and custom reporting features in WorkflowMax.
Developing custom print templates ...create, modify and use custom print templates for your quotes, invoices and more.
Invoicing and financial ...use fixed-price and time-based billing and manage your billing rates in WorkflowMax.

Related Topics Link IconRelated Topics