Getting Started

To get the most out of WorkflowMax for managing your business, we strongly recommend that you read this topic (and at least browse the linked topics listed below) before you start setting up or using the software.

Your free trial

Most WorkflowMax users start off with a free trial - a great way to evaluate the product. For tips on how to speed up and simplify your evaluation, start by reading about Your free trial.

Typical job flow

Learn about how the features of WorkflowMax support the typical job flow - from creating quotes through to jobs, invoices and reporting.

Setting up WorkflowMax

Although WorkflowMax can be used with almost no initial setup or configuration, we recommend that you learn how WorkflowMax can be tailored to best suit your needs by looking at the section on Setting up WorkflowMax.

Learning how to use WorkflowMax

Explore the free training courses, webinars and other resources that are available to help you with learning how to use WorkflowMax.

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