Setting up WorkflowMax for Your Free Trial
To get the most out of your free trial evaluation of WorkflowMax we recommend that you make full use of the sample data already loaded into your account.
But before you start your evaluation, you'll need to review and possibly change some important configuration values.
Check and set up two key . This will also allow you to see the range of settings you can use to tailor WorkflowMax to suit your business.
As a member it's essential that you set up your own and . This will ensure realistic job costing, billing and reporting during your free trial.
In WorkflowMax, are the activities that your staff complete as they work on your jobs. So you'll need to set the and to ensure realistic job costing, billing and reporting during your free trial. Some sample tasks are already set up for you, as you'll need them for your jobs, job templates, quotes or estimates.
You need a for your first job in WorkflowMax. If you're using the sample data provided with your free trial, your own organisation is already set up as a client. However, it's more realistic to set up one or more additional clients before you create your first job.
There are some additional, optional setup steps, that you can complete if you are using , or need to work with or .