WorkflowMax is highly configurable, so it can be set up to closely match your business needs for quoting, job management, invoicing - and much more.
However, it's likely that some of the default configuration settings may not suit your specific requirements. For this reason, we strongly recommend that you complete the following basic setup steps. This will give you the opportunity to review, and if necessary change, the system configuration settings.
Learn more about our online self-paced WorkflowMax self-implementation course.
Check and set up your basic
You need a
There are some additional, optional setup steps, that you can complete if you are using XeroPowerful cloud-based accounting software that is closely integrated with WorkflowMax for invoicing, payments and reporting., or need to work with