Use WorkflowMAX

Dashboard

• My Dashboard
• About the Dashboard My Calendar widget

Clients

• About clients

• Client Manager
• Client Types
• Contacts
• Referral source

Costs

• About the AI receipt scanner
• About costs
• Add or edit a cost in the cost admin database
• Delete a cost

Data

• About data

• Archiving
• Exporting data
• Global search
• Importing data

Email

• Customisable email templates and file names
• About email and WorkflowMAX
• Edit your email signature
• How to whitelist an email address
• Prevent your emails going to spam/junk folders
• Use external mail client as default email client

• Collaboration manager

Invoices

• About Invoice Options
• About invoices
• Account for non-billable time
• Progressive invoicing

• Create an invoice
• Edit an invoice
• Adjust an invoice
• Approve, cancel or delete an invoice
• Invoice manager

Jobs

• Capacity Planning
• About jobs

• Create or edit jobs
• Job manager
• Job settings
• Job staffing
• Manage job schedules

Leads

• About leads

• Lead activities
• Lead manager

Mobile

• About mobile

Purchase orders

• Multi-currency for purchase orders
• About purchase orders
• About purchase order statuses
• Create a purchase order from a job

• Purchase order manager

Quotes and estimates

• How to reduce your scope through a quote variation
• Online quote acceptance - eQuote
• Manage Quote Variations (Standard and Premium Plans)
• Quote Variations
• About Quote Variations
• About quotes and estimates

• Quote manager

Reports

• KPI Dashboard
• Report Types
• Edit a custom report
• About scheduled reports
• Custom report troubleshooting
• About the job financial summary report

• Standard and built-in reports

Staff

• About roles
• About staff
• Add or edit a staff member
• Allocate staff to a task
• Delete staff users
• Privileges and permissions

• Roles
• Teams

Suppliers

• About suppliers
• Search for a supplier

• Supplier manager

Tasks

• About tasks
• Create a task
• Delete a task
• Edit a task

Time

• Leave Management (Time Off)
• About time

• Quick time entry
• Timesheets

Work in progress (WIP) manager

• Manage WIP on a job with the Advanced WIP tab
• About Work In Progress (WIP) manager
• Create invoices in WIP manager
• Remove jobs from WIP manager

Xero interface

• About the Xero interface
• Troubleshoot the Xero interface
• Xero GL account codes and tracking categories

• Accounting interface for costs
• Accounting interface for tasks

Your account

• About your account
• Account owner
• Privacy at WorkflowMAX

• Portal
• Billing manager
• User profile settings

Your login

• About your login
• Browser support
• Change your email address
• Change your MFA settings
• Change your password
• MFA setup and use for WorkflowMAX