WorkflowMax Project Management Online Course

Description

Welcome to WorkflowMax online project management course

I am Maria, creator, and teacher of the WorkflowMax online project management course, as well as Xero, QuickBooks Online, and Sage One online.

Why study WorkflowMax?

In my view, this is online project management made easy, and if you work with Xero or QuickBooks - it is such a time saver!

You will be able to run your jobs remotely with WorkflowMax cloud project management software.

Do it all in one place, from anywhere – quoting, scheduling, time tracking, invoicing, and reporting.

Enjoy greater visibility over your people and your profit.

Why study online?

Studying online at your own pace, whenever you are based, helps you to achieve your goals without extra stress or pressure. No matter if your goal is to find a new job as a bookkeeper, or starting own small (or big) bookkeeping business.

The course covers all essentials, based on my years of experience with WorkflowMax and in my view this is an ideal starting point for any bookkeeper at the beginning or advanced level to refresh the latest updates.

Upon completion of the course, you will become confident in using WorkflowMax for projects.

Chapters:

• Overview of navigation and explanation of how to use and where to find elements;

• General settings with an explanation of what each section means, later we go through more in detail through each of those;

• Contact and how to add the types of contacts;

• How to set up a team and allocate billable/base rates, as well as access of the users to the WorkflowMax setup;

• We try adding the job categories and I will go through the job settings. I will also show you how to make job status for each project. Other helpful tools are job templates (essential for regular projects), milestones set up, and tasks for the streamlined process;

• You will learn step by step how to set up prospective clients, add a lead;

• We cover custom fields and many more additional features;

• Integration with Xero is covered in a lecture on featured;

• Learning how to add a new quote from zero to hero;

• What if you need just an estimate and not a quote, we go through the process for estimates;

  
  

About WorkflowMax:

WorkflowMax is a cloud-based project management software designed for businesses in the creative, professional services, and construction industries. It is a tool that helps businesses to manage their projects, clients, and team members from start to finish.

The software provides a variety of features including:

• Job management: You can create jobs, set budgets, track time and expenses, and generate quotes and invoices.

• Lead management: You can manage your leads, track them through your sales process, and convert them into jobs.

• Time tracking: You can track your team's time on different tasks and projects, and generate timesheets and reports.

• Resource management: You can assign tasks to team members, set milestones, and manage deadlines.

• Financial management: You can generate financial reports, track revenues, and expenses, and manage payments and invoicing.

WorkflowMax is designed to streamline the project management process and help businesses increase productivity and profitability. It can also be integrated with other tools such as Xero, which is cloud-based accounting software, to help you manage your finances.

About me:

At present, I work as a Tax Specialist for an international British-Swiss commodity trading company.  For over 10 years I ran my accounting practice in  London, starting as a sole bookkeeper and qualifying as ACCA in the UK.

I have learned a lot throughout my career, so I have decided to share my knowledge through the bookkeeping online courses in Xero, Quickbooks, Sage, and WorkflowMax I have put together as online courses. I am a qualified advisor for Xero, QuickBooks, and Sage.

I hope to see you at my course and send me a message with any questions!

Check out my social channels. I post weekly videos on YouTube at LearnbookeepingUK about solving tech and other issues on Xero and QuickBooks. Plus I share a lot of advice.

My Credentials:

Xero Advisor and partner;

Quickbooks Advisor;

Association of Chartered Certified Accountants - member (UK);

ACCA Ambassador since 2022;

Masters in Finance and Accounting, University of Westminster, UKMasters in Business Administration, University of Lincoln, UK

What You Will Learn!

• How to Manage the Projects on WorkFlowmax
• How to Send Leads, Quotes, Invoices and Integrate data to Xero or QuickBooks
• How to analyze the Profitability of the Project
• Understand Business Analysis of Projects

Who Should Attend!

• Anyone who is working with project management
• Would like to work in project management
• Bookkeeper or accountant
• Xero accountant

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