Masterclasses for Beginners
Designed to get you up and running fast
Watch & learn
with Josh & Arsh
Are you new to WorkflowMax—or ready to get more out of your current setup? Josh Licence and Arsh Kaur, expert implementation partners from Apparatus Quo will take you on an end-to-end demo showcasing the ultimate app stacks for professional services to supercharge your WorkflowMax experience!
Get set up
with Dan from SUMS
Ever heard of speed dating? Well, this is just like that—but for setting up WorkflowMax! In just 30 minutes, you’ll be introduced to everything you need to get started fast and fall in love with a seamless setup. It's a rapid-fire, beginner-friendly session designed for new trialists and first-time users.
Practical tips & tricks
with Chris & Mark
Join us for a beginner-friendly live session on how custom templates can transform the way you work in WorkflowMax. Learn how to design invoices, quotes, and reports that truly reflect your brand. Boost efficiency and save time by automating document creation.
Masterclasses for Intermediates
Designed to deepen your knowledge and power up your WorkflowMax skills
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Feature deep dive
with Amanda & Ryan
This session will focus on optimising Lead Manager, perfecting your quoting and estimating, and mastering the phases that help you close deals faster. Whether you're looking to improve your pipeline visibility or convert more opportunities, this deep dive will give you the tools and insights to succeed.
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Feature deep dive
with Dan & Jimmy
Ready to take your workflow to the next level? Join us for a focused webinar on managing the core of your operations: Jobs, Time, Scheduling, Milestones, Tasks, and To-Dos. We’ll dive into best practices for optimising your work processes to ensure maximum productivity and efficiency.
Feature deep dive
with Dave & Dan
Looking for smarter ways to invoice and improve accuracy? Join us for a deep dive into the different invoicing methods and how the powerful Xero integration can save you time, reduce double handling, and ensure accuracy. Boost efficiency in your accounting processes.
Masterclasses for Advanced Users
Designed to take your WorkflowMax understanding to the next level
Feature deep dive
with Liz and David
Join our advanced webinar where we'll explore the intricacies of WIP management. Learn to effectively track, manage, and optimise your Work in Progress to enhance project efficiency and improve financial performance. Discover advanced techniques for monitoring WIP, including real-time tracking, detailed reporting, and cost management.
Feature deep dive
with Chris & Mark
In this advanced session, you’ll discover how to utilise advanced merge fields to automate and customize your documents seamlessly. Learn how to solve common template issues such as blank fields and total calculation errors and create sophisticated, branded documents with complex headers, footers, and payment slips.
Feature deep dive
with David & Liz
Join our advanced webinar designed for seasoned WorkflowMax users, where we delve into mastering Standard and Custom Reports to help you gain valuable insights into your business operations and financial performance. Discover how to integrate WorkflowMax reports with data visualisation tools for deeper analysis to help you make better decisions.
Meet the apps masterclasses
Designed to show you how integrations can boost your efficiency and productivity
PlanRight <> WorkflowMax demo
with Debbie & Ryan
In this session, PlanRight's Co-Founder will show you how combining the two platforms can streamline your scheduling and capacity planning. Learn how the integration makes it easy to manage resources, optimise team schedules, and ensure your projects are on track.
SuiteFiles <> WorkflowMax demo
with Julian & Ryan
Learn how to streamline your document management. If you're a Microsoft 365 user, you'll appreciate that SharePoint powers the backend. It's an ideal solution for teams looking to optimise document storage and management to securely store, access, collaborate on documents and speed up your workflow.
EzzyBills <> WorkflowMax demo
with Elise & Ryan
Tired of manual data entry and errors in your billing process? Join us for a demo to discover how to streamline your accounts payable. With EzzyBills, you can automatically extract key data from supplier invoices, eliminating double-handling and improving accuracy.
HubSpot <> WorkflowMax demo
with Chris & Ryan
See a spotlight on the powerful new HubSpot and WorkflowMax integration! In this webinar, we’ll show you how seamlessly connecting HubSpot with WorkflowMax can help you manage leads, track sales pipelines, and streamline your project workflows for smoother project management, delivery and reporting.
Airwallex <> WorkflowMax demo
with Andrew & Ryan
In this session, we’ll show you how connecting Airwallex with WorkflowMax can simplify your international payments, eliminate manual data entry, and reduce currency conversion costs. With Airwallex, you can seamlessly manage global transactions, making invoicing and payments faster and more efficient.
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5 min pitch sessions
with Ryan & Vince
Ready to discover new tools that can take your business to the next level? Join us for a Virtual App Speed Dating/Appy Hour, where each app creator will pitch their product in 5 minutes! It’s your chance to hear why these apps could be your next game-changer—fast, fun, and all from the comfort of your screen.
Masterclasses for new Partners
Designed to show new implementation and referral partners all about the value that WorkflowMax can drive for your clients and how to join the community.
Live demo & chat
with Ryan & Carter
Are you ready to take your partnership to the next level? Explore the exciting opportunities available to you. Learn about the different levels of partnership and how they can help you unlock new business potential, earn rewards, and grow your network.
Register your interest in our Partner program
Sign up today
Join a community of passionate software experts who are helping small businesses every day. Boost the value of your practice by earning commission or a referral fee. Get access to new features, full certification, training, education, and marketing support.
Live demo & chat
with Ryan & Carter
Are you ready to take your partnership to the next level? Explore the exciting opportunities available to you. Learn about the different levels of partnership and how they can help you unlock new business potential, earn rewards, and grow your network.
Implementation masterclass
Turbocharge your progress by partnering with an expert! Find out all about our set up options.
Implementation options
with Ryan & Kaia
Looking to fast-track your implementation? Turbocharge your progress by partnering with an expert! In this session, you’ll learn about the different ways to implement—whether it’s DIY, guided, or bespoke—so you can choose the best fit for your needs.
Free DIY tutorials and training
Learn in your own time
We’re building out a treasure trove of courses that will guide you through every aspect of WorkflowMax. From setup to advanced features, our experts will walk you through the process, to make sure you get the most out of WorkflowMax.
Implementation options
with Chris & Kaia
Looking to fast-track your implementation? Turbocharge your progress by partnering with an expert! In this session, you’ll learn about the different ways to implement—whether it’s DIY, guided, or bespoke—so you can choose the best fit for your needs.
