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WorkflowMax 4 Architects
Introduction to wfm4architects
Welcome
Roadmap
Qualifier
Benefits and Results
Module 1: Account Setup
Overview
Account setup by Red Arrow Consulting
Account setup by User
Adding Staff
Adding Clients
Module 2: Introduction to Workflows
Overview of Workflow Modules
Module 3: Hourly Rate Workflow
3.1 - Creating a Job
3.2 - Exercise: Entering First Job
3.3 - Online Workshop #1: Review job setup
3.4 - Adding Time
3.5 - Adding Costs
3.6 - Invoicing: Progress Invoice
3.7 - Invoicing: Final Invoice
3.8 - Exercise: Review time sheeting and invoicing
3.9 - Online Workshop #2: Time Sheeting and Invoicing
Module 4: Fixed Price Workflow
4.0 - Introduction to Fixed Price Workflow
4.1 - Creating a Quote
4.2 - Exercise: Creating a Quote
4.3: - Online Workshop #3
4.4 - Managing Quotes and Converting quote to job.
4.5 - Exercise: Convert Quote to Job Exercise
4.6 - Editing a wfm Job
4.7 - Adding Time & Cost
4.8 - Invoicing: Deposit Invoicing
4.9 - Invoicing: Progress Invoice
4.10 - Invoicing: Final Invoice
4.11: Exercise - Generating a Progress Invoice
4.12 - Online Workshop #4
Module 5: Advanced Settings
Introduction
Organisation Settings - Job
Job Settings - Categories
Job Settings - State
Job settings - Templates
Tasks
Costs
Congrats and Next Steps
Well done for finishing the online training
Online Review #1: 60 Day Review
Online Review #2: 120 Day Review
Adding Clients
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