Introduction to wfm4architects
Module 1: Account Setup
Module 2: Introduction to Workflows
Module 3: Hourly Rate Workflow
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3.1 - Creating a Job
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3.2 - Exercise: Entering First Job
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3.3 - Online Workshop #1: Review job setup
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3.4 - Adding Time
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3.5 - Adding Costs
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3.6 - Invoicing: Progress Invoice
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3.7 - Invoicing: Final Invoice
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3.8 - Exercise: Review time sheeting and invoicing
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3.9 - Online Workshop #2: Time Sheeting and Invoicing
Module 4: Fixed Price Workflow
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4.0 - Introduction to Fixed Price Workflow
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4.1 - Creating a Quote
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4.2 - Exercise: Creating a Quote
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4.3: - Online Workshop #3
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4.4 - Managing Quotes and Converting quote to job.
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4.5 - Exercise: Convert Quote to Job Exercise
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4.6 - Editing a wfm Job
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4.7 - Adding Time & Cost
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4.8 - Invoicing: Deposit Invoicing
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4.9 - Invoicing: Progress Invoice
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4.10 - Invoicing: Final Invoice
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4.11: Exercise - Generating a Progress Invoice
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4.12 - Online Workshop #4
Module 5: Advanced Settings
Congrats and Next Steps
