APD Workflowmax Help Page

WORKFLOWMAX PROCESS GUIDE

This guide covers the major points only.  For a more detailed guide on each step, refer to the below video guides.

video guides

These video guides cover each major component, and only run for 1-2 mins each allowing bite size learning.

Below is the entire series of videos in one playlist.  Alternatively below that is an individual listing for each help video

Setup and job start

1. Creating & Issuing a quote
2. Revising a quote
3. Creating a job from an accepted quote
4. Applying a quote against a pre-existing job (like a quoting job)
5. Creating a Time & Materials job (eg Embedded Resources)

Managing jobs & invoicing

1. Entering timesheets against jobs
2. Managing Jobs and progress within WFM
3. Managing an individual job
4. Using notifications to help with automatic job mgmt
5. Creating purchase orders and adding contractor costs

invoicing & reporting

1. Creating an invoice for a job with a quote
2. Financial reporting on jobs

payroll & variations

1. Handling Variations on a job
2. Timesheet managed & Payroll processing
3. Internal jobs - How to use and setup