Mini Mastery Webinar Series

WorkflowMax by Bluerock -  Mini Mastery Webinar Series

Let our WorkflowMax expert, Leigh MacLeod, guide you through the latest features and essential tips for optimising your WorkflowMax experience. In each webinar session, she will explore new and untapped functionalities, and reveal the full potential of WorkflowMax to help you streamline your processes.

Register to receive our 30-45 minute pre-recorded mini-webinars and watch at a time that suits you. 

Or, if you would prefer a more personalised session, book your team a one-on-one class with Leigh and make the most of the Q&A section.

Course Information

New Features - Tips & Tricks

Uncover all that is new about the Blue Rock version of WorkflowMax.

In this 30 minute session we will cover the new features available and provide some tips on when, why and how to use them.

Invoicing Time & Costs - The do’s and don’ts

Your time is your cashflow and getting the right values on your invoices is super important.

In this 30 minute session we will dive into all of the ways that you can adjust the value of your time and cost invoices to streamline your invoicing processes and ensure your WIP is accurate. We will cover some tips and tricks to ensure that you are invoicing accurately and some of the common mistakes you should avoid.

Invoicing Your Quoted Values - Deposits, progress & final invoices

Agreed fees, fixed price quotes or values based estimates there are many and varied client agreements that your invoicing processes need to accomodate.

In this 45 minute session we will dive into the various methods available to invoice your fixed fee agreements to your clients.  We will cover some tips and tricks to ensure you have the flexibility to progressively invoice your clients against your fixed fees and the differences between deposits, progress and final invoices.

Phases - What are they and should I be using them

Phases in WorkflowMax are not new but they are an untapped feature by many businesses.

In this 30 minute session we will explain their purpose and cover the functionality along with providing some real world examples of when and why they could be particularly useful.

Under Utilised Features - Unlock their full potential

Discover hidden gems within your WorkflowMax.

In this 30 minute session we’ll delve into often-overlooked features and show you how to leverage them to enhance your workflow. Don’t miss this opportunity to maximize your resources.

One-On-One - With our WorkflowMax expert Leigh MacLeod

Invite your team for a live one-hour session with Leigh, where she'll delve into one or more of the above key topics and explore insights.

You’ll enjoy the added benefit a dedicated Q&A section, to address any queries specific to you and your business.