Understanding the Job Financial Summary in WorkflowMax

The Job Financial Summary is one of the most powerful reports available in WorkflowMax.

This report allows you to see at a glance the overall profit of a job as you are working on it, as well as tracking quoted and estimated costs, staff efficiency and time worked. Like any report is only as good as the data that gets entered into the system. We will take you through how to get this report as accurate as possible and how the figures flow into this report. 


Course Information

What will I/we learn?
  • How to read and interpret your Job Financial Summary Report in WorkflowMax.
  • Understanding where the figures come from within your WorkflowMax
  • How much your jobs are costing you
  • With a push of a button you can see the profitability of a job
  • How to view estimated time versus actual
Who should attend?
  • Administrators
  • Business owners
  • Financial Controllers
  • Accountants
  • Directors
Why come along?
  • To know exactly how much profit you are making on your jobs
  • To learn how you can monitor your staff's productivity
  • Make sure you're quoting enough for your jobs
What shall I bring?
  • Just Yourself

Course Details


Online through Zoom




1 Hour

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