WorkflowMax Tips and Tricks

The expert team at Equation know lots of the hidden shortcuts across every area of WorkflowMax software features; from communications and timesheets to job, client and financial management.

These minute details can make an enormous difference to how you manage your business and can take your business from simply surviving, to thriving. Why wouldn't you squeeze the juice from every feature available to you?

Why would you waste time trying to learn from the ground up, when you can come straight in from the top? Upskill, customise and bring all of your staff up to scratch to boost efficiency.

Course Information

What will I/we learn?
  • Job management tips
  • Understanding the icons
  • Tips for managing timesheets
  • Quick ways to manage communications
  • Client Management
  • Understanding why you enter a staff base rate and where this figure fits into your reports
Who should attend?
  • Administrators
  • Business owners
Why come along?
  • Be more efficient
  • Learn more about WorkflowMax and its capabilities
  • Make sure you're managing your data processes the best way possible
What shall I bring?
  • Yourself
  • Your device

Course Details


Online through Zoom




Wed 10th August 1.00pm

Thurs 18th August 9.30am

 One Hour

We are proud to offer one free seat to a Not For Profit organisation for every group course that we run. Register for your seat here.

We're proud to be Xero Platinum Partners.

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