WorkflowMax Setup and Training

We have been successfully training and setting up Workflow Max since 2013. We specialise in setting up Workflow Max for your industry with experience setting up:

  • Engineers
  • Architects
  • Builders
  • Fencers
  • Painters
  • Manufacturing Engineers
  • Lawyers
  • Designers

Workflow Max Setup

Looking to move from your current job management system to Workflow Max, this service is ideal to make a smooth transition.

Led by experienced Workflow Max consultants that have over 10 years’ experience working with Workflow Max across a wide range of industries.

Includes:

  • Includes 4 virtual training sessions
  • Custom job, quote and report templates
  • Personalized process manual

Workflow Setup:

Workflow Software Support

Using Workflow Max and need someone to call when you are stuck?

Ripped Orange provide phone and email support for customers that purchase their cloud software from Ripped Orange.  You will pay the same as going direct and get:

  • No charge for the first 5 minutes for phone and email support
  • Preferential rates for additional support
  • Discounts on Ripped Orange Virtual Courses

Workflow Support:

Workflow Max Coaching

Virtual coaching is an ideal way to learn what you need to know quickly.  Avoid endless videos or travelling to attend a course.

Our experts will evaluate your training needs so they can focus on just what you need to know.

Coaching is delivered virtually using by Microsoft Teams.

Workflow Coaching:

Workflow Health Check

Not sure if you are getting the most out of Workflow Max?

Our Workflow Max consultants will spend time understanding the areas you would like to improve and then review the current usage of your system.

Once completed we will provide you with a written set of recommendations and a training session to show your how to implement these changes.

Workflow Max Health Check

Workflow Max Reporting Course

This 90-minute session is designed for WorkflowMax administrators and users who are wanting to develop an understanding of the reporting capability of WorkflowMax.

This will be an interactive session and assumes that attendees are already familiar with using WorkflowMax.

Key topics covered in this course:

Types of reports available
• Standard Reports
• Report Builder

Understanding and navigating standard reports
• Standard report types explained
• Navigating the standard reports menu

Building custom reports using the Report Builder
• Navigating my reports tab and making a report a favorite
• Using the Custom reports tab and assigning a report to my reports tab
• Designing custom reports using sample templates
• Designing custom reports from scratch

Exporting reports
• How to export standard and custom reports
• Working with exported data in Excel

Workflow Max Reporting Training: