WorkflowMax Training for Business Owners
Boost productivity, streamline project management, and gain complete control over workflow with our WorkflowMax Training programme. Tailored for business owners, project managers, accountants and admin teams, this training provides practical, real-world learning — not just theory. You’ll learn how to set up WorkflowMax, manage jobs from quote to invoice, track billable hours, monitor project costs, and generate detailed reports for performance analysis and decision-making.
Our expert-led WorkflowMax training is designed to help you use the software confidently in daily operations, reduce admin pressure, and increase profitability across departments.
Online Live Training
Online live training is available for participants all over the world. The training is conducted via Zoom
Classroom Training
Our Xero classroom training is available weekly in London, Surrey & Berkshire.
Onsite Training
Onsite training is available at your premises, no matter where you are in the UK. We will come to you and provide training at your convenience.
1 to 1 Training
One to one training sessions are available with our Certified Xero Advisor and Accountant. You will be able to ask questions and get personalized help with using Xero.
Group Training
The Xero Group training is available for businesses both at their premises and online live via zoom.
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WorkflowMax Training – Master Job Management for Your Business
WorkflowMax is a cloud-based platform designed to streamline and simplify job management for businesses. Our Training equips you with the skills to use its integrated suite of tools effectively, helping you enhance productivity, track time and costs per project, and improve customer satisfaction.
Through hands-on WorkflowMax Training, you’ll learn how to create accurate estimates and quotes, efficiently schedule tasks, manage resources, and monitor project progress in real time. You’ll also gain expertise in using WorkflowMax’s reporting features to generate actionable insights and make informed business decisions.
By attending our WorkflowMax Training, you’ll maximise efficiency, boost profitability, and gain the confidence to manage projects smoothly using this comprehensive job management solution.
Get more out of WorkflowMax with Xero Expert training course
We offer customised Training sessions designed to fit your specific needs. Whether you prefer a group training session or one-on-one training for individuals at your office or our premises, our expert trainers provide practical, hands-on guidance. With years of experience delivering WorkflowMax Training, they use real-life examples and case studies to enhance your learning and ensure you can apply the skills immediately.
In addition to in-person sessions, we also offer online Training via Zoom for those who cannot attend on-site.
If you want to improve project management processes, boost workflow efficiency, and achieve better results, contact Xero Experts today to schedule your WorkflowMax Training.
Why is WorkflowMax training important?
Knowing how to use WorkflowMax is a necessary skill set for business owners who want to make sure that their operations are running efficiently. With the right training, you can leverage its benefits and ensure smooth operation management as well as optimised finances. It’s a great way for to take full control of your business operation on Xero.
Who is this training suitable for?
This WorkflowMax training is suitable for everyone from small business owners to large enterprises. Specifically, this training can benefit:
- Business owners looking to streamline their workflow and increase productivity
- Managers or team members who need an in-depth understanding of WorkflowMax's features and functionality
- Team leaders wanting to learn best practices for setting up and running jobs efficiently
- Anyone interested in achieving better efficiency and increase profitability
This training can also be tailored to meet the specific needs of your team or business. Contact Xero Experts today to discuss customized WorkflowMax training options.
What you will learn from WorkflowMax training by Xero Expert
By taking part in WorkflowMax training from Xero Expert, you can learn how to get the most out of this powerful job management system. Specifically, you will gain an understanding of:
- How to set up and use WorkflowMax for end-to-end workflow management
- How to add Contacts
- How to set up Users
- How to set up an Estimate
- How to record purchase order and supplier
- How to edit costs
- How to accurately track time and costs associated with each project
- How to create quotes and estimates for potential customers
- How to manage resources and schedule tasks
- How to use reporting capabilities for informed decision making
- Best practices for streamlining operations, increasing productivity and improving customer satisfaction
After completing WorkflowMax training with Xero Expert, you can be sure that you and your team are getting the most out of this powerful job management system and maximising efficiency, profitability, and customer service. Contact us today to get started.
Course Details
- Live online | Classroom | Onsite | 1 to 1
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10:00am – 5:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£750 (Online Live Via Zoom)
£850 (Classroom)
- 5 hours approx.
- Monday - Saturday each week
By the end of this course, you will be able to
- Set up and manage jobs in WorkflowMax
- Accurately track time and costs associated with each project
- Create accurate quotes and estimates for customers
- Utilise reporting capabilities to gain valuable insights into workflow management
- Leverage best practices to increase efficiency and profitability
The participant will also receive a certificate of completion, comprehensive training manuals and one month of free email support.
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Xero Accounting Advanced Training
This course will cover advanced features such as creating bank rules, fixed asset register, accrual and prepayment.
Xero Payroll Training
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Xero Training for Business owners
With this training, business owners will be able to take control of their finances and run their businesses more efficiently.
Xero Basic Accounting Training
This course is ideal for those who are new to Xero and wish to learn the basics of accounting with Xero.