Setup - Customisation - Integration - Training of WorkflowMax.
WorkflowMax is a comprehensive online job management solution, combining sales and lead management, quoting, purchase orders, time sheeting, job costing and invoicing into an intuitive easy to use cloud based application. WorkflowMax seamlessly pushes all sales invoices, tracking, contacts and purchases through to your accounting system.
Caren Veale, from Integrate in the Cloud, is a management accountant and project manager. Integrate in the Cloud are certified WorkflowMax and Xero advisors and we have assisted many businesses in all industries setup WorkflowMax and integrate with Xero and other accounting and cloud based systems all around Australia. And we provide training onsite or via Skype!
Caren can work you with, your team, and your accountant to get WorkflowMax managing projects within your business and seamlessly sending information to your accounting package including Xero and MYOB. With a turnaround time of around a week, you or your client will be up and running with WorkflowMax before you know it. And of course setup and subscriptions are all tax deductible. Contact us today!
WorkflowMax Setup and Customisation
Don't despair we are here! If you have had a go at setting up WorkflowMax and need some assistance to progress and/or tailor to your business needs, give us a call. We can and will help.
We are experts at understanding the way your business works and how WorkflowMax can be customised to your business needs. We will look at what you do well now and we will make WorkflowMax support your internal processes.
We may even suggest some improvements! Contact us today!
WorkflowMax and Xero make a beautiful partnership. Integrate in the Cloud are certified Xero Integrators, proficient users and trainers in Xero, and experts in getting your WorkflowMax to work well with your Xero.
But WorkflowMax can integrate with many cloud based system available in the market today. We have helped clients integrate with Deputy, time management, Receipt Bank, receipt management, Smartsheet, project management, and Spotlight Reporting.
Linking your cloud based document management system is easy too.
Let us help you integrate WorkflowMax! Contact us today!
Integrate in the Cloud are WorkflowMax and Xero Certified Advisers. We are skilled in delivering group and one on one training in your office or online.
All setup and customisation services will end with training but we can also tailor a training solution to suit your needs. Contact us today!