Use WorkflowMax

Clients

• About clients

• Client Manager
• Client Types
• Contacts
• Referral source

Costs

• About costs
• Add or edit a cost in the cost admin database
• Delete a cost

Data

• About data

• Archiving
• Exporting data
• Global search
• Importing data

Email

• How to whitelist an email address
• Prevent your emails going to spam/junk folders
• About email and WorkflowMax by BlueRock
• Configure and send emails
• Edit your email signature
• Use external mail client as default email client

• Collaboration manager

Invoices

• Account for non-billable time
• Progressive invoicing

• Create an invoice
• Edit an invoice
• Adjust an invoice
• Approve, cancel or delete an invoice
• Invoice manager

Jobs

• About jobs

• Create or edit jobs
• Job manager
• Job settings
• Job staffing

Leads

• About leads

• Lead activities
• Lead manager

Mobile

• About mobile

Purchase orders

• About purchase orders
• Create a purchase order from a job

• Purchase order manager

Quotes and estimates

• About quotes and estimates
• Quotes and estimates - FAQs

• Quote manager

Reports

• Custom report troubleshooting

Staff

• About staff
• Add or edit a staff member
• Allocate staff to a task
• Delete staff users
• Privileges and permissions
• Subcontractors

• Roles
• Teams

Suppliers

• About suppliers
• Search for a supplier

• Supplier manager

Tasks

• About tasks
• Create a task
• Delete a task
• Edit a task

Time

• About time

• Quick time entry
• Timesheets

Work in progress (WIP) manager

• Remove jobs from WIP manager

Xero interface

• About the Xero interface
• Xero GL account codes and tracking categories

• Accounting interface for costs
• Accounting interface for tasks

Your account

• Account owner

• Portal
• Billing manager
• User profile settings

Your login

• About your login
• Browser support
• Change your email address
• Change your MFA settings
• Change your password
• MFA setup and use for WorkflowMax by BlueRock