Tailored Workflow Max Training + Support so you can revolutionise your project management

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Imagine a world where you don’t have to

Waste valuable time because all aspects of your projects are managed in one place.

Start each day uncertain because you have real-time reports on all your projects which you can access anywhere, anytime.

Worry about whether you have Workflow Max set up and optimised for your business.

We’re guessing that you’ve discovered that setting up and optimising Workflow Max is more difficult than you thought

We love Workflow Max. So much so that we use it in our own business. It’s brilliant but it takes a bit to get your head around especially setting it up properly and getting the most out of the reporting. Our clients also tell us that it’s hard to find expert help on Workflow Max. Never fear, we are here!

 

Many businesses like Creative Agencies, IT Services, Building & Construction, Engineers & Surveyors, Architects and Business Consultants are enjoying the benefits of Workflow Max as their project management software. Manage your workflow from quote through to invoice while tracking time and costs.

 

Workflow Max is powerful enough on its own but integrating it with Xero will simplify your accounting process because you can automatically synchronise sales invoices, payment confirmations and purchase orders so your job costing is complete without you having to do a thing.

 

We can help you decide whether Workflow Max is the right fit for your business and then get you set up and trained for your unique needs.

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Some of what’s included in our different Workflow Max training and support packages:

Workflow Max 101

Navigating WorkflowMax
Configuration and settings
Setting up Staff
Creating Tasks and Costs
Adding Clients
Creating Quotes
Managing Jobs including entering Time and Costs
Purchasing
Invoicing
Reporting

WORKFLOW MAX TRAINING + SUPPORT

What’s the investment?

WORKFLOW SUPPORT

$ 90

Per 30 Mins
  • Pay for the time used, min charge 15 minutes
  • Excellent to cover a specific issue in detail or briefly cover several areas
  • Ideal if you are already familiar with Workflow Max
  • Great for troubleshooting

WORKFLOW HEALTH CHECK

$ 299

Once Off
  • Did you set up Workflow Max yourself and not sure if it’s correct?
  • Is it set up as best as it can be?
  • Review of your Workflow Max set up & file to identify issues + improvements
  • Receive a list of recommendations specific to your organisation
  • Includes 45 minute telephone consultation to discuss review results

ULTIMATE WORKFLOW MAX (ON-SITE AT BRISBANE ADDRESS)Most Popular

$ 450

Once Off
  • 2 hours of face to face Workflow Max coaching at your Brisbane business or at our South Brisbane office
  • Best for those new to Workflow Max
  • The Workflow Max 101 program covers Administrators and Employees
  • Cover several areas in detail
  • *Travel charges apply if located >10kms from CBD

WORKFLOW MAX BASIC FILE SET UP

$ 900

Once Off
  • Initial consultation
  • Account creation and company configuration
  • Set up staff
  • Import tasks and costs
  • Import clients and suppliers
  • Quote and invoice template
  • Accounting integration
Book A Call

“We were having to spend a lot of time reconciling our accounts and then providing them to our accountant. We also weren’t sure how our business was tracking until the end of financial year reports were completed..

We didn’t feel like had any solutions to these problems until we engaged Diverse. We received timely and regular updates and they were able to take all our bookkeeping and staff payroll tasks off our hands.

It was a huge moment and benefit to us when we had Diverse start looking after our payroll systems and also when we were able to pull up regular P&L reports.

We feel like we have a much better handle on how the business is tracking and as such can make decisions about future expansion much more confidently”.

Richard, Newbridge Financial Services

Knowing how to use Workflow Max just got easier

1

Choose your plan

We offer a range of training and support packages for you to choose from.
2

Book your introductory call

Tell us what your goals are so we can exceed your expectations in our delivery.
3

Schedule your training session (not for Health Check)

Choose a convenient time for your training session.
4

Invite us into your Xero file

We find that clients get the most out of training if it’s conducted using their own Xero file.
5

Attend interactive training session (not for Health Check)

The training will be 1:1 and tailored to you and your business. We’ll address your questions at your pace during the session.
6

Use your ninja Workflow Max skills

Use the skills you’ve learnt to get your project management up to speed and seamlessly integrating with your Xero file.

HI, WE’RE DIVERSE BUSINESS CONSULTANTS

We’re a leading provider of cloud-based bookkeeping services, consultations and training.

What you can count on with us:

  • We’re highly trained –
    We’re certified BAS agents and Xero specialist bookkeepers
  • We’re very experienced –
    Diverse has been supporting businesses for the past 9 years but many of our team have been at it for longer than that
  • We’re innovative –
    We only use leading technology solutions and systems
  • We’re people people –
    We’re an honest, straightforward and reliable bunch who love helping our clients reach their goals

Our promise to you

  • Certified and experienced Xero & Workflow Max trainer – Your Workflow Max training will be conducted by a certified Xero whiz
  • Tailored to your needs – Let us know what you want us to focus on and we’ll tailor the training accordingly
  • Training onsite or online – You come to us or we come to you (Ultimate Workflow Max Only)
  • Less down time – Mastering Workflow Max will revolutionise how you manage your projects
  • Cloud-based innovation – Access your project data anywhere, any time and have less paper files

Need something other than Workflow Max Training and Support?

Xero Bookkeeping

Customised bookkeeping services for growing businesses so you can trust and understand your numbers. And free you up to focus on driving profitability and growth. 

Xero Training + Support

Tailored Xero training for businesses so you can have the confidence that you’re doing things correctly and efficiently. You don’t know what you don’t know. 

Xero File Set Up + Conversion

Start off on the right foot and set your Xero file up for success from the beginning. Make a seamless transition and avoid the costly mistakes that are so easy to make. 

Xero Add Ons Training + Support

Tailored training and support for Xero Add Ons – including Deputy, Kounta, ServiceM8, Vend and Workflow Max – so you can get the most out of Xero.

“As we are a small business and I solely have day-to-day control, I didn’t have the skills, nor time to look after bookkeeping in-house any longer.

Diverse allow me to leave the stress of problem solving to them, I can now focus on other more pressing elements of the business”.

David, High Q