How can we help?
Guides and answers for running your workshop on WorkshopMax — from your first quote to getting paid.
Get the field app
Scan with your phone to install the WorkshopMax field app on your home screen — works offline on site.
Open install guide →🚀
Get Started
Set up your workshop, team and defaults.
7 articles
📝
Quotes
Build, send and track quotes.
5 articles
🔧
Jobs
Run jobs from booking to sign-off.
8 articles
📅
Scheduling
Assign work and manage the board.
2 articles
🧾
Invoices
Invoice, get paid and chase debtors.
5 articles
🛒
Purchasing & Expenses
Suppliers, purchase orders, expenses and receipts.
3 articles
📦
Inventory & Stock
Parts, price books, stock and assets.
5 articles
🔗
Integrations
Connect Xero and keep your books in step.
5 articles
Popular articles
How to install the field app on your phoneHow to set up your business detailsHow to add your teamHow to set your labour rates and pricing defaultsHow to add a clientHow to manage a client's sitesHow access levels (roles) workHow to send a quote to a customerHow to revise a quoteHow customers accept or decline a quoteHow to turn an accepted quote into a jobHow to draft a quote from a photo or voiceHow to create a jobHow to add materials, labour and expenses to a jobFixed price vs time & materials jobsHow to put a job on holdHow to capture job photos and customer sign-offUnderstanding job statusHow to read live job profitabilityHow recurring maintenance contracts workHow to use the schedulerHow to reschedule or reassign a jobHow to turn an accepted quote into an invoiceHow to invoice a time & materials jobHow to record a payment on an invoiceHow to raise a credit noteHow deposits and overdue reminders workHow to record an expense and scan a receiptHow supplier branches build up from receiptsHow to direct a purchase order to a branchHow to add products and materialsHow to import a supplier price bookHow to receive stock and track levelsHow to do a stocktakeHow to track tools, machinery and assetsHow to connect WorkshopMax to XeroHow invoices and payments sync with XeroHow purchase orders push to XeroHow contacts sync with XeroHow to send expenses to Xero as bills