Getting Started With WorkMax
WorkMax Tech Recommendations
WorkMax Tech Recommendations Mobile App(2.x.x) Although the mobile app will work with operating system versions lower than what is listed below, you may experience performance or other issues. The list of devices below are “recommended” for the best ...
Acumatica Integration Setup
Introduction We'll cover the general set up and use of the WorkMax/Acumatica integration. Prerequisites Admin login credentials for Acumatica WorkMax Admin user access to the Control Center Setup It's a good idea to have your Acumatica login screen ...
iPad or Tablet - Accessing WorkMax Control Center
As a web-based solution, WorkMax can be accessed anywhere there is a stable internet connection available. In addition to the WorkMax iOS and Android apps, an individual can also benefit from accessing the web-based WorkMax Control Center from their ...
QuickBooks Online Integration
QuickBooks Online integration will allow the user to pull Employee, Location, and Task data from QuickBooks as well as push time record data to QuickBooks. To set up the connections and sync, perform the following steps: 1. Navigate to the Settings ...
Setting Up Your ConnectMax Integration
Setting Up Your ConnectMax Integration: 1. Must be signed in as Admin 2. Select Integration. 1. Select New. 2. Select ConnectMax Connection Type. Creating ConnectMax Token. 1. Enter the ConnectMax Token Name 2. Select Save and this will generate the ...
Flex Fields in WorkMax
WorkMax Flex-Fields allow you to personalize the system for your business. Throughout the support articles when we refer to a Flex-Field you will see the default name highlighted in green. There are currently 4 Flex-Fields you can label to promote ...
Getting Started With WorkMax
Welcome to WorkMax! This article serves as a concise guide to assist your team in accessing essential documents to prepare for your WorkMax Training experience. We will provide access to two key documents: the "Onboarding Outline" and the "WorkForce ...