support & self implementation
For your FREE 21 point review of Xero Practice Manager we look at the 6 pillars of XPM and give you scores on: Clients, Jobs, WIP, Invoicing, Reporting, Leads.
Simply invite email@example.com as an advisor to your account and order now
If you’ve self implemented WorkflowMax or Xero Practice Manager in your business but want some brush-up training, or general guidance and support to maximise the potential for your business while keeping the investment low – this is perfect for you.
Spread over four, one hour webinars we will work with you to train you and your team on all aspects of WorkflowMax – based on what you tell us you need help with; or based on our expert knowledge of what the product can do for your business.
Over these four value-packed webinars we can cover:
- Back-end setup
- Client Database
- Job Management
- Lead Management
- Quote/Proposal Templates
- Work in Progress and Invoicing
- Invoice Templates
- Lead and Lag KPI Reporting and the Report Builder
- Anything else you need to do in WorkflowMax
As part of these webinars you also receive a complimentary month of support from FGS.
Support for Xero Practice Manager, WorkflowMax, and other Xero Practice Studio products
- Monthly topical 1-hour webinars (topics based on your feedback or “what’s new”). That’s an hour of training for your entire team every month!
- Tailored support specific for accounting firms
- Provided by FGS, one of the most qualified and experienced partners with second-to-none product knowledge
- We provide your product feedback directly to developers
Ongoing email support is offered only to FGS clients. We provide a tailored service that ensures every response is given with your business in mind.
If you’re not an FGS client we will still provide you with all the other value offered in our support packages – including monthly webinars and the opportunity to provide your product feedback. Speak to us about a review of your implementation in order to become an FGS client and have access to ongoing expert support.
We work towards your specific needs by understanding the things that make your company unique. From your company culture to your vision for growth, we consider the factors that make you special and provide customised support that suits your needs.
Whether it is Workflowmax implementation, Xero Practice Studio implementation or any of the broader issues related to Practice Studio for accounting firms, our team can handle it. We have a service standard of 2 business day turnaround for queries.
$99/mo – 1 month free trial