Add-On Training Support Forms & Resources
Add-On Training Support Forms & Resources
Add-On Training Support Forms & Resources
Add-On Training Support Forms & Resources

Add-On Training, Support Packages, Forms and Resources

MINDBODY | WorkflowMAX | ServiceM8 | Unleashed | Exsalerate | Xero

 

Invisible Business Solutions provide Add-On Training Support Forms & Resources for our partner software platforms. Checkout our loist below of how we can provide, Training ongoing support, the creation and implementation of forms, including branding for your business and resources to help you maximise the benefits of your chosen software.

 

Add-On Training

Training is available in each of our partner software packages. If you are already up and running but wondering whether you are getting the most from the software or have some particular training needs, perhaps new team members you’d like to get up to speed. At Invisible Business Solutions we offer training to meet your needs.

MINDBODY Training
Running your business from anywhere has never been easier than with MINDBODY, but you should to be using all the software’s functionality. From marketing to business reporting and KPI’s to take your business to the next level. Communicate with you clients like never before, increase sales and profitability, while reducing time spent on administration and bookkeeping. Have you connected to Xero to seamlessly sync your bookkeeping? Clients who have done this save hours a week in data entry, leaving them free to do the things they love! Enquire Now

WorkflowMAX Training
To ensure you achieve all the benefits of the platform, we offer User, Admin and Master user training sessions. Understand all the reporting and what and how workflowMAX integrates into Xero. Sessions are tailored to your business needs, with user specific sessions, example workflows and demo of new features for easy time tracking.  New Android App is coming soon! Enquire Now

ServiceM8 Training
From using the App in the field, to allocating workflows, to using Queues and Job Costing. Invisible Business Solutions can review the Add Ons you need from within ServiceM8 directory to maximise your customer service options and to monitor and increase your job profitability.Ensure your field workers have all the information they need at any time in any place. Understand the flow of data between ServiceM8 and Xero for seamless stress free book-keeping. Enquire Now

Inventory Management Training
From hobby to wholesale with an online presence, grow your business with web stores from Woo-commerce or Shopify to Unleashed and Dear Inventory all connected through to Xero. Understand the processes, the flow of data and sales history around your business. Streamline sales, payment and inventory management, taking away the stress of out of stock, back orders or overstock.  All training is tailored to your business need. Enquire Now 

Xero and the Eco System of Add-Ons have brought world class technology to small business, complete the picture with training on the ground in Australia tailored to your business. Enquire Now

Please contact us to discuss your specific requirements for Add-On Training, all training is tailored to meet individual client needs, budgets and schedules.

Support

We offer ongoing support packages to your business. System implementation is so much more than just software, it’s a change management process, some team members are early adopters some take some time, but to ensure the long term success the team need to feel supported.

By engaging us in an ongoing support package you are sure you have the best team on your side, to take your new platform to a whole new level. We tailor packages from 3-6 months system support, as well as monthly training sessions and review of KPI’s for the project.

Whether you are implementing, MINDBODY, WorkflowMAX, ServiceM8 or Unleashed, we are happy to provide ongoing support as you need it.

Please contact us to discuss your specific requirements for our support packages, we ensure support is tailored to meet individual client needs, budgets with a specific timeline.

Forms 

Want to customise the forms you use in Xero, WorkflowMAX, or ServiceM8 then we can help! Whether you want to add a fields, or customise to your branding our team can build your forms to meet your needs:

Xero
We can create customised Invoice, Credit Note, Quote, Statement or Purchase Order whether to meet your branding guidelines or to add details. For example we’ve created forms to show discounts, show GST inclusive amounts, add payment terms, add customer contact details and more… Let us know what you’d like and we’ll create you the template you need. Prices start from $75 plus GST.

WorkflowMAX
We can create customised Invoice, Quote, Job Sheet or Standardised Letters. Whether to meet your branding guidelines or to add custom fields and additional details. Let us know what you’d like and we’ll create you the template you needs. Prices start from $150 plus GST.

ServiceM8
In ServiceM8 not only can we create custom forms for Invoice, Quote, Time Sheets and Work Orders. Custom Forms can be created for almost anything! Whether collecting information for a Quote or completing Safety Documentation or Customer Satisfaction surveys or any other required information when you’d like to ensure the team all get the same information – consistently… you can even ask them to take a photo in the form!

If you have existing forms you use that you would like to create online forms for, send us your current form and our team will recreate it for you. Forms really add to your ServiceM8 experience so ask us today how we can help you create what you need! Prices start from $150 plus GST.

All Forms are created to suit each clients individual requirements, please contact us for more information.

Xero Resources

We understand how busy everyone can be in business and finding time for training can be difficult. We therefore offer our XERO training resource for purchase in PDF format.

This 48 page workbook includes:

• Understanding and Interpreting the Xero Dashboard
• Using Reporting to understand your business, and make strategic decisions.
• Understand your profitability verses your cashflow.
• Expert hints and tips to save you time when using Xero
• How to get more from Xero and become your business Hero with Xero Add-ons

With easy to follow screen shots and instructions this workbook is the foundation to take your Xero journey to the next level.

Purchase Now: $50 plus GST

Add-On Training Support Forms and Resources

ServiceM8 Resources

For ServiceM8 we have created a series of 3 workbooks supplied in PDF Format:

A Day in the Life – Follow how the ServiceM8 system works along side your day to day activities.

Field Staff Training – A workbook guide for the field team.

Admin/Finance Staff Training – A workbook guide for your admin and finance team.

Easy to follow screen shots and explanations that you can add to your existing company resources.

Purchase Now: Contact us

Add-On Training Support Forms & Resources - ServiceM8 Workbooks