WorkflowMax is a software tool that will take the pain out of running your business. A total solution covering all operations from prospecting to quoting, time sheeting to invoicing and everything in between. Using the Zendesk app you can capture time while working on a ticket and those timesheet entries will be stored against a job in WorkflowMax, giving you transparency over how much time is being spent on a per client basis.
Setting up WorkflowMax
You can sign-up for a free trial of WorkflowMax via our website.
Once you have logged into your account you will firstly need to go to the Admin-Task screen and create a new Task and call it 'Support'.
Secondly you will then need to go to the Admin-Job Template screen and create a new job template called 'Support'. Ensure that you add the support task to your job template. You are now ready to begin using the widget.
Installing the app in Zendesk:
- Log in to Zendesk
- Click on the cog icon in the bottom left hand side and click Apps->Marketplace
- Click on WorkflowMax
- Enter the configuration values for:
- Default Support Job
- Default Support Task
- Support Template
- Round up to nearest X minute(s)
- Authorize the WorkflowMax Timer app to access your WorkflowMax account. Clicking the link will take you to Xero Identity where you can authorize the application to have access to your WorkflowMax account. You need to have the "Authorize 3rd party access" permission in WorkflowMax to be able to authorize access.
- Click Install
Once installed you should then be able to see and use the app on the right hand side of the screen when you click on a ticket.
Note: Your WorkflowMax email address must be the same as your Zendesk email address for the app to work.
For more info please visit our website.