Subscribe to

The Unconventional Guide to Work

Life’s too short to be bored at work. We can help.

Productivity³ with WorkflowMax and the Cloud

Cloud apps like WorkflowMax are doing an awesome job of boosting productivity by saving time spent on quoting and managing jobs. The same is true with cloud storage tools like Dropbox, or email apps like Gmail and Office 365, which have enabled users to work from anywhere.

For SMBs, being more productive is vital if you want to implement all your great plans without getting bogged down on day to day admin. And being cloud connected means you can do this from anywhere, to shape your work around your life, not the other way around.

These tools work in isolation but combined they can provide great benefits. WorkflowMax users can generate significant benefit from combining and linking their cloud productivity tools. Some of the benefits include:

01 – Linking WorkflowMax and Cloud Document Storage

Connecting with your customers and working together on documents is a smart way to work, saving time and avoiding multiple versions of documents.

WorkflowMax can embed your cloud storage folders within a job so all the information you need is in one place, combining the power of two cloud applications, and making it easy to share information directly with your clients. Use cases are endless, from sharing design drawings, scopes and variations to name a few.
 Job-to-Drive.png

One document in two places, WorkflowMax and Dropbox

02 – Linking email to WorkflowMax

Wouldn’t it be useful to immediately access details on a job when a client email arrives in your inbox? You can. Office 365 users can install the free WorkflowMax Office 365 Add In that automagically looks up and notifies you that a contact is in WFM, then tells you the job details and status. Beautifully simple!

Office-365-Add-In.png

Instantly look up a job details from Microsoft Outlook 

03 – Making Word and WorkflowMax Work for you!

Even Microsoft word with its 33-year history has a few tricks to save you time, if you consider using Invoice, Quote and Job Brief Templates in new ways.

Consider using WorkflowMax as the first place you start any communication with a client, from courier labels to feedback surveys.

WorkflowMax allows you to export a range of information into a template, and features like Quick Parts in Word allow you to easily insert templated text, tables and images into a document.

Quick-Part2.png

Quick Parts can insert standard text, tables and images into a document.


Finally, you can gather information online from your website and have this inserted directly into WorkflowMax, ideal for lead capture. The add in
Form Basic allow you to embed your lead template on a website, getting the customer to fill in the details, saving you time and speeding up response time. Check out how Ripped Orange use this.

Join the WorkflowMax Partner Success Summit and my webinar on the 20th of April for more in-depth information on the above. 

WFM-Summit-CTA-2