Connect your emails to a job within WorkflowMax – automatically

Impress clients with more transparency across the business

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Set up collaboration manager

Under the “Jobs” tab in the main toolbar, select Collaboration from the drop down and then select the second tab ‘Configuration’.

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Enter your email

Add a word before "@emailmyjob.com" (e.g. your company name) and click “save.” Select a timezone (for your main office perhaps) from the drop-down list.

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Start sending!

Email, cc, bcc or fwd to this address, including the job (or quote) number anywhere in the subject line for it to appear against your job/quote.

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View email history.

Voila! Your email will be visible in the notes tab of the job/quote.

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Got an attachment?

All attachments will be saved in the documents tab on the job/quote.

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"We give the client a login so they can see job status. It demonstrates how transparent we are as a company"

PETER J. CROOK, DIRECTOR, 7 GROUP / CREATIVE AGENCY

It’s easy - no credit cards, no contracts.

Reasons you’ll love WorkflowMax Collaboration Manager:

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Bring clients on board

Add value to your clients by allowing them to log in and see progress on their job, any time, anywhere.

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Manage permissions

Don’t want clients to see who else you’re working for or need to restrict staff access to certain jobs or functions? Maintain complete control over who sees what.

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Keep contractors in the loop

Contractors can login from any location and track their time against a job.

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Capture the conversation

Never miss another detail and no more digging through thousands of emails in your inbox.

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Streamline projects

You can scan and upload documents, PDFs, images and drawings against a job or a client – keep all the project information in one tidy place.

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Everyone on the same page

Create more trust and transparency by making sure everyone is up to date.

Rome May

"WorkflowMax saves me at least 15 hours per month. By having everything – leads, quotes, time sheeting, emails, documents, and invoices – in one place. I can manage the client, designer, builder, and the council very easily."

Rome May, Office Manager, Buildology / Auckland-based architecture practice

Got questions? We have answers

We have lots of different users. Can I set up multiple email addresses in the Collaboration Manager?

No, unfortunately the @emailmyjob.com address is a single address for all users.

What happens if I want to assign an email to a job but don’t know the job number?

No problem! You can easily assign an email to a job, quote or lead at a later date in WorkflowMax! All unassigned emails that have been sent with your “@emailmyjob” email address will appear in your Collaboration manager. Simply select the relevant one, select assign to a Job, Lead or Quote from the dropdown menu and assign. You can also set up notifications so you know when any unassigned emails arrive. If you need extra help, contact one of our product specialists.

Can I assign emails to completed jobs too?

You can, but to move an email to an archived or completed job you will need to change the job state to open or active first. If you need extra help, contact one of our product specialists

I want to clear a whole bunch of emails from the collaboration manager, is there a quick way to do this?

Unfortunately you can’t bulk delete emails in the Collaboration Manager – you will need to press “X” for each.

Is there a way to assign an email to the client?

Unfortunately the collaboration manager is for assigning emails and documents to specific jobs only and not a specific client. You will have to manually add documents to the client tab.

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