Collaborate with document management software.

Access all your important project information quickly with centralised document management software. Great for remote working and team collaboration.

document-management

All your project files securely stored in one place

Save hours of time

Save hours of time and automate your email and document storage processes in WorkflowMax. Create your own unique account email and simply send your important attachments and emails directly to the job.

document-config

Integrate with Drive, Box or Dropbox

Store information directly in WorkflowMax. Or integrate with your favourite leading cloud document management system (DMS) provider - Dropbox, Google Drive or Box. Enable your team to easily access documents and collaborate, sync across multiple devices while enjoying the enhanced security and configuration benefits.

intergrations

Free storage of up to 25GB

By default, any documents you load into the Documents tab of a job will be stored in WorkflowMax’s own ISO 2000 compliant servers - for free. There is no charge for storage up to 25GB.

document-storage

Our pricing

Check out the range of scalable plans to suit you and your business. Experience all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.

View pricing

6 reasons you’ll love WorkflowMax document manager

if_iconsLineSet-33_1517809

Always at your fingertips

Access all your job specific emails and documents from one secure place anywhere, anytime.

if_.svg_867011

Store emails and documents

Never misplace a document or email again. Auto store everything against the correct client and job with just a few clicks.

if_iconsLineSet-38_1517807

It's free!

Get up to 25GB of documents FREE on WorkflowMax servers, enabling you to cut costs on cloud storage.

if_575_-_Route_1419524

Choose your integration

Need additional storage capacity? Integrate with world-leading document management systems like Box, Dropbox, Google Drive.

if_iconsLineSet-39_1517813 (1)

Docs on the run

Upload photos from your phone to the appropriate folder, and store these directly against the client and or the job in WorkflowMax.

if_580_-_Exchange_1419529

Improve workflow efficiency

Your client and team can access changes faster, and you can do the work you need to do anywhere in the world.

“We don’t have to jump between two different platforms to find things. BOX + WorkflowMax is a match made in heaven for us.”
Steph Hinds Growthwise
 
 

Got questions? We have answers!

No, unfortunately, you can only enable one system at a time! Once your chosen integration is live, your documents will be stored in that particular Document Management System rather than in WorkflowMax. The Documents tab provides a window into the selected platform so that you can view and manage documents in that platform directly from WorkflowMax.
Yes! It’s pretty easy to switch systems, but you’ll need to turn off the current Document Management System you’ve enabled first.
The documents are stored in your Document Management System so any editing of the documents must be done in there.

Unfortunately it’s a one way integration. With a document management solution (DMS) connected to your WorkflowMax account, it will automatically move your files from WorkflowMax to the DMS, and not the other way round.

The only way to stop this happening would be to disconnect the DMS, and if in future you want to get the documents back into WorkflowMax, you'll need to download them from the DMS then manually upload them to the required Documents tab.

Additional Features

feature-icon
Lead manager Track your leads, proposals and sales projections all in one place. Learn more
Client manager
Client Manager Manage your client relationships and store information about them one place and sync with other apps. Learn more
Group (1)
Quoting Send professionally branded, highly customised quotes in minutes. Learn more
Group (4)
Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
Group 272
Job, task and staff management View and manage all aspects of all jobs from one place. See at a glance what’s tracking to deadline and what jobs are running behind. Learn more
Group (2)
Time tracking Track and report on every minute, of every day, for every staff member throughout the year, with over 6 different ways to enter timesheets. Learn more
Group
Collaboration manager Send emails and attachments directly to a job or quote in WorkflowMax for everyone to collaborate. Learn more
Group (3)
Mobile Track time offsite, view jobs and contact clients and record your time on the go, from anywhere. Learn more
Group 272
Work in progress manager WIP manager allows you to easily view and manage all of your un-invoiced WIP on all of your jobs, in one place. Never miss being underpaid again. Learn more
Group 272 (1)
Invoicing Create invoices, any way you want, and send them, all in a few simple clicks. Control every aspect of your invoice, from how it looks to what information gets displayed. Learn more
Xero_icon
Xero integration Instantly and automatically keep your job management software and accounting software fully reconciled at all times with the seamless flow of information. Learn more
Group 272 (2)
Reporting Use the report builder to build any report you want in seconds. Invoice analysis, debtors, performance, time and WIP. Never miss getting underpaid again. Learn more
Group 256
Purchase orders Manage your Purchase Orders and accurately track actual costs against budgeted costs. Learn more
Group 274-1
Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
Group (4)
Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
Get started today
No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
Start free trial