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Collaboration manager will keep you organised.

Collaborate and share information easily. Send emails and attachments to leads, jobs or quotes and always see a complete history of your communications - all in one place!


Connect your emails to a job within WorkflowMax – automatically

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'.

Screenshot of the collaboration option in the menu

Enter your email

Add a word before '@emailmyjob.com' (eg your company name) and click 'save'. Select a timezone (for your main office perhaps) from the dropdown list.

Screenshot of configuring an email address

Start sending

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

Screenshot of sending an email

View email history

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

Screenshot of email history

Got an attachment?

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

Screenshot of email attachments

WorkflowMax pricing

See 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.
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Six reasons you’ll love WorkflowMax collaboration manager

Icon of handshake

Bring clients on board

Let your clients log in and see progress on their job, anytime, anywhere.

Icon of phone with adjacent heart

Keep contractors in the loop

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

Icon of thumbs up

Streamline projects

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

Icon of a shield with the user inside

Manage permissions

You've got complete control over who sees what information. That's goes for both your staff and your clients - you share the permissions you want.

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Capture the conversation

Never miss another detail and say goodbye to digging through all the emails in your inbox.

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Everyone will be on the same page

Create more trust and transparency by making sure everyone is up to date on project information and progress.

"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

Got questions? We have answers!

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

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 us.

Unfortunately you can’t bulk delete emails in the collaboration manager. You will need to press 'X' for each.
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.

Additional features

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 in one place. Learn more
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Quoting Send professionally branded, highly customised quotes in minutes. Learn more
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Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
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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. Choose from six different ways to enter timesheets. Learn more
Collaboration manager Send emails and attachments directly to a job or quote so everyone can collaborate. Learn more
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Mobile Track time offsite, view jobs, contact clients and record your time on the go, from anywhere. Learn more
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Work in progress manager WIP manager lets you easily view and manage all of your un-invoiced work in progress on all of your jobs. Don't get 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 from how your invoices look to what information gets displayed. Learn more
Xero integration Link with Xero to instantly and automatically keep your job management and accounting data fully reconciled at all times. Learn more
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Reporting Use the report builder to build any report you want in seconds including invoice analysis, debtors, performance, time and WIP. Learn more
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Purchase orders Manage your purchase orders and accurately track actual costs against budgeted costs. Learn more
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Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
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Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
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