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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!

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

Screenshot of configuring an email address

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.

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

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

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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Keep contractors in the loop

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

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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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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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Capture the conversation

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

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Everyone on the same page

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

"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 one of our product specialists.
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
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

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