With our community of partners, you can get expert advice and training so you can be up and running in no time!

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With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Collaborate with document management software.

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

Screenshot of the document management system

All your project files securely stored in one place

Save hours of time

Automate your email and document storage processes in WorkflowMax and save heaps of time. Create your own unique account email and simply send your important attachments and emails directly to a job.

Screenshot of document configuration

Integrate with Drive, Box or Dropbox

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

Screenshot of box, Dropbox, and Google Drive integration

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.

Screenshot of storage allocations

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 document manager

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Always at your fingertips

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

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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.

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Storage is free!

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

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Choose your integration

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

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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.

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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.
Your documents are stored in your document management system so any editing must be done in there.

Unfortunately it’s a one way integration. When you connect a document management solution 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 WorkflowMax 'Documents' 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
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. 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
Group (3)
Mobile Track time offsite, view jobs, contact clients and record your time on the go, from anywhere. Learn more
Group 272
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
Group 272 (2)
Reporting Use the report builder to build any report you want in seconds including invoice analysis, debtors, performance, time and WIP. 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
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