Access all your important project information quickly with centralised document management software. Great for remote working and team collaboration.
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.
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.
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.
Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
Drag the slider to select the right option for your business
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.
Access all your job-specific emails and documents from one secure place anywhere, anytime.
Never misplace a document or email again. Auto store everything against the correct client and job with just a few clicks.
Get up to 25GB of documents FREE on WorkflowMax servers so you can cut cloud storage costs.
Need additional storage capacity? Integrate with world-leading document management systems like Box, Dropbox, Google Drive.
Upload photos from your phone to the appropriate folder, and store these directly against the client and or the job in WorkflowMax.
Your client and team can access changes faster, and you can do the work you need to do anywhere in the world.
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.