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FEATURES

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Estimating and quoting
Send professional, customisable quotes, estimates & budgets in minutes
Xero and QuickBooks integration
Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling
Customisation
Personalise quotes, invoices, reports and more so you can run your business your way
Time tracking
Capture every minute of every day and never miss a second of chargeable time again
Document management
Access all your important project information quickly with centralised document management
Reporting and dashboard
Stop losing money and make better business decisions based on real-time data and reports
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

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Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles

Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive

Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Dropbox

Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

Resources

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Keep up-to-date on the latest news, product updates, and announcements
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Implementation options - coming soon
View the range of ways to get WorkflowMAX setup, DIY, guided and bespoke options available
Find a partner
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WorkflowMAX academy
Bolster your knowledge and use of WorkflowMAX with free online training courses
Visit the help centre
Learn how to configure and use WorkflowMAX and search a wide range of help topics
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Raise a ticket with our support team for help or technical product information
FAQs
Read over our frequently asked questions to get answers quickly
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Sharepoint INTEGRATION

Connect WorkflowMAX with Microsoft SharePoint

Sync your documents automatically between WorkflowMAX and SharePoint. Keep your team aligned with centralised file management and real-time document access.

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How WorkflowMAX works with SharePoint

Both of these two tools goes hand in hand to make your job and work more easier and better. Here’s how:

Keep everything synced automatically.

Keep everything synced automatically.

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Save time

No manual file transfers or duplicate uploads.

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Stay organised

Automatic folder structure that mirrors your workflow.

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Work together

Leverage SharePoint collaboration while managing your workflow in WorkflowMAX.

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Stay secure

Enterprise-grade security with SharePoint permissions.

Lead manager

Three simple steps to document syncing

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Connect your SharePoint account

Open Integrations in WorkflowMAX settings, select SharePoint, and authenticate with your Microsoft 365 account. Secure OAuth authentication. Less than 3 minutes.

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Configure your document library

Choose your SharePoint site, select your document library, and pick a root folder for your documents. Folders are created automatically for your Clients, Jobs, POs, Suppliers, Quotes, and Leads.

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Start syncing documents

Upload a file in WorkflowMAX, it appears in SharePoint. Add a file to SharePoint, your team accesses it directly from WorkflowMAX. Bidirectional sync in real-time.

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Who benefits from SharePoint Integration?

Join hundreds of professional services firms streamlining their document workflows with WorkflowMAX integrations.

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Professional services firms

Store client contracts, project deliverables, and compliance documents in SharePoint while managing your workflow in WorkflowMAX.

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Creative agencies

Manage design files, client briefs, and approval documents across both platforms. Your team gets SharePoint's collaboration tools without leaving their workflow.

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Consulting teams

Keep proposals, reports, and project documentation organised with automatic syncing and version control.

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Teams already using Microsoft 365

If your business relies on SharePoint for document management, this integration brings your workflows and file storage together seamlessly.

Lead manager
WorkflowMAX has transformed how my clients manage projects. Its powerful features streamline every aspect of job management at an unbeatable value. The pricing is incredibly reasonable for the efficiency and control it brings to business operations.

Michelle JV Rensberg

Nimacc Business Intelligence

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Frequently asked questions

Why would a firm choose SharePoint over other document management options?

Firms already invested in Microsoft 365 benefit from having job documents live alongside existing SharePoint files, Teams channels, and OneDrive. The bi-directional sync means staff can access project documents from either platform, and IT teams maintain consistent security and governance policies.

Can I disconnect the SharePoint integration later?

Yes. Disconnect at any time from integrations settings. Existing files remain in both platforms.

Will connecting SharePoint affect my existing WorkflowMAX documents?

Documents previously uploaded to WorkflowMAX will need to be migrated to SharePoint into the respective client and job folder structure. Once migrated, all future documents sync bi-directionally.

Can I choose which SharePoint site and library to use?

Yes. During setup you select your preferred SharePoint site, document library, and root folder. Full control over where WorkflowMAX documents are stored within your Microsoft 365 environment.

Which WorkflowMAX plans include the SharePoint integration?

SharePoint integration is available on Professional and Advanced plans.

How does the SharePoint integration work with WorkflowMAX?

The SharePoint integration syncs documents bi-directionally and in real time between WorkflowMAX and your chosen SharePoint site and library. Files uploaded in either platform appear immediately in the other, organised within the folder structure you configure during setup.

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Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

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