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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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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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FAQs
Read over our frequently asked questions to get answers quickly
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Google drive INTEGRATION

Integrate with Google Drive

Google Drive is a safe place for all your stuff. Upload photos, videos, documents, and other files that are important to you, then access what you need wherever you go, on any device. Use with WorkflowMAX to take advantage of Drive’s powerful features.

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How WorkflowMAX works with Google Drive

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

View anything

View over 30 file types right in your browser, including HD video, Adobe Illustrator and Photoshop - even if you don’t have the program installed on your computer.

Lead manager

Already integrated

Anyone using Google products is already set up for Google Drive, making it easy to install and operate.

Lead manager

Powerful search

Google Drive helps you get to your files faster by recognising objects in your images and text in scanned documents.

Lead manager

Free storage

Get going with up to 15GB of storage. Free.

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 is Google Drive a good choice for WorkflowMAX document management?

For firms already using Google Workspace, the integration keeps job documents within the same ecosystem as Gmail, Sheets, and Docs. Files benefit from Google Drive's search, versioning, and sharing while remaining linked to the relevant job in WorkflowMAX.

Is the Google Drive integration available on all plans?

Yes. Google Drive integration is available across all WorkflowMAX plans.

How does the Google Drive integration work with WorkflowMAX?

Connect Google Drive as your document management system, and files uploaded against jobs are stored in Google Drive in an organised folder structure. Access, preview, and manage documents from within WorkflowMAX's Documents tab.

Does the Google Calendar sync relate to the Google Drive integration?

They're separate integrations. Google Drive handles document storage for jobs, while the Integrated Calendar feature syncs Google Calendar events for time entry conversion. Both are available independently.

Can I switch from Google Drive to another DMS later?

Yes. Disconnect your current DMS in settings, then connect the new one. Files already stored in Google Drive remain there and can be accessed directly.

Can I access Google Drive job documents from the WorkflowMAX mobile app?

Yes. Documents stored in Google Drive are accessible from the mobile app's Documents tab. You can also upload files and photos from your device, and they'll sync to Google Drive automatically.

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Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

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