





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



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