Because every email filed via Collaboration Manager is attached to the relevant job alongside timesheets, costs, and invoices, a new team member or auditor can see the full project history in one place. The communication record builds itself as work happens, rather than requiring manual filing.

Yes. Bulk actions let you select and delete or reassign multiple emails at once, keeping your unassigned queue clean without processing them individually.

Yes. When an email is filed against a job, attachments are automatically stored in that job's Documents tab. If you've connected a DMS like Google Drive, Dropbox, or SharePoint, attachments flow into your configured platform and remain accessible from within WorkflowMAX.

Yes. Emails that don't match a job number land in the Collaboration Manager inbox. From there, allocate them to the correct job, quote, lead, or client once the record exists. You can also set up notifications for unassigned emails so nothing sits unprocessed.

Professional services work generates high volumes of email scope discussions, approvals, change requests, client instructions that often form part of the project record. Losing or misfiling these creates risk in disputes, audits, and handovers. Collaboration Manager ensures every relevant email is attached to the job it relates to, creating an auditable trail without relying on individual staff to maintain folder structures.

Yes. Emails sent to your WorkflowMAX address can be automatically allocated to jobs or leads based on reference numbers, or manually assigned to any job, quote, lead, purchase order, or client from the Collaboration Manager. Even emails without a reference number can be captured against the right record, keeping every conversation thread traceable.

WorkflowMAX lets you set up a unique @emailworkflowmax.com address for your organisation you choose the prefix. Forward or CC any email to this address with the job number in the subject line, and the email plus attachments are automatically filed against that job's notes and documents. This creates a centralised, searchable communication trail for every engagement.