invoicing-streamlined-4

Seamless email integration

Instantly connect emails to WorkflowMax by BlueRock leads, jobs or quotes

View entire email history in one click

Have every communication readily available to improve productivity

Efficient document management

Retrieve attachments and documents instantly with one click access

Keep all project information neatly in one place

Maintain an accurate, focused and organised workflow

quotes-all-quotes-Dec-20-2023-05-37-14-9904-AM
quotes-all-quotes (1)

Enhanced collaboration and visibility

Set permissions for who sees what, ensuring confidentiality

Never miss another detail and say goodbye to digging through all the emails in your inbox

Keep all stakeholders updated to promote transparency and build trust

Complete communication capture

Capture every conversation and detail so nothing gets missed

Keep everyone updated on progress

Organise all communications seamlessly

quotes-phase-Dec-20-2023-04-36-05-3073-AM
quotes-mark-forbes
I know I can save at least 15 hours per month. By having everything – leads, quotes, timesheeting, emails, documents and invoices – in one place, I can manage the client, designer, builder, and the council very easily."
Mark Forbes Contech Digital Solutions

Search Results

No results found

What happens if I want to assign an email to a job but don’t know the job number?

We have lots of different users. Can I set up multiple email addresses in the collaboration manager?

Can I assign emails to completed jobs too?

I want to clear a whole bunch of emails from the collaboration manager. Is there a quick way to do this?

Is there a way to assign an email to the client?

Frequently asked questions

What happens if I want to assign an email to a job but don’t know the job number?

We have lots of different users. Can I set up multiple email addresses in the collaboration manager?

Can I assign emails to completed jobs too?

I want to clear a whole bunch of emails from the collaboration manager. Is there a quick way to do this?

Is there a way to assign an email to the client?

Additional features

Metric item

Time tracking

Metric item

Quoting

Metric item

Lead manager

Metric item

Invoicing

Metric item

Reporting

Metric item

Time tracking

Metric item

Quoting

Metric item

Lead manager

Metric item

Invoicing

Metric item

Reporting