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Ferret Web with WorkflowMax Solution

October 01, 2020

Author: Nicholas Stuart

Ferret Web with WorkflowMax Solution Ferret Web integrates with WorkflowMax by synchronizing Clients, Jobs, Quotes and Contacts.

WorkflowMax is an Online Project Management Software that enables you to do quoting, scheduling, time tracking, invoicing and reporting.

Learn more about WorkflowMax. Ferret Web is for WorkflowMax users that have a high volume of emails, photos, documents and invoices that need to be filed within the client, job or quote and searchable from ONE screen.

Access ALL Documents and Emails under each Client, Job and Quote Workflow Max Users view and access All documents, emails and correspondence relating to each Client, Job and Quote from Ferret Web.

• Search, filter and find documents and emails in seconds
• Toggle between related records i.e. all Jobs related to a client.
• Security Permissions enable you to control who see what records and documents
• Web based access and mobile phone friendly

Ferret Web Document Management System Screenshot

Preview Photos and other Documents and Emails Ferret Web enables users to review Photos, documents and emails easily with Document Preview. When reviewing a client, quote or job simply skip through previews of photos, emails and documents to find what you are looking for.

Screenshot of Document Preview In Ferret Web

Search through hundreds of Emails in seconds Ferret Web files and indexes emails and email attachments direct from Outlook into the client, job or quote. Indexed emails can be found by searching on Recipient, Sender, Date Range, Job number and Subject Line. Alternatively use the document previewer to scroll through many emails. Ferret “remembers” which job an email belongs to for speedy filing.

Screenshot of Ferret Web email filing direct from Outlook

Accounts Payable Invoice Approvals Process Ferret Web is tailored to manage other parts of your business including Accounts Payable. Ferret Accounts Payable Invoice Approvals System will enable you to:

• File Invoices direct from your Outlook into the relevant supplier record
• Approvers approve invoices electronically by previewing Invoices assigned to them and changing the approval status to approved.
• Statement Reconciliation tool groups invoices
• More options available – See our Accounts Payable Automation Website Page

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