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Integrations & WorkflowMax migration

Connect the tools and history your business already relies on.

Bring WorkflowMax records into a tenant-owned SignBas3 workspace and connect services including Xero and Google Drive.

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SignBas3 Integrations & WorkflowMax migration workspace
Live product workspace · BrightLine demo company
01

Guided WorkflowMax import

Keep the information and next action visible to the people responsible for moving the job forward.

02

Xero connection foundation

Keep the information and next action visible to the people responsible for moving the job forward.

03

Tenant-owned Google Drive

Keep the information and next action visible to the people responsible for moving the job forward.

How it works

A clearer operating rhythm.

  1. 01 · Prepare and inspect source data

    Maintain one connected record so commercial and delivery decisions stay aligned.

  2. 02 · Run import and resolve mappings

    Maintain one connected record so commercial and delivery decisions stay aligned.

  3. 03 · Validate representative clients, quotes and jobs

    Maintain one connected record so commercial and delivery decisions stay aligned.

  4. 04 · Connect ongoing services and invite the team

    Maintain one connected record so commercial and delivery decisions stay aligned.