WorkflowMax
135 Reviews
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JDJon Davies
Posted 17 Oct 2025
A reliable system that's going from strength to strength
We first started using WorkflowMax in our agency back in 2016 and it fast became the backbone of our job quoting, time tracking and profitability management.
When version 2 was announced and that they would be rebuilding the entire system from the ground up on a modern platform in just a year I was sceptical but oh boy did they deliver. On time and with a migration process that was well thought out and went very smoothly.
Today, the system is starting to see new features and integrations being released regularly which I think will continue to help a creative, agile business like ours to apply a little bit of structure and process to the way we work.
Response from WorkflowMax
Thank you so much for your fantastic review and for being a long-term WorkflowMax user! It’s wonderful to hear how the system has supported your agency for nearly ten years! We really appreciate your trust through the transition to WorkflowMax 2 and are delighted to hear that the migration process went smoothly. Your feedback on the new features and integrations means a lot, and we’re excited to keep building new tools that help businesses like yours thrive.
RB
Robert Burns
Posted 17 Oct 2025
I have had WFM for many years and found it a very useful tool to make the administration of my business easier to maintain
Response from WorkflowMax
Thank you for the great review, and for being a long-time WorkflowMax user! We’re so pleased to hear that the system has continued to make managing your business easier over the years. Your ongoing support means a great deal to us, and we’re glad WorkflowMax continues to be a valuable part of your operations.
DLDanny Lukic
Posted 16 Oct 2025
Great customer service/support!
Any time I need support from Workflowmax, regarding technical issues or reporting, they are helpful and thorough. Can't recommend their support team enough!
Response from WorkflowMax
Thank you so much for your 5-star review! We’re thrilled to hear that you’ve had such a positive experience with our support team. Providing help and assistance is something we take great pride in, so it’s wonderful to know it’s making a difference. We really appreciate your recommendation and your continued trust in WorkflowMax!
LS
Lesley Stinton
Posted 15 Oct 2025
A great tool!
A great add on to the business! Job/project management from quote to final sales invoice. Purchase order processing system, that keeps the costs updated throughout the job. Seamless integration with Xero. It's been a huge timesaver, streamlined processes, and saved valuable management time . Some of the dashboard figures for the individual projects could be a little clearer, but once you understand the financial summary report, it’s much easier. Advice to all, use the tutorial videos, they really help. Very glad to have stuck with WFM during the transition from Xero to Blue Rock. A great tool , I will recommend to friends or future colleagues.
Response from WorkflowMax
Thank you so much for your fantastic review! We’re delighted to hear that WorkflowMax has become such a valuable part of your business — from quoting and invoicing to purchase order tracking and integration with Xero. It’s great to know it’s saving you time and streamlining your processes. We also appreciate your feedback on project dashboard clarity — we’re always looking for ways to make insights even easier to access and understand. Thank you for sticking with us through the transition to BlueRock and for recommending WorkflowMax to others — your support means a lot!
AS
Andrew Stroud
Posted 13 Oct 2025
WFM Essential for our Business
WFM is the system we use to manage our job system. We find it very easy to use, being very intuitive. It makes the company much more efficient in being able to charge our projects correctly and when we need support, we have easy access with our issues dealt with promptly and efficiently.
For us, WFM and its links to Xero helps to optimise and streamline our business operations .
Response from WorkflowMax
Thank you so much for your wonderful 5-star review! We’re thrilled to hear that WorkflowMax has become such an essential part of your business operations. It’s fantastic that you find the system intuitive and that it’s helping you manage projects accurately and efficiently. We’re also delighted that our support team has been able to assist you promptly when needed. It’s great to see WorkflowMax and Xero working together to streamline your workflow — exactly what we aim for!
MT
Manuela Thompson
Posted 22 Sep 2025
Good App
We are initial WFM users and the integration etc was ok. Some issues but resolved. This app has some features we would like to get improved (reporting and moving Quotes or Purchase orders to different jobs). Overall very happy with good support. tks
Response from WorkflowMax
Thank you for sharing your feedback and for choosing WorkflowMax! We’re glad to hear that the integration went smoothly overall and that our support team was able to help resolve any early issues. We appreciate your suggestions around reporting and moving quotes or purchase orders, and we’ll be sure to share them with our product team as we continue to improve. It’s great to know you’re happy with the app, and we look forward to supporting your ongoing success.
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.