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WorkflowMax by BlueRock

By WorkflowMax by BlueRock
2.69 out of 5 stars
 101 reviews
Free 14 day trial available
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Take control of your business with the new WorkflowMax by BlueRock, the all-in-one job management solution for Xero users. Save time, boost performance, improve profitability, and reduce admin headaches with new features, cost-effective pricing, and an upgraded interface for a better experience.
Rated
2.7
out of 5
Reviewed by
101
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
September 2023

WorkflowMax by BlueRock can help your business

  • Manage operations

    • Manage customer or client relationships

  • Manage people

    • Assign and manage jobs and tasks
    • Forecast and plan future work
    • Schedule or roster employees or contractors

  • Manage accounts, cash flow and finance

    • Receive invoices or bills

Overview

Introducing WorkflowMax by BlueRock. The newest cloud-based professional services and construction job management software on the market. It's easy to use, connects with all your favourite apps, and most importantly, gives you time back to focus on the things you love most.

When Xero announced WorkflowMax’s retirement in June 2024, BlueRock acquired the brand and stepped in to reimagine the platform. Now called WorkflowMax by BlueRock, it retains the features you love with a sleek design and modern technology.

It's been rebuilt from the ground up, based on feedback from over 3,000 customers, the new WorkflowMax is more efficient, reliable, and user-friendly than ever before.

Backed by a passionate global team and substantial investment, our roadmap is packed with innovative new features to help your business thrive. Rest assured, WorkflowMax is not going anywhere – it's here to stay, stronger than ever!

What you'll love about WorkflowMax by BlueRock

Similar features you trust with no hidden costs

Enjoy a familiar set of tools with an upgraded and intuitive user experience and the same cost-effective pricing plans.

Comprehensive job management, all-in-one place

  • Manage leads - forecast your sales pipeline effortlessly.
  • Quotes and estimates - create accurate quotes in minutes.
  • Jobs and scheduling - organise projects and assign resources easily.
  • Time tracking - track time with six simple methods.
  • Cost management - monitor job costs to stay profitable.
  • Invoicing - simplify your billing process to save time and get paid faster.
  • Reporting - gain insights into productivity, profitability, and business performance.

Integrate with your favourite tools

  • Xero: Seamless invoicing and expense tracking.
  • Airwallex: Faster, low-cost payments.
  • HubSpot: Sync leads and deals.
  • SuiteFiles: Manage documents with ease.
  • EzzyBills: Automate bills and receipts.
  • Google Drive, Box, Dropbox: Sync your documents.
  • PlanRight: Drag-and-drop scheduling.
  • Runn.io (beta): Advanced project planning.
  • Dashboard Insights: Smarter business reporting.
  • Zapier coming soon:

Ideal for service-based businesses

Perfect for industries like engineering, architecture, consulting, creative agencies, landscaping, residential building, and many many more beyond. We have over 80 different industries using the software.

Enjoy better business insights and a community of experts

Gain greater visibility into productivity, profitability, and overall performance. Access a vibrant community of advisors and implementation partners to guide you.

Rebuilt with best-in-class technology

Developed from scratch on state-of-the-art cloud infrastructure by Amazon Web Services (AWS).

Top-tier security standards

Your important data is safeguarded with Xero-level security compliance.

WorkflowMax by BlueRock
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WorkflowMax by BlueRock + Xero

Integrate WorkflowMax with Xero for seamless business operations. Sync client and financial data, streamline invoicing, and gain real-time insights into job costing and profitability. Track time, manage projects, and invoice clients directly from WorkflowMax. Enhance team collaboration and decision-making with comprehensive reporting and analysis features.

Getting started

WorkflowMax by BlueRock + Xero integration Save time, eliminate double handling and gain complete visibility over every step in your business. From job costing through to your cash flow and management accounts by using the WorkflowMax by BlueRock <> Xero integration.

WorkflowMax by BlueRock and Xero - always fully reconciled In the new integration, customer payments against sales invoices in Xero are automatically synced with the corresponding sales invoice in WorkflowMax by BlueRock, automatically keeping both systems reconciled at all times.

Seamless cost management Entering your suppliers' invoices into WorkflowMax by BlueRock will correctly update your job profitability reporting and create a bill payable in Xero. Two birds. One stone!

All systems in sync - at all times You'll be confident that your job profitability reporting is always accurate in WorkflowMax by BlueRock. And that your enterprise profitability reporting is always accurate in Xero. Achieve both at all times with a single integrated process.

Export timesheet data to Xero payroll Available in AU, coming soon to NZ and UK soon.

Screenshot 1 for app WorkflowMax by BlueRock

Reviews & ratings

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2.7 out of 5 stars
101 Reviews

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Most recent reviews

MS
Meaghan Siemensma
Posted 18 Feb 2025
5 out of 5 stars

WFM2: Intuitive and Easy to Use

I find WFM2 straightforward for daily use, with a smooth workflow that makes it easy to learn. The time tracking feature is particularly useful for billable work, and the tutorial videos provide helpful guidance when needed. Its user-friendly design makes workforce management more efficient. I look forward to the scheduling functionality.

Response from WorkflowMax by BlueRock

Hi Meaghan, thanks so much for your positive feedback! We're thrilled to hear that you find WFM2 intuitive and easy to use, and that the time tracking feature and tutorial videos are adding value to your daily work. Your kind words really encourage our whole team as we continue to enhance the product. Great news on the scheduling front - we’re really close to the full release of this feature! I'll make sure you're added to the beta so you can have a play and share your thoughts. Thanks again for your support and keep the feedback coming! 👏👏
HH
Helen Hennessey
Posted 11 Feb 2025
3 out of 5 stars

Improving all the Time - but there is a way to go yet

This is a replacement of my earlier 1 star review last year. We initially found many areas of the new product problematical (bugs) or incomplete - it was obvious that the help desk was completely swamped and issues were languishing for months. I have since found that the product is being improved all of the time and we are getting more issues resolved. There is definitely still a way to go towards a fully formed product and a responsive help desk but our experience of both has been improving and hopefully this will continue in this direction.

Response from WorkflowMax by BlueRock

Hi Helen, thanks so much for updating us with your feedback. We're delighted to hear you're noticing our daily improvements and refinements. We really appreciate our monthly syncs. Your insights as a power user are invaluable as we continue building the product to meet many use cases and individual needs. Also pleased to report that our support response times are now back to normal after the migration period, sometimes even faster than with the old product! We hope to turn your 3-stars into a 5-star soon. Thanks again for your input and for sticking with us 😊
BD
Becky Dwyer
Posted 11 Feb 2025
1 out of 5 stars

Total Lack of Support

I am used to being ignored, but BlueRock really takes it to the next level! We constantly have errors in exporting items, and if (IF!) they chose to reply to queries then the best we can get is "sorry". Usually it's not even that - we get an automated "we're experiencing a high number of emails" - no kidding! Cause this is buggy like a picnic on an anthill! It is too easy to chose 20% VAT on Income instead of 20% VAT on Expenses on a purchase order with dozens of lines on it - if just one is off, then the whole purchase order needs to be re-done. Not cool! Look, when it works, it works fine. But when it doesn't there is almost no way to repair it. Nobody is perfect, and expecting perfection from the sales staff is simply next level poor.

Response from WorkflowMax by BlueRock

Hi Becky, thanks for your feedback – hearing you loud and clear! We understand that having to delete a whole PO is sometimes as frustrating as ants at a picnic 🐜. Our Head of Customer Success will be in touch soon to learn more about your experience and see where we can help. There's already PO improvements in our development pipeline which should make the functionality much more flexible for you soon. We appreciate your input and are committed to making things better for you.
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Additional info

Shared data

Xero
WorkflowMax by BlueRock
Invoicesshared from Xero to WorkflowMax by BlueRock and from WorkflowMax by BlueRock to Xero
Contactsshared from Xero to WorkflowMax by BlueRock and from WorkflowMax by BlueRock to Xero
Accountsshared from Xero to WorkflowMax by BlueRock
Tracking Categoriesshared from Xero to WorkflowMax by BlueRock
Tax Ratesshared from Xero to WorkflowMax by BlueRock and from WorkflowMax by BlueRock to Xero
Receiptsshared from Xero to WorkflowMax by BlueRock and from WorkflowMax by BlueRock to Xero
Paymentsshared from Xero to WorkflowMax by BlueRock
Employeesshared from Xero to WorkflowMax by BlueRock
Currenciesshared from Xero to WorkflowMax by BlueRock
Credit Notesshared from Xero to WorkflowMax by BlueRock

Functions

Invoicing and jobsTime tracking

Industries

Professional servicesProperty and realtyConstruction and trades

App details

By WorkflowMax by BlueRock
Added in 2023

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@workflowmax2.com

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