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WorkflowMax by BlueRock

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Reviews by verified Xero users.
2.6 out of 5 stars
95 Reviews

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Nicole Elvy
Posted 28 Nov 2024
5 out of 5 stars

Going from strength to strength

As long time implementation partners of WorkflowMax by Xero we have helped many of our clients migrate to WorkflowMax by Blue Rock. After a bumpy start, our clients are now seeing the benefits of the new platform. They are enjoying the new interface, the ability to be able customise the product to suit their business, constant new features, tweaks to the system and the commitment to continue to deliver updates. WFM is a competitive priced job management system that has visibility and insights on client/job/staff performance with a seamless integration to Xero. It's hard to beat. We are looking forward to what is to come.
One person found this review helpful.
RW
Rod Wakefield
Posted 27 Nov 2024
4 out of 5 stars

Vastly Improved Software!

WorkflowMax by BlueRock is a vastly improved Job Management Software. Like Envision Digital®, BlueRock have previously been WorkflowMax Implementation Partners with the WorkflowMax, that was owned by Xero. As such, BlueRock had an innate understanding of what was required to improve the software overall. Like any new software, BlueRock have had some challenges ironing out initial glitches. However, we need to remember that they had to build their software from the ground up under tight time deadlines. The intent of the new WorkflowMax by BlueRock Team has always been exceptional. It is a credit to all of them that WorkflowMax by BlueRock is a Vastly Improved Software! Congratulations! Rod Wakefield Managing Director Envision Digital® Certified Foundational Implementation Partners WorkflowMax by BlueRock.
One person found this review helpful.
SC
SARAH CARVILL
Posted 26 Nov 2024
5 out of 5 stars

Workflow Max - Out with the Old in with the New!

As an HR consultancy, effective time tracking is essential for our operations, and WorkflowMax has exceeded our expectations. The transition from the older platform to the updated version has been seamless and transformative. The new system is highly intuitive and packed with enhanced features, making project management and time tracking smoother than ever. While still a work in progress, the platform already provides a solid suite of tools, with even more promising updates on the horizon. The team has also gone above and beyond by providing clear, user-friendly tutorial videos to support the transition. We would wholeheartedly recommend WorkflowMax to any business looking for a reliable and efficient project management solution. Excellent and without any hiccups!
One person found this review helpful.

Response from WorkflowMax by BlueRock

Wow Sarah! Thank you for the glowing feedback. We're thrilled to hear the transition was seamless and transformative for your HR consultancy. Your kind words mean the world to us, and we’re excited to keep delivering updates and features that will make a real difference to your business and drive positive results.
LT
Liz Tobin
Posted 26 Nov 2024
4 out of 5 stars

Exciting Roadmap

I've transtioned many clients over to WorkflowMax by BlueRock. Inevitably there were issues early on, it was a huge task to get a brand new piece of software to market in a very short space of time. Getting clients through the early days was interesting! but we all got there. WorklowMax needed a forward thinking, enthusiastic, dedicated owner, and it got it with BlueRock. The roadmap is exciting with features that clients have wanted for years. Still the most solid, cost effective system around and it will only get better.
One person found this review helpful.

Response from WorkflowMax by BlueRock

Hey Liz, Thank you for your incredible support and patience throughout this journey. Launching a brand-new platform is no small feat, and we’re so grateful to have passionate software champions like you by our side every day! The exciting roadmap ahead is focused on delivering the features you and your clients have been waiting for, and we’re committed to making the system even better. Here’s to turning that 4-star into a shining 5-star! 💚
KB
Kirsten Barrie
Posted 24 Nov 2024
5 out of 5 stars

New & Improved: WorkflowMax by BlueRock Is the Right Choice for Professional Services (Nov 2024)

As someone who has been implementing WorkflowMax for clients since 2014, I’ve had the opportunity to witness its evolution firsthand. The relaunch under BlueRock has been nothing short of impressive. Rebuilding an app from the ground up in just a year is no small feat, and the result is a modern, robust solution for managing professional services businesses. BlueRock is a $20MM entrepreneurial advisory firm specializing in accounting, law, and wealth management. Having implemented thousands of WorkflowMax accounts themselves, they brought a wealth of customer experience and firsthand understanding of the challenges with the original app. This made them the perfect team to rebuild the platform, addressing issues that many of us had struggled with for years. As one of the first Xero-certified advisors in the U.S. (back in January 2013!), I’ve worked extensively with cloud-based apps, developing a sharp sense for distinguishing well-developed solutions from those that miss the mark. BlueRock has done an exceptional job recreating the one-of-a-kind database that underpins WorkflowMax while overlaying a familiar and improved user experience on top of it. While there are still items on the roadmap, the team is transparent about what’s coming. They maintain a clear and accessible list on their website, provide monthly YouTube updates about new releases, and stay user-focused. They are also very receptive to feature requests and have already implemented several improvements suggested by users. It’s clear they’re not just maintaining the product but actively enhancing it to better meet the needs of businesses. For me, the real highlight is how seamless WorkflowMax is to implement now. Like any project management app worth its salt, it requires some know-how to set up the system to reflect your specific business processes. However, the setup process is now much easier, and the improved user experience makes training clients on the platform far more straightforward. The integration with Xero transforms WorkflowMax into a true end-to-end solution for managing projects and finances. Combined with additional apps that extend its functionality, it’s a flexible tool that can scale with your business needs. If you’re a professional services firm looking for a project management platform that works seamlessly with Xero, WorkflowMax is absolutely worth exploring. BlueRock’s dedication to improving the user experience is evident, and the app is stronger for it.
One person found this review helpful.

Response from WorkflowMax by BlueRock

Hey Kirsten, thank you for sharing your journey and kind words! It’s an honor to receive such high praise from someone with your experience. Rebuilding the app was no small task, and we’re thrilled the improved user experience, streamlined setup, and Xero integration are making an impact. Your recognition of our transparency and dedication to user feedback means so much. Thank you for being a champion of our platform, we’re excited to keep improving and supporting your success! 💪🚀
MH
Murray Hey
Posted 24 Nov 2024
5 out of 5 stars

10 years on and still going strong

I've been using WorkflowMax for over 10 years in my marketing consultancy, and it continues to be a reliable tool that is the core of all our operations. It’s straightforward to use, and it manages everything for us from quoting through to invoicing - all in one spot. All of the features that we used from the old version are available in the new version and working well for us but excited to see the new features that are being worked on and that there are still further improvements to come. Highly recommend
One person found this review helpful.

Response from WorkflowMax by BlueRock

Hi Murray, thank you for being such a loyal customer for over 10 years. What an incredible milestone! We’re thrilled to hear that the platform continues to be the backbone of your operations and that the transition to the new version has been smooth. Your excitement for upcoming features means the world to us, and we’re committed to delivering even more improvements to support your success. Thanks for the recommendation, it truly inspires us to keep going strong! 💪
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