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WorkflowMax by BlueRock

By WorkflowMax by BlueRock
2.65 out of 5 stars
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
2.6
out of 5
Reviewed by
100
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
September 2023

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.

Reviews & ratings

2.6 out of 5 stars
100 Reviews

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Most recent reviews

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.
LM
Loretta Murphy
Posted 29 Jan 2025
4 out of 5 stars

Getting There!

I was very skeptical that this program would ever be workable for our business after migration. It was a disaster to start and really hard to run our business. But the team have worked hard and it has improved every week. I find it functional with some new features (hopefully more to come) and the help desk team is now responsive and quick to answer. I'm really happy with how far it's come in 6 months and looking forward to further improvements. I'm confident that they will deliver a fabulous solution.
2 people found this review helpful.
LC
Louise Chapman
Posted 24 Jan 2025
1 out of 5 stars

Almost destroyed our business

The platform wasn’t sending our client invoices despite showing it had. No emails to advise of the issue, just some stupid small banner on the site (which is always there so I take little notice of it). We had $100k of invoices not paid because of their error and on contacting them to request a refund to compensate for the extra overdraft interest and time incurred to have to manually follow every client up, they really couldn’t have cared less and refused our request for a refund. Disgraceful platform, you expect the critical basics like this to work.
One person found this review helpful.

Response from WorkflowMax by BlueRock

Hi Lousie, We're really sorry to hear about your experience and understand how frustrating this must have been for your business. We did share updates through an alert banner with steps to check for any issues, but we regret that this wasn’t enough in your case. While our system sends out 100% of emails, sometimes they get blocked or filtered on the recipient’s end, which is unfortunately a little more out of our control. That said, we’re actively working with Microsoft and Google to improve email delivery and reduce the chances of messages landing in spam. We appreciate you bringing this to our attention, and our team will be reaching out to you personally to discuss this further and make sure we address all your concerns.

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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14 day free trial available

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.