WorkflowMax by BlueRock can help your business
Sell products and/or services
- Provide products or services
- Generate a quote or proposal
Manage operations
- Manage customer or client relationships
Manage people
- Schedule or roster employees or contractors
Manage accounts, cash flow and finance
- Receive invoices or bills
Overview
When Xero announced its intention to retire WorkflowMax in June 2024, the BlueRock team seized the opportunity to acquire the brand and develop a revamped job management product: WorkflowMax by BlueRock. Retaining all the features and functionalities you've come to know and love, we've revitalised the entire user experience with enhanced design and new technology. Engineered from over 3000 pieces of customer feedback to make sure what we are building will be even more efficient, more reliable, and easier to use than ever before.
Backed by an enthusiastic, ever-expanding global team and considerable investment, our roadmap is brimming with new innovative features. Rest assured, WorkflowMax is not fading away-it's most definitely here to stay!
Xero customers interested in migrating to our comprehensive yet familiar job management solution can benefit from 50% OFF the subscription rate for three months*, as well as utilise our complimentary, user-friendly migration wizard.
What you'll enjoy:
A familiar set of features but with an improved user experience.
We are committed to keeping the price point the same with no additional costs. We’ll make it simple and easy for you to upgrade to your new home for job management, for the same cost-effective price.
An all-encompassing platform to handle your leads, quotes, jobs, scheduling and, time tracking, invoicing, reporting, and more.
Seamless integration with Xero's accounting software.
Ideal for a broad spectrum of service-based sectors, including engineering, architecture, business consultancy, creative agencies, design, landscaping, residential building, and many more.
Increased visibility into your team's productivity, profitability, and overall business performance.
A vibrant community of advisors and implementation partners ready to support your migration journey.
The new product is being rebuilt from the ground up using best-in-breed technology and cloud based infrastructure like Amazon Web Services (AWS).
Tap into a thriving ecosystem of other apps you can add-on to WorkflowMax to really power up your business.
Compliant with Xero's top tier security standards to keep your important data safe and secure.
*All Xero customers migrating before 26 June 2024 will receive 50% off their subscription for the first three months, along with free migration support.
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.
Register your interest to find out more about the new WorkflowMax by BlueRock <> Xero integration.
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Invoices stopped syncing to Xero
Response from WorkflowMax by BlueRock
Big Mistake
Response from WorkflowMax by BlueRock