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WorkflowMax by BlueRock

By WorkflowMax by BlueRock
2.14 out of 5 stars
Free trial available
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Introducing the new era of WorkflowMax by BlueRock, engineered specifically for Xero users seeking a seamless transition to a new all-in-one job management platform. Benefit from familiar features and pricing, but an enhanced user interface for an even smoother operation.
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71
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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
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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

2.1 out of 5 stars
71 Reviews

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Most recent reviews

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Alex White
Posted 22 Jul 2024
5 out of 5 stars

Constant Improvments

They have been amazing at keeping us informed of the updates that have been completed, and those that are in the works Millie has been amazing at answering our queries Worth dealing with the teething issues!
HC
Harley Clements
Posted 21 Jul 2024
5 out of 5 stars

Continuously Improving! Stick with these guys.

We had used the old Workflowmax for over 10 years. Obviously there was going to be some teething issues as you would expect, and there was. However, we have found that the customer support from Workflowmax has been very supportive and they seem to be working extremely hard to get everything resolved. There have been so many updates continuously since we switched over about 5 months ago, that I am positive as time goes on they will ensure this software is going run as smooth as possible! I would recommend sticking with them as this software will just get better and better.
TA
Tony Aislabie
Posted 19 Jul 2024
4 out of 5 stars

Functional and Improving Each Week

I agree with Samuel Schlecht's comments from 17 July. We are a small business and have found the software functional for what we are doing at the moment. We probably don't use all the features that a larger business may do, but it is doing the basic job for us. Some things are functioning better than the original WFM, most importantly, issues are being rectified and if updates continue as they currently are then I think it will be a good piece of software by the end of the year. While there have been some delays in getting issues resolved, I have been impressed with most of the staff I have been in contact with. I have had phone calls with multiple people, had people following up via phone or e-mail and our main issues have been addressed. I don't think you could ask for more given how under prepared Blue Rock were. Sure, I question the beta testing process and the spin on how good things were going prior to the cut off, but dealing with issues now gives me confidence going forward.
One person found this review helpful.

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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