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WorkflowMax

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Reviews by verified Xero users.
3.1 out of 5 stars
131 Reviews

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Andrew Stroud
Posted 13 Oct 2025
5 out of 5 stars

WFM Essential for our Business

WFM is the system we use to manage our job system. We find it very easy to use, being very intuitive. It makes the company much more efficient in being able to charge our projects correctly and when we need support, we have easy access with our issues dealt with promptly and efficiently. For us, WFM and its links to Xero helps to optimise and streamline our business operations .
MT
Manuela Thompson
Posted 22 Sep 2025
4 out of 5 stars

Good App

We are initial WFM users and the integration etc was ok. Some issues but resolved. This app has some features we would like to get improved (reporting and moving Quotes or Purchase orders to different jobs). Overall very happy with good support. tks

Response from WorkflowMax

Thank you for sharing your feedback and for choosing WorkflowMax! We’re glad to hear that the integration went smoothly overall and that our support team was able to help resolve any early issues. We appreciate your suggestions around reporting and moving quotes or purchase orders, and we’ll be sure to share them with our product team as we continue to improve. It’s great to know you’re happy with the app, and we look forward to supporting your ongoing success.
SL
Stephen Ladd
Posted 18 Sep 2025
5 out of 5 stars

Continuous Improvement

We are a mid-size tradeshow and convention services company. It is a pleasure to see the improvements to the software roll out seamlessly and on schedule. We use this as our estimating tool and to capture historical data for forecasting. The Xero integration is key.

Response from WorkflowMax

Thank you for sharing your experience with WorkflowMax! We’re thrilled to hear that the regular improvements are rolling out smoothly and supporting your estimating and forecasting needs. It’s great to know the Xero integration is proving so valuable for your team. We truly appreciate your feedback and look forward to continuing to deliver updates that help your business thrive.
AV
Angela Vile
Posted 10 Sep 2025
5 out of 5 stars

Streamlining our Workflows

Workflowmax has been central to the streamlining of our workflow processes. It gives visibility across our team to know what stage a job is at. We have been able to easily remove most of our paper-based systems and access our information from anywhere. Our teams often work remotely, so to be able to give them job information electronically and not have separate systems has helped us immensely.

Response from WorkflowMax

Thank you for sharing such thoughtful feedback! We’re delighted to hear that WorkflowMax has helped streamline your processes, reduce paper-based systems, and give your team clear visibility on job progress—especially with remote work. It’s great to know that having everything in one accessible platform is making such a positive difference for your team. We truly appreciate your support and look forward to continuing to help your workflows run smoothly.
GK
Glen Keeley
Posted 4 Sep 2025
5 out of 5 stars

The backbone of our Agency

We have used WorkflowMax for many years at our agency Cavalry and it fits us very well. Easy to use for everyone, and keep getting better with the ongoing tweaks.

Response from WorkflowMax

Thank you for your fantastic review and for being such a long-time WorkflowMax user! We’re thrilled to hear that the platform continues continues to deliver for you and that the ongoing improvements are making a difference. Your support and feedback mean a lot to us, and we look forward to helping Cavalry thrive for many more years.
NE
Nicola Ebert
Posted 3 Sep 2025
5 out of 5 stars

Excellent product for small business use

I have used WorkflowMax for approximately 15 years-now WFM by BlueRock. I have found the programme easy to use, initially assisted by a company (Equation) who visited to work out the best solution for me to time keep and for invoicing and on their recommendation. (I am a lawyer). That company also assisted with the migration to BlueRock. Highly recommended

Response from WorkflowMax

Thank you for sharing your wonderful feedback and for being a loyal WorkflowMax user for so many years. We’re delighted to hear that the transition to the new WorkflowMax has been smooth and that the system continues to meet your needs for timekeeping and invoicing. It’s fantastic to know that our partners at Equation were able to support you through setup and migration. Your recommendation means a lot to us, and we look forward to supporting you for many more years to come.
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.