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WorkflowMax by BlueRock

By WorkflowMax by BlueRock
2.64 out of 5 stars
 99 reviews
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
99
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.

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.

Export timesheet data to Xero payroll Available in AU, coming soon to NZ and UK soon.

Screenshot 1 for app WorkflowMax by BlueRock

Reviews & ratings

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2.6 out of 5 stars
99 Reviews

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Most recent reviews

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.

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.
BH
ben hobill
Posted 7 Jan 2025
1 out of 5 stars

Just Not Good Enough

Lots of 5* reviews on here that don't look legit to me. Software is buggy, slow and in some ways 1998 quality. I'm a builder & I've been using WFM for 5 years, the improvements made with the changeover to WFM2 are minor and make little difference for me, but the amount of simple features that have disappeared make a big difference. Eg. I have about 300 PO's for a particular job, WFM2 lists them in a completely random order and there's no way to filter them, so if I need to find a particular PO I have to scroll through 300 lines to find it. If you think that's acceptable for 2025 software then jump on in, otherwise AVOID!
One person found this review helpful.

Response from WorkflowMax by BlueRock

Hi Ben, appreciate you taking the time to share your thoughts, there's no smoke and mirrors here, all reviews are 100% real. We totally get that change can be frustrating, and we’re not here to sugarcoat it - WorkflowMax by BlueRock is a brand-new product, and while we’ve almost hit feature parity, we know there’s more to do and we're not stopping. Good news - the filtering issue you mentioned is fixed. No more scrolling through a sea of POs. And in this year in 2025, we’re going full throttle on improvements that we hope will actually move the needle for you. We’d love to hear more about what’s not working for you, someone in our leadership team will be in touch to chat.
JP
Jena Peskett
Posted 13 Dec 2024
5 out of 5 stars

Personalised Content

Alex is always a great help whenever I've needed assistance. Always so happy to take the time to explain things thoroughly or to make a video specifically for you, guiding you through a process. It makes such a difference having a person to reach out to rather than a bot. I'm a huge fan.

Response from WorkflowMax by BlueRock

Hi Jena, thanks for your kind words! We’re so glad Alex has been able to provide the support you need - personal, helpful, and bot-free! We’ll be sure to pass this on. Appreciate you being a fan!
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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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