WorkflowMax by BlueRock can help your business
Manage operations
- Manage customer or client relationships
Manage people
- Assign and manage jobs and tasks
- Forecast and plan future work
- Schedule or roster employees or contractors
Manage accounts, cash flow and finance
- Receive invoices or bills
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 + 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.
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