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WorkflowMax by BlueRock

By WorkflowMax by BlueRock
2.33 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.
Rated
2.3
out of 5
Reviewed by
79
Xero users
Try this app
Free trial
available
Listed for
1 year
September 2023

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

2.3 out of 5 stars
79 Reviews

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Most recent reviews

MF
Mark Forbes
Posted 1 Nov 2024
5 out of 5 stars

Why All The 1-star Reviews?

Wondering why there are so many 1-star reviews for the new WorkflowMax by Blue Rock? Its because BlueRock were given the almost impossible task of completely rewriting the old, outdated software from scratch in around 15 months. The alternative was to allow the product to be deprecated, and WorkflowMax was way too good to allow that to happen. Everyone I talked to said it could not be done - they would need at least 2 years to build and then migrate everyone, they said. And they were right. When the 15-month migration deadline arrived, as many of the 1-star reviewers will tell you, the software was indeed incomplete, slow and buggy. Three months later, the software is now super fast, almost completely bug free, and boasts a long list of new features that we all wish had been built into the old software a long time ago. I have been using WorkflowMax for 12 years and I am very grateful that WorkflowMax was saved from an inglorious end, even if the transition was rocky for a time. The 1-star reviewers experienced WorkflowMax at its very lowest point, and they had every right to be upset and frustrated. Now that the transition period is fully complete, you can experience a WorkflowMax that is better than it has ever been. Even better, the latest-tech new platform will once again expedite future upgrades to the software on a regular cycle - something that was not possible previously.
2 people found this review helpful.
JB
Jonathan Bennett
Posted 30 Oct 2024
5 out of 5 stars

Great system

Great system for productivity and time tracking.
One person found this review helpful.
PG
Paul Graham
Posted 28 Oct 2024
5 out of 5 stars

WFM2 is great

We have used WFM for many years. It is great to see the enthusiasm and improvements by the Blue Rock team in a short time.
2 people 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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