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WorkflowMax by BlueRock

By WorkflowMax by BlueRock
2 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
2.0
out of 5
Reviewed by
41
Xero users
Try this app
Free trial
available
Listed for
9 months
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

2.0 out of 5 stars
41 Reviews

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Most recent reviews

DS
David Spencer
Posted 14 Jun 2024
1 out of 5 stars

Crikey???

Terrible. This product is littered with 'coming soons' and is a long way from being ready. We've been using word documents as custom quote templates and, from what I can tell, these can no longer be used. It can't even calculate what 6.5% of a value is accurately when looking to generate an invoice across to WFM. 12 days to go.... really? This could result in a class action against these guys as none of us would ever have expected it to be in this state. We are forced to use the old WFM for now and look for an alternative. It is THAT bad.
2 people found this review helpful.
RT
Rosie Twist
Posted 14 Jun 2024
1 out of 5 stars

Downgrade from the old system

- Boots staff out of jobs randomly - Timer doesn't work half the time or stops midway through/deletes itself???? - Multiplies staff time randomly - Hard to access and to navigate compared to the old app - Slow loading on everything
One person found this review helpful.
LM
Loretta Murphy
Posted 13 Jun 2024
1 out of 5 stars

Migration Looming

With the final migration date looming, the cut off from WFM has severe and dire consequences for our business. BlueRock is not ready to be rolled out even to provide the most basic functions that we currently use. The BR team may be working diligently behind the scenes but to have so many functions simply not working and EOFY fast approaching this rollover is going to have a severe impact on our business. We were promised many great things with BlueRock. They gave no indication that they were rebuilding this product only enhancing it. We did think from the marketing that we were in good hands and were excited for a better product. This is far from where we sit now with a barely functioning software system.
6 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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