You’re on the South Africa site
Select a region

WorkflowMax by BlueRock

By WorkflowMax by BlueRock
2.74 out of 5 stars
Free 14 day trial available
Get this app
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
2.7
out of 5
Reviewed by
104
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
September 2023

WorkflowMax by BlueRock can help your business

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
Play Video
, opens in a dialog

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

2.7 out of 5 stars
104 Reviews

Sort and filter

Rating
Sort

Most recent reviews

SS
Sylvia Smith
Posted 5 Mar 2025
3 out of 5 stars

Clunky & Confusing

Unfortunately this version of WorkflowMax is a step backwards. The original version was so much better. It is so unintuitive. I've used WorkflowMax in my own business and two of my clients also use it. It's really clunky to use. Luckily I chose to use Xero Projects for my business, but still have to use WFM for my clients. Takes me twice as long to do monthly invoicing than it used to do.
MT
Monica Torres
Posted 3 Mar 2025
5 out of 5 stars

New to WorkflowMax - Support is Great

Our implementation had a few issues that we had to go to support on and their response was very good! These were user related errors and did cause some problems for us, but support answered quickly and even provided their answers at times with videos that truly were beneficial. Support gets a A++ for us and the system is working well at this time.
KW
Kathryn Williams
Posted 3 Mar 2025
5 out of 5 stars

Global best practice program supported by an awesome team

WorkflowMax is best in class. If you want an easy-to-use, great user experience program to manage your jobs through to profit - WorkflowMax is the system for you; supported by a team of global experts available to support you and your team whenever you need it.

Response from WorkflowMax by BlueRock

Thank you so much for your fantastic 5-star review! 🌟 We're delighted to hear that you're having such a great experience with WorkflowMax. It's amazing to know that our program is helping you manage your jobs to profit with ease. Here's to many more successful projects and continued productivity ahead! The WorkflowMax Team

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

Follow

FacebookLinkedIn

14 day free trial available

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.