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Latest product updates and information
Explore the latest updates and meet the team
Watch a demo
with Chris Galt
Watch the on-demand demo and discover the comprehensive power of WorkflowMax by BlueRock. Presented by our expert team, this video showcases end-to-end functionality, intuitive design, and streamlined operations. Dive into a world where job management is simplified, productivity is boosted, and business growth is achievable.
Meet the team
with Pete Lalor
Meet our dynamic and rapidly expanding WorkflowMax by BlueRock family. Growing from a team of one to forty in just six months, our global talent pool, including seasoned experts from Xero, WorkflowMax, and BlueRock, drives our mission. We are committed to making sure that our customers feel right at home and have an exceptional experience with us every single day.
Migration tips
with Millie Vingrys
Our migration tutorial is designed to guide you through the process of moving from WorkflowMax by Xero to WorkflowMax by BlueRock. We outline each step of the migration journey, and offer clear instructions and practical tips to ensure a smooth transition. This tutorial will equip you with all the necessary tools and insights to make your switch as seamless as possible.
Benefits of WorkflowMax by BlueRock
Packed with tools to help maximise your profit
A new dashboard to highlight your performance
Enjoy the new customisable dashboard to keep track of all your important job related tasks, business performance and cash flow. Show or hide widgets, rearranging them into your preferred layout. The dashboard makes it easier to see your key business metrics and identify any actions that need to be taken.
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A fresh new look for managing your sales pipeline
There’s a beautiful new way to see and manage your sales pipeline with additional filtering and visualisation. You’ll never miss winning a new customer again!
Learn moreQuoting and estimating improvements
Now you can add custom fields to your quotes which will carry through to your jobs. And these fields can now be mandatory. Display a dedicated sales person on your quote and track their successful deals and pipeline more easily. Surface optional items by using the checkbox within the quote information screen.
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Time tracking just got easier
You can now copy all your job tasks from the previous week's time sheet to this week. We’ve added a drop down field with all staff members so you can easily switch between staff time sheet views - great for managers and approvals.
Learn moreJob overview performance snapshot
You’ll love the new job manager screen with the handy job overview dashboard that shows projected profit, overall profitability, hours and tasks so you can easily see where each job is at.
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Enjoy an even better Xero integration
All the tax rates you've set up in Xero will automatically be synced to your WorkflowMax account. No more limits on the number of tax rates you can have. We’ve added deep linking too, so it’s easier and quicker to view an invoice or PO in the alternate platform.
Learn moreSeamless new search functionality
We’ve extended the search capabilities to return more results so you can find the information you need quickly. No more scrolling through pages and pages. Simply type three characters and you’ll be amazed by what you see.
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Added drag and drop and in-line editing across the product
Now you’ll experience wider availability to drag and drop items. Reordering and editing tasks, costs and phases, and allocating tasks and costs to phases has never been easier.
Learn moreEverything’s better when you can do it in bulk
You can now perform more bulk actions to speed up your processes, including assigning staff to jobs, changing job or quote statuses, deleting tasks and costs on a job or quote, and more.
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Integrations
Power up WorkflowMax by BlueRock by integrating with a range of other apps. More being added soon: from accounting to helpdesk tickets, document management, scheduling, reporting and CRM.
Streamline every workflow in every team
WorkflowMax by BlueRock is the perfect tool for so many teams. See how it will fit your business
Business development and sales
Accounting and finance teams
Operations and delivery teams
Project management teams
60%
increase in profitable jobsOur digital team has seen a massive increase in trackable leads that have turned into highly profitable projects. Implementing WorkflowMax in our own business has helped us to see our performance across the entire workflow.
