Latest product updates and information

Explore the latest updates and meet the team

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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.

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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.

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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

 

 

 

Grow your customers

Build efficiency

Get paid your worth

Drive profitability

Customise your way

You asked, we listened

Explore the newest feature improvements

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!

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Quoting 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.

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Job 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.

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Seamless 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.

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Everything’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.

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Streamline every workflow in every team

WorkflowMax by BlueRock is the perfect tool for so many teams. See how it will fit your business

sales

Business development and sales

accounting and finance

Accounting and finance teams

Operations and delivery teams

Operations and delivery teams

Project management teams

Project management teams

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Manage the sales pipeline

Enjoy a seamless transition from capturing leads to creating invoices, and help your  sales teams to efficiently track and manage the sales pipeline.

2

Sales reporting done right

With comprehensive reporting tools, sales teams can monitor key metrics such as lead conversion rates, client engagement, and revenue generation.

3

Customisable CRM

The customisable CRM functionalities let sales teams tailor client information, track interactions, and set reminders - to make sure no opportunity is missed.

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Invoicing and purchase orders

Create, manage, and track invoices with ease. Streamline purchase order management and ensure the accurate tracking of expenses and job costs.

2

Xero integration

A robust integration with Xero means a seamless financial data flow. This integration simplifies the accounting process, enhances accuracy, and saves time.

3

Powerful insights

With powerful reporting features, teams can generate insightful financial reports, to aid in strategic decision-making and profitability analysis.

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Track deadlines and project progress

Use real-time insights into project progress, resource allocation, and deadlines to track every aspect of your project and jobs.

2

Streamline your workflows

Task allocation, time tracking and automated notifications help to streamline your workflow management.

3

Centralised document management

With centralised job and project related communications and documents, teams can easily access and share crucial information.

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Manage complex projects with ease

Easily manage complex projects with our all-encompassing job tracking features. Project managers can oversee all aspects of a job from initiation to completion, ensuring every detail is accounted for and every deadline is met.

2

Advanced reporting and insights

With advanced reporting tools, project management teams can gain real-time insights into job progress, budget tracking, and resource allocation.

3

See project profitability in seconds

Experience the seamless integration of time and cost tracking within each project. Precisely monitor expenses and staff hours for accurate job costing and improving overall project profitability.

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60%

increase in profitable jobs

Our 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.

Simon Brosolo Founder & Director, BlueRock Digital

Select a team size using the slider

STANDARD

33

/total per month

Includes up to 1 user

  • Quoting

  • Client manager

  • Time sheets

  • Invoicing

  • Xero integration

  • Reporting

  • Mobile

  • Custom Fields

  • Purchase orders

  • Job costing

  • Document management

  • Job management

STANDARD

with Lead manager

33

/total per month

Includes up to 1 user

  • Lead manager

  • Quoting

  • Client manager

  • Time sheets

  • Invoicing

  • Xero integration

  • Reporting

  • Mobile

  • Custom Fields

  • Purchase orders

  • Job costing

  • Document management

  • Job management

PREMIUM

33

/total per month

Includes up to 1 user

Everything in our standard plan plus...

  • Client groups

  • Recurring invoices

  • Productivity reporting

  • Xero invoice import

Lead manager can be added to our Premium plan on sign-up for $16.50 per month.

Find out more about Premium

Tap into a global network of implementation partners

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Apparatus Quo-1

Valued

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logo_consult_02

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Apparatus Quo-1

Valued