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Hear what customers are saying

With over 14,000 migrations complete and now several thousand customers onboard, we invite you to join us!

To fathom that Bluerock has built a like-for-like application in less than 12 months for companies like mine to transition to with next-to-no downtime is simply remarkable. Thank you to the Bluerock team. I can't wait to see where you guys take this platform!
I'm happy to say that the transition has been outstanding. The process was smooth with minimal downtime and no complaints from our team which is a good sign. The Xero integration remains seamless.
Amazing… The WFM by Bluerock guys were open, honest and transparent... I want to personally thank Chris, Ryan and the team. New product is already a step up and I can see how it’s going to be further improved.
WorkflowMax by BlueRock is a fantastic refresh of what is a great product. Will be recommending to others who want a great product at a price point much more competitive than other solutions I've used.
Long time user of Workflowmax. Looked at many alternatives which either didn't have the features, or were ok but expensive... Yes, there are some minor features that aren't quite finished, but I'd sacrifice those for the easy transition any day of the week. Good Job.
The updated UI and new features have streamlined our job management, providing a much smoother experience for our entire team. We’re also pleased to see that the Xero sync continues to operate as seamlessly as it did on the original WorkflowMax.
It was an easy migration process and we're up and running in the new WFM. Some work is still required but it works exactly the same and took minutes to migrate. Looking forward to seeing what's next.
Our firm looked at a number of alternatives that either didn’t offer the same functionalities that we required or were far more expensive... Very happy with the new product so far and excited to see what’s next as new features are added.
40 user system here. Transition went exceptionally smoothly for us I’m blown away by what they have been able to achieve in such a short time, perhaps people don’t have an appreciation on how difficult it is to write good software quickly. Keep up the great work 😊 
The team had a big challenge to replace WFM1 from ground up in a relatively short time. Have been some teething problems but most of these are now resolved and team look committed to not only make this product as good as WFM but make it better. Look forward to coming months as power users.

Latest product updates and information

Explore the latest updates and meet the team

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Watch the latest product update

with Chris Galt

Watch the on-demand product update and discover the comprehensive power of WorkflowMax by BlueRock. Presented by our Head of Product, this video showcases the latest updates and talks to what's coming soon.

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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 sixty in just 12 months, our global talent pool, including seasoned experts from Xero, WorkflowMax, and BlueRock, drives our mission. 

View more about BlueRock
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Tips & tricks

with Dave Jackson

New to the platform? Watch this informative tips and tricks session hosted by Dave Jackson from Ripped Orange. Learn about key changes in the platform and how do get your custom templates and reports, settings right.

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See what's new in WorkflowMax by BlueRock

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

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Win more work

Boost leads, nurture clients, win more work. Simplify your client management.

Create quotes in seconds

Deliver swift, precise and polished quotes. Include time and cost estimates to price your services accurately and bill instantly.

Never lose a document again

Access all your important project information quickly with centralised document management. Great for remote working and team collaboration.
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Streamline your job management

Keep track of all the moving parts and manage your resources, time, costs and profitability on every job.

Track time with ease

Capture every minute of every day and never miss a second of chargeable time again.

Collaborate with your team

Send emails and attachments to leads, jobs or quotes and always see a complete history of your communications - all in one place!
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Don’t let billable work fall through the cracks

See and manage all your un-invoiced work and create invoices on the go. Never get underpaid again.

Create beautiful, customised invoices

Get paid faster with our easy-to-use invoice feature. Invoice any way you want - progress amounts, actual time and costs, quoted time and costs, or percentage of value.

Power up with Xero

Data entered into WorkflowMax flows seamlessly into Xero - saving time and eliminating double handling.
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Know your numbers

Our powerful job financial summary report helps you understand where your profit is being made and potentially lost.

Keep on top of your costs

Purchase orders let you push bills through to Xero automatically and eliminate double handling. Get full control over your business costs.

Make data-driven decisions

Our reporting tools help you work smarter and gain insights into productivity, performance, workflow and overall profitability.
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Software that flexes to your needs

Make this job management tool work the best way for you. Tailor the customisable features to your workflow's unique requirements.

Let print templates do the work

Design your own custom templates for quoting, invoicing and more. Reinforce your branding strategy with professional looking custom print templates.

Keep the team in sync

Set up custom notifications to keep everyone on the same page. Use notifications to inform the right people when certain job-related events occur.
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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.

Learn 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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1

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

Start trial

  • Quoting

  • Client manager

  • Time sheets

  • Invoicing

  • Xero integration

  • Reporting

  • Mobile

  • Custom Fields

  • Purchase orders

  • Job costing

  • Document management

  • Job management

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Most Popular

STANDARD

with Lead manager

33

/total per month

Includes up to 1 user

Start trial

  • Lead manager

  • Quoting

  • Client manager

  • Time sheets

  • Invoicing

  • Xero integration

  • Reporting

  • Mobile

  • Custom Fields

  • Purchase orders

  • Job costing

  • Document management

  • Job management

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PREMIUM

33

/total per month

Includes up to 1 user

Start trial

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

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