Get updates in real time about what features are landing, when...updated 22 April 2024

migration tool launching graphic

Welcome to our WorkflowMax by BlueRock live feature release blog! This blog is updated in real time so you can easily see what features are landing, when...

 Functionality marked in red with an * is new in WorkflowMax by BlueRock (not available in WorkflowMax by Xero).

Feature Live

Coming soon / Approx release date

Login & registration
  • Login
  • Registration
  • Forgot password
  • Multi-factor authentication - mid-April 2024
Settings
  • Organisation (excluding change timesheet first day of week)
  • Client
  • Job
  • Lead
  • Task
  • Cost
  • Staff
  • Capacity
  • G/L Accounts
  • Collaboration Manager
  • Custom Fields
  • UK - Domestic Reverse Charge Tax (client specific override) - end of March 2024  
  • Personalise report logo & email personalisation - end of March 2024 early-April 2024
  • Organisation settings: timesheet first day of week - end of March 2024 mid-April 2024
  • Notifications: default - end of April 2024 end of May 2024
  • Notifications: custom - end of May 2024
  • Data import phase 1 (clients, suppliers, contacts, costs, job costs) - end of April 2024 end of May 2024
  • Data import phase 2 (custom fields, jobs, job tasks, job costs, timesheets) - end of June 2024
  • Data export - Q3 2024
Standard print templates
  • Job
  • Job brief
  • Job activity
  • Estimated billings
  • Estimated billings by phase (folder)
  • Timesheets
  • Timesheet summary
  • Receivables statement
  • System default invoice
  • System default quote
  • System default purchase order
  • Ability to export as a PDF
  • Job financial summary - end of March 2024 
  • Ability to export as Word - end of March 2024 early-April 2024
  • Job deadline report  - end of April 2024 end of May 2024
  • Job status report - end of April 2024 end of May 2024
  • Staff allocation report  - end of April 2024 end of May 2024
  • Ability export as Excel - end of April 2024 end of May 2024
Custom print templates
  • Purchase order
  • Invoice
  • Invoice statement
  • Job brief
  • Quote
 
Email
  • Quote
  • Invoice
  • Invoice statement
  • Purchase order
  • Ability to email documents that have been stored in WorkflowMax as attachments
  • Email client contact from a job - mid April 2024 end April 2024
User/privileges
  • All existing user privileges
  • Ability to invite certified advisors/implementation partners into your account
 
Dashboard
  • My Productivity Summary
  • My Tasks
  • Quote History
  • My Jobs
  • Aged WIP
  • Aged Debtors
  • My Quotes
  • Job Manager - Progress
  • Revenue* - end of June 2024
  • Profit* - end of June 2024
Timer widget (Menu - top right)
  • All existing functionality
  • Pause timesheets (duration mode only)* - Q3 2024
Global search (Menu - top right)  
  • All existing functionality - mid-June 2024
  • Ability to search/filter results* - mid-June 2024
Clients
  • All existing functionality excluding merge clients
  • Ability to associate one contact with multiple clients
  • Merge clients - end of May 2024
  • Merge contacts* - end of May 2024
  • Ability to create/save/load advanced filter views - end of May 2024
Suppliers
  • All existing functionality excluding print/export supplier information
  • Print/export supplier information - Q3 2024
Leads
  • All existing functionality
 
Quoting
  • All existing functionality
  • Ability to use custom fields on a quote
  • Ability to mark tasks as optional on a quote
  • Variations/multiple accepted 'master' quotes* - Q4 2024
Job manager
  • All existing functionality excluding job/staff schedule and consolidated task list (Jobs > Tasks)
  • Job/staff schedule - end of May 2024
  • Ad-hoc jobs - end of April 2024 mid-May 2024
  • Consolidated task list (Jobs > Tasks) - end of June 2024
Timesheets
  • All existing functionality excluding time credits
  • Enter a time credit - April 2024 end of May 2024
  • Ability to enter a weekly timesheet when using start/stop mode* - Q3 2024
  • Ability to populate custom fields in weekly timesheet - Q3 2024
Invoicing
  • All existing functionality
 
WIP ledger
  • All existing functionality excluding view WIP at a certain date
  • View WIP at a certain date - mid-April 2024 mid-May 2024
Purchasing
  • All existing functionality Ability to track receipts and bills separately (improved workflow)
  • Upload documents to a PO* - Q3 2024
Standard Reports
  • Aged Balance Report
  • Billable Time Report
  • Client Billing Report
  • Client Revenue Report
  • Job Billing Report
  • Job Report
  • Profit Report
  • Staff Billing Report
  • Sales Tax Report
  • Job Financial Summary Report
  • Monthly Job Profit Report
  • Productivity Report
  • Staff Time Write Up Report
  • Client Time Summary Report
  • Client Time Detail Report
  • Job Time Summary Report
  • Job Time Detail Report
  • Staff Time Summary Report
  • Staff Time Detail Report
  • Estimated Billings Report
Ability to export standard report as a PDF - end of May 2024

Report types:

  • KPI Dashboard - mid-May 2024
  • Productivity Dashboard - mid-May 2024
  • Write On/Off - mid-May 2024
  • Hours Analysis Report - mid-May 2024
  • Aged WIP Report - mid-May 2024
  • Job Cost Report - mid-May 2024
  • Lost Earnings Report - mid-May 2024
  • Non Invoiced Time Report - mid-May 2024
  • Job WIP Balances Report - mid-May 2024
  • WIP Control Report - mid-May 2024
Custom Reports Table Report Layout

Report Types:
  • Client & Contact
  • Client Note
  • Current Job
  • Custom Client Rates
  • Invoice
  • Invoice (Cancelled)
  • Invoice (Draft)
  • Invoice Cost
  • Invoice Phase
  • Invoice Note
  • Invoice Task
  • Invoiced Time
  • Job
  • Job Allocation
  • Job Cost
  • Job Document
  • Job Note
  • Job Task
  • Job Task Allocation
  • Job To-do
  • Lead
  • Lead Activity
  • Lead History
  • Milestone
  • Payment
  • Purchase Order
  • Purchase Order Cost
  • Quote
  • Quote Cost
  • Quote Phase
  • Quote Note
  • Quote Option
  • Quote Task
  • Recurring Job
  • Supplier & Contact
  • Task Admin
  • Time
  • Time Productivity
  • Write Offs (Payments)
  • WIP ledger - end of March 2024 ✅
Bar chat report layout - mid-June 2024 Q4 2024
Pie chart report layout - mid-June 2024 Q4 2024
Monthly summary report layout - Q4 2024

Report types:
  • Purchase receipt - end of April 2024 early June 2024
  • Purchase receipt item - end of April 2024 early June 2024
  • Work in Progress - end of April 2024 early June 2024
Ability to create/save/load advanced filter views - end of May 2024
Ability to export custom report as a PDF - end of May 2024
Ability export standard report as a XML - Q3 2024
Collaboration Manager
  • Receive emails sent to account address
  • Process email as notes and attachments as documents
  • Automatically allocate to jobs/quotes
  • Manually allocate to jobs/quotes/leads/clients
  • Automatically allocate to leads - end of May 2024
V1 Native Mobile App iPhone/Android
  • Not yet available
  • All functionality as per current WorkflowMax by Xero mobile app - beta end of May 2024
Developer Portal
  • Create developer application
  • Vend Client ID & Secret
  • OAuth 2.0 code flow to authorise account access
 
API
  • API V1 available to support existing integrations
  • API V2 with extended/updated endpoints* - Q4 2024
Migration tool
  • Refer to migrate guide for what data is migrated
 
DMS - Google Drive
  • All functionality
  • Search Google Drive - mid-April 2024


DMS - Dropbox
  • Not yet available
  • All functionality - end of April 2024
DMS - Box
  • Not yet available
  • All functionality - end of May 2024
DMS - SuiteFiles
  • Not yet available
  • All functionality - end of June 2024
Integration - Xero
  • All functionality excluding timesheet export and invoice import
  • Export timesheets to Payroll (AU) - end of May 2024
  • Export timesheets to payroll (UK, NZ)* - Q3 2024
  • Initial contact sync - end of June 2024
  • Premium: Import invoices - mid-May 2024
Integration - HubSpot
  • Not yet available
  • All functionality as per current HubSpot integration - Q3 2024

Disclaimer: This product roadmap is for information purposes only and designed to guide you on what is live and what is scheduled for development and should not be considered a commitment or guarantee. Features and functionality are subject to change at WorkflowMax by BlueRock's discretion. Make purchasing decisions based on what is currently available.