Real-time updates on new features...updated  2025

migration tool launching graphic

For the most up to date info checkout the new home for our Product Roadmap!

www.workflowmax2.com/roadmap

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This live feature release blog will be retired in early 2025 and replaced with monthly release information and the product roadmap.

Below is a list of all features released in 2024 

Feature Live

Coming soon / Approx. release date

General  
  • Advanced filter views - Q1 2025
Login & Registration
  • Login
  • Registration
  • Forgot password
  • Multi-factor authentication 


Settings
  • Organisation
  • Client
  • Job
  • Lead
  • Task
  • Cost
  • Staff
  • Capacity
  • G/L Accounts
  • Collaboration Manager
  • Custom Fields
  • UK - Domestic Reverse Charge Tax 
  • Personalisation
  • Data import (create):
    • Clients
    • Suppliers
    • Tasks
    • Costs
    • Jobs
    • Job Tasks
    • Job Costs
    • Custom field data for above objects
  • Data import (update):
    • Costs
  • Data export (via support ticket)
  • Notifications - Standard (7x)
  • Notifications - Custom
    • New job
    • New lead
    • Job status change
    • Milestones
    • Job due date
    • Estimated vs Actual time
    • Job/Job Task Due Date
  • Data import (create) - Q4 2024
    • Leads
    • Timesheets
  • Data export - Q4 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
  • Job financial summary  
  • Ability export as CSV
  • Ability to export as Excel file
  • Ability to export as PDF
  • Job status report - December 2024
  • Staff allocation report - December 2024
Custom print templates
  • Purchase order
  • Invoice
  • Invoice Statement
  • Job brief
  • Quote
  • Ability to export as Word
 
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
  • Email a client contact from a job via local email client (e.g. Outlook)


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
  • Enter a cost from dashboard
 
Timer widget (Menu - top right)
  • All existing functionality
  • Pause timesheets (duration mode only)* - H1 2025
Global search (Menu - top right) Rolled out to all accounts throughout October 2024:
  • All existing functionality
  • Ability to search/filter results
 
Clients
  • All existing functionality
  • Ability to associate one contact with multiple clients

Suppliers
  • All existing functionality


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
  • Improvements to invoicing process including variations - H1 2025
Job manager
  • All existing functionality excluding job/staff schedule
  • Consolidated task list (Jobs > Tasks) 
  • Job/staff schedule (Beta) - December 2024


Timesheets
  • All existing functionality excluding time credits
  • Enter a time credit
  • Ability to enter a weekly timesheet when using start/stop mode* - Q1 2025
  • Ability to populate custom fields in weekly timesheet - Q1 2025
Invoicing
  • All existing functionality
 
WIP ledger
  • All existing functionality
  • View WIP at a certain date


Purchasing
  • All existing functionality Ability to track receipts and bills separately (improved workflow)
  • Upload documents to a PO* - December 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
  • 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
  • Monthly Job Profit Report
  • Profit Report
  • Job WIP Balances Report
  • Write On/Off
  • Aged WIP Report
  • Non-Invoiced Time Report
  • WIP Control Report
  • Staff Time Write-Up Report
  • Export as PDF
  • Hours Analysis Report
  • Job Cost Report
  • Lost Earnings Report
New report types - Q4 2024:
  • Productivity Report
  • KPI Dashboard
  • Productivity Dashboard
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
  • Purchase Receipt
  • Purchase Receipt Item
  • Quote
  • Quote Cost
  • Quote Phase
  • Quote Note
  • Quote Option
  • Quote Task
  • Recurring Job
  • Supplier & Contact
  • Task Admin
  • Time
  • Time Productivity
  • Work In Progress
  • Write Offs (Payments)
  • WIP ledger
  • Export as PDF
  • Ability to edit existing filter criteria whilst viewing a custom report - Q4 2024
Monthly summary report layout - Q1 2025

 

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
 
V1 Native Mobile App iPhone/Android
  • Not yet available
  • All functionality as per current WorkflowMax by Xero mobile app
  • View custom fields
  • Sync documents/images with  an integrated DMS (Google Drive/Dropbox/Box)
  • Edit custom fields 


 

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/Q1 2025
  • Webhook notifications - Q1 2025
Migration tool
  • Refer to migrate guide for what data is migrated
 
DMS - Google Drive
  • All functionality


DMS - Dropbox
  • All functionality


DMS - Box
  • All functionality


DMS - SuiteFiles
  • Released in beta


Integration - Xero
  • All functionality excluding timesheet export and invoice import
  • Premium: Import invoices 
  • Export timesheets to Payroll (AU)
  • Export timesheets to payroll (NZ)* 
  • Initial contact sync - Q4 2024
  • Export timesheets to payroll (UK)* - Q1 2025
Integration - HubSpot
  • Released in beta
 

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

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.