What's new in WorkflowMax by BlueRock

On the 21 February 2024, WorkflowMax by BlueRock went live! We are more than thrilled to show you a sneak peek of what's new and what's been improved in the new product.

Watch the video to check out what's new

What features can I expect at launch?

All the essential features you need will be available. Plus, heaps more to be added in the coming months as we finalise the release details of many feature requests, and even more integrations to make managing jobs that much easier. If there's a feature landing after launch, we recommend you hold off starting your trial until that point so you can test out the new product with confidence. You can take a look at our live release schedule of what is landing when, this is updated in real time.

You asked, we listened - here's a wrap of new stuff

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, rearrange into your preferred layout. The dashboard makes it easier to see your key business metrics and identify any actions that need to be taken.

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!

Quoting and estimating improvements

Now you can add custom fields to your quotes and this information will carry through to your jobs. These can now be mandatory. Display a dedicated sales person on your quote and track their won deals and pipeline more easily and surface optional items more simply by using the optional checkbox within the quote information screen. 

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.

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.

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.

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.

Added drag and drop and in line editing across the product

Now you’ll experience wider availability to drag and drop items in the UI. Reordering and editing tasks/costs/phases and allocating tasks/costs to phases has never been easier. 

Everything’s better when you can do it in bulk

There’s now more availability to perform bulk actions to speed up your processes e.g. assigning staff to jobs, bulk changes job or quote statuses, bulk delete tasks and costs on a job or quote and more.