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Productivity reporting

See an instant view of how well you, staff, and the team as a whole are meeting your productivity goals. WorkflowMax gives you the power to set and track capacity of work and time.

 

 

Client groups

Client groups lets you group a series of clients together to view all of their jobs, invoices and quotes in one central place.

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Recurring invoices

If you have regular jobs that you work on throughout the year, you can invoice your clients for that work by using monthly recurring invoices in Xero.

Xero invoice import

You can import recurring or manually entered invoices from Xero into WorkflowMax Premium to power your KPI dashboard and revenue reports.

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Josh licence premium testimonial
“WorkflowMax by BlueRock Premium provides a deeper level of reporting and integration that many customers love as it helps to drive a proficient, operationally strong business.”
Josh Licence AppartusQuo

Frequently asked questions

WorkflowMax Premium sounds great, but does it cost extra?

Yes, WorkflowMax by BlueRock Premium is an optional upgrade from your standard subscription plan. You can choose to enable it for an extra 50 AUD/NZD/USD/GBP/CAD extra per account month (not charged per user). 

Can I trial WorkflowMax by BlueRock Premium?

All WorkflowMax by BlueRock trials include Premium and Lead manager features for you to try out. 

Can I change my subscription at any time?

You sure can! You can switch between Standard and Premium by going to your subscriptions tab in your account. We pride ourselves on our easy monthly plans – no setup fees and no hidden costs. No obligation, no contracts. You can also downgrade or cancel at any time.

Additional features