Customer webinars
Watch our range of customer educational sessions on demand where we explore the latest feature updates, so you feel well equipped and confident to handle your move to WorkflowMax by BlueRock.
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Live
with Kirsten Barrie
Learn how to manage leads efficiently, produce accurate quotes, and organise project phases seamlessly. By mastering these skills, you can boost efficiency, keep your jobs on track, and ensure smooth operations from start to finish. Gain valuable insights into optimising each step, enhancing collaboration, and delivering projects on time and within budget. With effective lead management, precise quoting, and well-structured project phases, you'll be able to focus more on growing your business and less on administrative tasks. Elevate your project management skills and watch your business thrive.
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Live
with Kirsten Barrie
Join us to discover how to create accurate invoices that sync seamlessly with Xero. Learn how WorkflowMax by BlueRock can save you time, reduce errors, and get paid faster. We’ll show you how to set up and customise invoices and integrate with Xero to keep your data up-to-date. This session will provide you with practical tips to streamline your invoicing and improve cash flow. Don't miss the chance to enhance your invoicing process with WorkflowMax by BlueRock.
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On demand
with Kirsten Barrie
Join us to explore the ins and outs of setting up and using the optional leads module, creating and managing quotes, and leveraging phases to streamline your workflow. Hosted by Kirsten Barrie, Founder of Verte Consulting, this session is packed with valuable insights and practical tips.
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On demand
with Kirsten Barrie
Dive into our invoicing session with Kirsten Barrie where we’ll walk through everything you need to know. From the different types of invoices you can create to how to raise them with ease. You'll also learn how to print and send invoices to clients, use the invoice manager to stay on top of your billing, and generate reports to keep track of what needs to be invoiced.
On demand
with Liz and David
For our UK and EMEA customers - join us for a deep dive into the Xero integration hosted by implementation partners, Liz Tobin from GingerSnap and David Oliver from Valued Academy. Think settings, configuration, purchase order receipts, payment import, and tips on troubleshooting with a live Q&A at the end.
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On demand
with Dan Roggenkamp
For our APAC customers - join us for a deep dive into the Xero integration hosted by Dan Roggenkamp, implementation partner from Set Up My System. Think settings, configuration, purchase order receipts, payment import, and tips on troubleshooting with a live Q&A at the end.
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Live
with Kirsten Barrie
For our USA/CAN and APAC beginners or trialists - we'll walk-through the product focusing on all the key features that will really boost your business and your knowledge. From clients, quotes, time tracking, jobs, invoicing and more! Live Q&A at the end.
On demand
With Nicole and Leigh from Equation
Watch and see how you can customise your WorkflowMax account. From logos, to custom fields, and through to staff privileges, see how you can adapt your WorkflowMax account to make it work for you.
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On demand
with Liz and David
Watch and see how you can customise your WorkflowMax account. From logos, to custom fields, and through to staff privileges, see how you can adapt your WorkflowMax account to make it work for you.
On demand
with Kirsten Barrie
Watch now - for beginners or trialists, USA/CAN friendly times - we'll walk-through all the key settings and configuration that you need to think about to get WorkflowMax up and running so you can see the power of the software instantly! Live Q&A at the end.
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On demand
with Liz and David
For beginners or trialists in UK/EMEA- we'll demo the product focusing on the Job manager feature which is a much-loved area of platform and will really boost your business and your knowledge.
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On demand
with Dan Roggenkamp
For beginners or trialists in APAC- we'll demo the product focusing on the Job manager feature which is a much-loved area of platform and will really boost your business and your knowledge.
On demand
with Dan Roggenkamp
This session will show you how to get your WorkflowMax account setup after you have completed the migration. We'll cover step-by-step the process of creating custom reports, custom templates and a deep dive on purchase orders.
On demand
with Liz and David
For beginners or trialists - we'll demo the product from end-to-end outlining key features and benefits that are much loved by customers that will really boost your business and your knowledge.
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On demand
with Mark Forbes
For beginners or trialists - we'll demo the product from end-to-end outlining key features and benefits that are much loved by construction and trades business customers that will really boost your business.
On demand
with Josh Licence
For beginners or trialists - we'll demo the product from end-to-end outlining key features and benefits that are much loved by professional service-based business customers that will really boost your business.
On demand
with Dan Roggenkamp
This session will show you how to get your WorkflowMax account setup after you have completed the migration. We'll cover step-by-step the process of creating custom reports, custom templates and a deep dive on invoicing.
Partner webinars
On demand
with Ryan Kagan, Head of Growth and Partnerships
Watch the on-demand migration masterclass and launch briefing session specifically aimed at partners and advisors to make sure you are equipped with all the knowledge and information to help your clients with a successful migration.
On demand
with Ryan Kagan, Head of Growth and partnerships
Watch the on-demand demo and discover the comprehensive power of WorkflowMax by BlueRock. Presented by our expert team, this video showcases end-to-end functionality, intuitive design, and streamlined operations for partners.
