We are a WorkflowMax Certified Advisor and Implementation Partner for the new WorkflowMax by Bluerock. If you need help in migrating from WorkflowMax by Xero to WorkflowMax by Bluerock, we’re happy to help. If you feel WorkflowMax by Bluerock could be good for your business, please get in touch for a chat and a demo.
What is WorkflowMax?
WorkflowMax is a Cloud solution that helps with end-to-end workflow management. Start with an estimate or quote that you can quickly send to your prospect or client, and once accepted, convert them into a job, so you can start tracking staff time and associated costs against the job to instantly see how profitable the job is.
Raise purchase orders and sales invoices and link WorkflowMax to Xero for an integrated workflow management and accounting solution. There is an optional Lead Manager module to record your leads and conversions and a graphical dashboard to monitor the progress from lead to client.
From the 21st February 2024 you can sign up for a new style of WorkflowMax from Bluerock. Bluerock stepped in when Xero announced WorkflowMax by Xero’s ‘End of Life’. Bluerock have spent the last year building a new WorkflowMax, retaining the same features as the existing, and planning to add more features and enhancements in the coming months.
Bluerock have built a Migration tool that can initially be used to migrate all your data from WorkflowMax by Xero, which can then be tidied up in the new version.
Who’s it for?
Creative Agencies, Architects, Business Consultants, Building & Construction businesses, Engineers & Surveyors, IT Services & Consultants and any other business that needs to control jobs/small projects.
WorkflowMax is a Xero company and brand, and is constantly being developed with similar levels of support as you get with Xero. You have access to extensive online training materials and support and you can invite a certified advisor (Accware!), who can help you quickly implement WorkflowMax within your business, without using up one of your licenses.
As a Cloud application, WorkflowMax can be used on the desktop, on a tablet and on your smartphone as long as there’s access to the web. You also have the ability to push jobs and tasks to remote staff to get them operating to their capacity and for them to enter time spent on the job.
WorkflowMax works best for businesses with 5 to 30 employees and depending on existing systems, can save up to 2 hours per employee per month.
We’re happy to give advice and can offer a 15 day free trial if you think your business would benefit from using WorkflowMax. We’re also happy to help you set it up and provide additional training and support, if needed.
There are many more features in the software, including limited customisations and you can read about these on the WorkflowMax website or contact us for a chat and maybe a demo to see if it can help streamline your operation.
Call now on 0330 100 2582 if you would like a free initial consultation about implementing WorkflowMax in your business.