Features
Estimating and quoting Send professional, customisable quotes, estimates and budgets in minutes

Xero and QuickBooks integration Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling

Customisation Personalise quotes, invoices, reports and more so you can run your business your way

Time tracking Capture every minute of every day and never miss a second of chargeable time again

Document management Access all your important project information quickly with centralised document management

Reporting and dashboard Stop losing money and make better business decisions based on real-time data and reports

Invoicing Create beautiful, customised invoices quickly and get paid faster

Lead manager Track every step of your leads, proposals and sales pipeline from one place

Job management Never miss a deadline again - manage all jobs, tasks, and people from one place

View all features
Industries
Architects Manage, track and report on multiple, complex projects from anytime, anywhere

Creative agencies Time is money when you run an agency. Simplify the way you work and do more of what you love

Business consultants Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.

Building and construction Construction is tough work. Let us do the heavy lifting so you can work faster and smarter

Engineers and designers Customisable software that helps you manage, track and report on multiple, complex projects
Integrations
Xero Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex Connect Airwallex with WorkflowMax to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles Integrate SuiteFiles with WorkflowMax to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks Integrate QuickBooks with WorkflowMax to simplify your financial processes. Key data flows seamlessly between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box Upload documents to WorkflowMax and they automatically push into Box. Great for collaboration and storage.

Hubspot Streamline operations & boost growth with WorkflowMax & HubSpot integration. Sync data, automate workflows, get insights for informed decisions

Dropbox Integrate WorkflowMax with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMax.

View All Integrations
Pricing
Resources
Visit the blog Keep up-to-date on the latest news, product updates, and announcements

Watch a webinar Register for our live or on demand webinars on migration, education, and training

Find a partner Search the directory for a certified implementation partner in your area

WorkflowMax academy Bolster your knowledge and use of WorkflowMax with free online training courses

Visit the help centre Learn how to configure and use WorkflowMax and search a wide range of help topics

Contact sales Got a question? Reach out to us

Contact support Raise a ticket with our support team for help or technical product information

FAQs Read over our frequently asked questions to get answers quickly

Book a demo Start free trial Login

Features
Estimating and quoting Send professional, customisable quotes, estimates and budgets in minutes

Xero and QuickBooks integration Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling

Customisation Personalise quotes, invoices, reports and more so you can run your business your way

Time tracking Capture every minute of every day and never miss a second of chargeable time again

Document management Access all your important project information quickly with centralised document management

Reporting and dashboard Stop losing money and make better business decisions based on real-time data and reports

Invoicing Create beautiful, customised invoices quickly and get paid faster

Lead manager Track every step of your leads, proposals and sales pipeline from one place

Job management Never miss a deadline again - manage all jobs, tasks, and people from one place

View all features
Industries
Architects Manage, track and report on multiple, complex projects from anytime, anywhere

Creative agencies Time is money when you run an agency. Simplify the way you work and do more of what you love

Business consultants Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.

Building and construction Construction is tough work. Let us do the heavy lifting so you can work faster and smarter

Engineers and designers Customisable software that helps you manage, track and report on multiple, complex projects
Integrations
Xero Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex Connect Airwallex with WorkflowMax to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles Integrate SuiteFiles with WorkflowMax to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks Integrate QuickBooks with WorkflowMax to simplify your financial processes. Key data flows seamlessly between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box Upload documents to WorkflowMax and they automatically push into Box. Great for collaboration and storage.

Hubspot Streamline operations & boost growth with WorkflowMax & HubSpot integration. Sync data, automate workflows, get insights for informed decisions

Dropbox Integrate WorkflowMax with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMax.

View All Integrations
Pricing
Resources
Visit the blog Keep up-to-date on the latest news, product updates, and announcements

Watch a webinar Register for our live or on demand webinars on migration, education, and training

Find a partner Search the directory for a certified implementation partner in your area

WorkflowMax academy Bolster your knowledge and use of WorkflowMax with free online training courses

Visit the help centre Learn how to configure and use WorkflowMax and search a wide range of help topics

Contact sales Got a question? Reach out to us

Contact support Raise a ticket with our support team for help or technical product information

FAQs Read over our frequently asked questions to get answers quickly
Book a demo Start free trial Login

2024-05-07 12:00:00

Special EOFY offer - Sign up by 31 July 2025 and enjoy 6 months at 50% off - Learn more

Welcome to our blog

Articles, resources and content designed to boost your productivity, profitability and performance

Featured

June 2025 Product Update: Enhanced Navigation, Reporting, and Quoting

Read Article 3 min read

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ai
bluerock knowledgebase
product

an image illustrating scope-creep

Development Guides PRODUCTIVITY

Taming the beast: Managing project scope creep

Let's face it, things don't always go exactly according to plan in the world of job management. A...

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PRICING BUSINESS STRATEGY Quotes

Competitive Pricing: Balance Attracting Customers and Profitability

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JOB MANAGEMENT INTEGRATION

The new WorkflowMax and Airwallex integration

In today’s fast-paced business world, efficiency is everything. Whether you're managing a small...

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PRICING BUSINESS STRATEGY Quotes

Establishing pricing strategies for profitable quotes

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PRODUCTIVITY JOB MANAGEMENT

Resource Management: The Key to Successful Job Execution

Juggling projects, deadlines, and a team with superpowers (because, let's face it, your crew is...

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JOB MANAGEMENT INTEGRATION

Make accounts payable easier with WorkflowMax and EzzyBills

Hey there, productivity warriors and efficiency enthusiasts! We have some exciting news to share...

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

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

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WorkflowMax by BlueRock go live graphic

Featured

WorkflowMax by BlueRock is live!

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PRODUCTIVITY efficiency

9 advantages of online project management for engineers

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PRODUCTIVITY efficiency

10 reasons why implementation partners are a game changer

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WorkflowMax and BlueRock - Dynamic Duo

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The dynamic duo: WorkflowMax and BlueRock 💙

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PRODUCT

How to make your move to WorkflowMax

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