Allocate and optimise staff assignments to tasks, enhancing productivity and resource management....
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Export employee's timesheet hours to Xero Payroll (UK Xero accounts)
Easily issue credit notes for sales invoices and PO bills, and track them alongside your existing...
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Advanced users can now log in using federated credentials, streamlining access and improving secu...
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Easily create new jobs on the go with the WorkflowMax mobile app - capture key details from the f...
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Allowing users to automate workflows by connecting WorkflowMax to other apps, enabling automatic dat...
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New options to cancel or delete bills, delete stock receipts, and revise issued purchase orders -...
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Ability to easily record and manage transactions in multiple currencies, simplifying internationa...
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Improvements to quoting and invoicing workflows that make it easier to manage variations, phased...
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Upgraded calendars in Job Manager and Lead Manager for better customisation and quicker access to...
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Create monthly summaries and visual reports (bar, pie, and line graphs) to track your company’s p...
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More control over what you see - customise columns, toggle between saved filters, and tailor view...
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New insights on job performance with metrics that help job managers track profitability in real t...
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Core functionality including login, registration, forgotten password and multi-factor authenticat...
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Set up custom fields and configure essential settings, allowing WorkflowMax to align with unique wor...
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The ability for UK businesses to produce quotes or invoices within WorkflowMax and push them to Xero...
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Ability to import the following objects including custom field data:
- Clients
- Suppliers
- Tasks
-...
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The ability to update costs from an imported CSV
Ability to automatically receive an email notification for the following events:
- Assigned to Job
-...
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Ability to automatically receive an email notification for the following events:
- New Job
- Job Sta...
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Ability to automatically receive an email notification for the following events:
- Job Due Dat...
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Ability to import the following objects including custom field data:
- Clients/Suppliers Conta...
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Ability to export account data
Ability to export account data
Ability to print the following:
- System Default - Invoice
- System Default - Invoice Statement
- Sy...
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Ability to generate the following standard reports:
- Job Status Report
- Staff Allocation...
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Ability to print the following:
- Invoice
- Invoice Statement
- Quote
- Purchase Order
- Job Brief...
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Ability to email the following:
- Quote
- Invoice
- Invoice Statement
- Purchase Order
- Documents s...
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Ability to email client contact(s) from the job via. local email client (e.g. Microsoft Outlook)
Control access levels for different roles, ensuring that team members only see and interact with fea...
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The following widgets can be added to the dashboard:
- My Productivity Summary
- My Tasks
- My Quote...
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Ability to create the following from the dashboard:
- Timesheet
- Weekly Timesheet
- Job Cost
- Lead...
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Ability to manage timesheets via. the timesheet widget in the header
Ability to search for key objects via. global search in the header
Core functionality to organise and manage client information in one centralised location, with easy...
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Ability to associate a contact with multiple client companies
Maintain a structured record of suppliers, simplifying procurement by linking suppliers to jobs and...
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Core functionality to track potential clients and monitor the sales pipeline from initial contact to...
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Core functionality
Ability to record data in custom fields on quotes and populate these on custom print templates
Ability to mark tasks as optional when preparing a quote
Core functionality to oversee all jobs, manage job details, and monitor progress to ensure projects...
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Ability to see and manage a consolidated list of job tasks
Ability to manage job tasks on a Gantt chart by job or assigned staff
Release date:
- Ja...
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Core functionality to log and track time entries for projects, enabling accurate billing and time ma...
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Ability to allocate and apply time credits to specific jobs, providing flexibility in billing for ti...
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Core functionality to generate, manage, and track invoices for completed work, facilitating timely c...
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Core functionality to track work-in-progress to understand job costs, aiding in financial tracking a...
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Ability to view WIP manager and a breakdown of WIP balances by job at a particular date
Core functionality to manage purchase orders, linking them to specific jobs and suppliers to streaml...
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Ability to manage stock receiving of items on purchase orders independently to billing of those item...
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Ability to generate the following standard reports:
- Aged Balance Report
- Billable Time R...
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Ability to export standard reports to PDF
- Productivity Report
- KPI Dashboard
- Client & Contact
- Client Note
- Current Job
- Custom Client Rates
- Invoice
- Invoice (Cancelled)...
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Ability to export custom reports to PDF
Ability to generate a custom report detailing:
- Purchase Receipts
- Purchase Receipt Items
Release...
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Ability to edit the filters on a custom report whilst viewing it
Ability to email WorkflowMax and manually/automatically create notes/documents on jobs/quotes/leads/...
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Access WorkflowMax on the go with a mobile app, allowing users to manage jobs, log time, and update...
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Ability to edit custom fields on job tasks/job costs/timesheets
Release date: November 2024...
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Replicating the WorkflowMax by Xero API V3 for ease of transition of existing integrations
The migration tool facilitates a smooth transition from WorkflowMax by Xero to WorkflowMax by BlueRo...
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The Google Drive and WorkflowMax integration allows users to seamlessly link client folders and docu...
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The Dropbox and WorkflowMax integration allows users to seamlessly link client folders and documents...
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The Box and WorkflowMax integration allows users to seamlessly link client folders and documents in...
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The SuiteFiles and WorkflowMax integration allows users to seamlessly link client folders and doc...
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Ability to sync companies & contacts with HubSpot and automatically create a new job when a d...
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Seamlessly integrate WorkflowMax with Xero to synchronise your client/supplier information and invoi...
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Export employee's timesheet hours to Xero Payroll (AU Xero accounts)
Export employee's timesheet hours to Xero Payroll (NZ Xero accounts)
Release date: December...
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Ability to import sales invoices from Xero to WorkflowMax
Seamlessly collect customer payments by offering a Pay Now option on WorkflowMax invoices that ca...
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Ability to edit the basic job information including custom fields
Release date: December 20...
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Seamlessly collect customer payments by offering a Pay Now option on WorkflowMax invoices that ca...
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Improved filtering across the app with dynamic options and full access to historical data, making...
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Disclaimer: This product roadmap is for information purposes only and designed to guide you on what is live and what is scheduled for development; it should not be considered a commitment or guarantee. Features and functionality are subject to change at WorkflowMax by BlueRock's discretion. Please note that everyday bug fixes, performance updates, and minor improvements may not be reflected on the roadmap. Make purchasing decisions based on what is currently available.