WorkflowMax

All-in-one ERP project & job management.

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An enterprise-grade system minus the price-tag. Streamline your workflow, with WorkflowMax.

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  • WorkflowMax is a cloud-based ERP project and job management solution designed to help NZ businesses streamline workflows, improve team collaboration, and increase profitability. From quoting and scheduling to time tracking, invoicing, and reporting, WorkflowMax manages every stage of your jobs in one place.

    With WorkflowMax, you can:

    • Boost efficiency and reduce admin timeby managing all jobs, documents, and communications from a single platform.

    • Track time and bill accurately – automatically generate invoices from timesheet data to ensure every billable hour is captured.

    • Collaborate seamlesslywith your crew, subcontractors, engineers, and clients, whether on-site or remote via the mobile app.

    • Customise for your business – tailor templates, quotes, and branding to match your company’s needs and style.

    • Manage leads, quotes, and projectsfrom start to finish, helping your team deliver on time and on budget.

    Add WorkflowMax to your toolkit and take control of your projects, improve workflow efficiency, and simplify business management - all at a fraction of the cost of traditional enterprise solutions.

Ask us about getting an audit done to see how your existing workflow system could be improved.

  • Smarter Job & Project Management

    WorkflowMax now includes improved job visibility and task organisation tools.

    • Job progress snapshot: A quick overview of profitability, hours logged, and overall job performance so managers can instantly see how a project is tracking.

    • Phases (formerly folders): Jobs can now be broken into phases, making it easier to organise tasks, costs, and milestones.

    • Kanban board view (beta): A visual drag-and-drop board that lets teams move jobs between statuses to manage workflows more clearly.

    Project managers can see progress faster and manage multiple jobs more effectively.

    Faster Timesheets & Time Tracking

    Time tracking has been streamlined to reduce admin.

    • Copy previous week’s timesheets to quickly repeat recurring job tasks.

    • Switch between staff timesheets easily via dropdown navigation.

    • Calendar integration (beta): Sync events from Google Calendar or Outlook and convert them directly into timesheet entries.

    • Improved time entry defaults to automatically continue from the previous entry.

    Less manual entry means teams spend less time on admin and more time on productive work.

    Improved Reporting & Business Insights

    WorkflowMax has expanded its reporting and dashboard tools.

    • Customisable dashboards showing key performance metrics.

    • Monthly summary reports to group financial or job data by month and client.

    • Scheduled reports (beta) that automatically send saved reports.

    Business owners can track trends, revenue, and profitability more easily.

    Better Quoting, Invoicing & Purchasing

    Several improvements streamline financial workflows.

    • Optional tasks and costs in quotes for upsells or additional services.

    • Percentage invoicing (beta) to bill by project progress or milestones.

    • Revise purchase orders instead of deleting and recreating them.

    • Separate PO receiving and billing for better procurement tracking.

    Finance workflows are more flexible and better aligned with real-world project billing.

    Automation & Integrations

    WorkflowMax is expanding its ecosystem.

    • Zapier integration (beta) to connect with thousands of apps for automation.

    • Improved Xero integration, including tax rate syncing and deep links between invoices.

    • QuickBooks integration (beta) for businesses using different accounting systems.

    Automation reduces manual data entry and connects WorkflowMax to other business tools.

WorkflowMax is a powerful cloud-based job management and project workflow platform designed for service businesses, consultants, and project-driven teams. It helps organisations plan, track, and manage their work more efficiently by bringing jobs, time tracking, quoting, invoicing, and reporting into one central system. By replacing manual spreadsheets and disconnected tools, WorkflowMax simplifies project delivery, improves visibility, and helps businesses stay on top of budgets and deadlines.

With WorkflowMax, teams gain real-time insight into job progress, staff utilisation, and project profitability. From creating quotes and assigning tasks to tracking time and generating invoices, every stage of the job lifecycle can be managed in one place. Built-in reporting and dashboards give managers clear visibility into performance, helping them make smarter decisions and keep projects running smoothly.

  • A software interface displaying a procurement schedule for a project. It lists subcontractors with options to add or decline them. On the left sidebar, there are menu options such as Dashboard, Projects, and Team Manager. The screen shows interest from 31 subcontractors with logos and names of companies like The Ground & Frame Team, Insitu Co, Vivant Homes, and Amara Property.

    Easy Job Management

    Manage all your jobs in one place. From resources to time and cost management, through to profitability. Seamless workflow management and automated reporting reduces admin time.

  • Powerful Reporting & Insights

    Understand which project type earns you the most money, if you’re missing payments, where you’re under-charging your clients and more - all with a click of your mouse.

  • Screenshot of a construction project budgeting interface comparing quotes for carpentry - first fix, showing budget details, total price, and comparisons from different companies.

    Automated Invoice Creation

    Invoice your clients based on time, costs, flat-rate, percentage of quoted value, or however you like. Fully customisable to fit your business needs.

  • Integrates with Xero

    Save double handling your invoices and POs - automate it!
    Your purchase orders and sales invoices are pushed directly into Xero, saving you time and eliminating double handling

Business dashboard interface displaying welcome message, revenue and profit charts, timesheet summary, tasks list, quote history, and job management sections.

Precise job and financial management with all the customisable reporting you need.

Who We Are

Ask us about a Free WorkflowMax Trial and Audit Today

Ready to simplify your project management and take control of your jobs, budgets, and team workflows? Experience how WorkflowMax can streamline your processes, reduce admin, and give you better visibility across every job.

Start your free trial today using our exclusive link and discover how businesses are saving time, improving job profitability, and managing projects more efficiently with WorkflowMax.

No complicated setup. No long-term commitment. Just smarter job management from day one.

Ask us about a free trial.

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WORKFLOWMAX FAQ

  • The best low-cost way to improve your job management.

    Boost your profitability and performance with WorkflowMax.

    You can use WorkflowMax on a desktop or remotely, making it ideal for construction businesses on the go.

    Do it all from anywhere – manage and issue quotes, jobs, scheduling, time tracking, invoicing, reporting, and more.

  • WorkflowMax offers an integrated platform that covers the entire project lifecycle, from lead management to invoicing, enhancing efficiency and profitability.

    Key Features:

    • Lead and Client Management: Track leads, manage client information, and oversee proposals and sales pipelines from a centralised location.

    • Quoting and Estimating: Generate professional, customisable quotes and estimates quickly, aiding in accurate budgeting and client communication.

    • Job Management: Monitor all aspects of jobs, including task assignments and deadlines, ensuring projects stay on track.

    • Time Tracking: Capture every billable hour with precise time tracking tools, ensuring accurate invoicing and profitability analysis.

    • Invoicing: Create customised invoices efficiently, facilitating faster payments and improved cash flow management.

    • Reporting and Dashboards: Access real-time data through customisable dashboards and detailed reports to make informed business decisions.

    • Integrations: Seamlessly integrate with tools like Xero, HubSpot, Google Drive, and Dropbox to enhance functionality and reduce data duplication.

    By consolidating these features into one platform, WorkflowMax by BlueRock simplifies project management, reduces administrative tasks, and provides valuable insights into business performance, allowing construction teams to focus more on delivering quality work to their clients.

  • Benefits of WorkflowMax

    1. Streamlined Job Management – Manage every project from quote to completion in one cloud-based platform.

    2. Improved Team Collaboration – Coordinate with your crew, subcontractors, and clients seamlessly, on-site or remotely via the mobile app.

    3. Time Tracking & Accurate Billing – Capture all billable hours automatically and generate invoices straight from timesheets.

    4. Reduced Admin & Paperwork – Eliminate repetitive manual tasks, freeing your team to focus on delivery and productivity.

    5. Customisable for Your Business – Personalise quotes, templates, and branding to match your company’s style and workflow.

    6. Real-Time Reporting & Insights – Monitor project performance, profitability, and workloads instantly to make smarter decisions.

    7. Lead & Quote Management – Track prospects and convert leads into projects efficiently.

    8. Cloud-Based Flexibility – Access your projects and data anywhere, anytime, from any device.

    9. Enhanced Compliance & Document Control – Keep all project documents, approvals, and communications in one secure location.

    10. Affordable Enterprise Solution – Get enterprise-grade features without the enterprise price-tag.

  • Our pricing is entirely scalable, based around your business size, number of licences and other factors.

    We don’t do flat fees. We work to a subscription model to fit your budget.

    Starting at as low as $30 a month, it’s one of the most affordable and effective workflow solutions on the market.

  • We will provide you with all the training you need.

    During training, you’ll learn how to get the most out of each section of WorkflowMax.

  • With WorkflowMax, construction businesses can spend less time on admin and more time on delivering quality projects — all while staying organised, profitable, and compliant.