Blog
Your WorkflowMax by Blue Rock File
How to invite an Advisor, what's happening with migrations and the temporary work arounds.
My WorkflowMax Test Migration
Learnings from running my own test migration file into WorkflowMax by BlueRock.
Migration Update from BlueRock
As a WorkflowMax Foundational Partner I am in direct contact with BlueRock for the latest developments. This update is effective 14 March 2024 after a 1 to 1 personal update.
WorkflowMax Migration Flow Chart
A flowchart showing the steps for migration from WorkflowMax by Xero to WorkflowMax by Blue Rock during the migration window of 22 February 2024 to 26 June 2024.
WorkflowMax2 November (and August) Update
A concise summary of development updates to WorkflowMax2. Enhancements, migration and new developments for the first release in 2024.
Consultant Costs in WorkflowMax
As a WorkflowMax consultant, I often encounter situations where businesses need to keep track of progressive billing from external consultants as part of a Fixed Price Quote. Here is an example where…
How to print timesheet info on WorkflowMax invoices
There is a setting for your WorkflowMax file overall, which controls whether timesheet information just automatically gets printed onto any custom invoice template, even without putting in specific…
How to invoice a Fixed Price Quote and Charge Up Work on one Job in WorkflowMax
I am often asked if it’s possible to run a quoted job in WFM, invoicing different sections of the quote progressively each month, and also have extra tasks added to invoice charge up labour. At the…
How to choose the best Job Management Software
WorkflowMax, Fergus, BuilderTrend, Tradify... which job management software should you choose? Our software consultants live and breathe WorkflowMax, but don't necessarily recommend it for every…
5 Common Problems when Invoicing in WorkflowMax and How to Fix Them
1. Original quote amount gets lost when fixed price variations are added for invoicing? This happens when a new Fixed Price Variation is added to the Job as a new Quote, and overwrites the original…