From XU Magazine, 
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WorkflowMax by BlueRock is live!

February 22, 2024

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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It’s with great excitement that we announce that WorkflowMax by BlueRock is now live!

Exciting news for all our valued users and potential customers. WorkflowMax by BlueRock is now live! As part of our commitment to providing you with the most efficient and user-friendly job management experience, we're thrilled to offer you a glimpse into the future of WorkflowMax.

We're rolling out the core functionality of the platform so you can dive in, explore, and familiarise yourself with its new look and capabilities. While every single feature isn't available just yet, this initial phase is your chance to see how WorkflowMax by BlueRock will transform your workflow and business operations.

Migration tool launches on Wednesday 28 February

The migration tool is in its final stages and will be available in a week – ready to seamlessly transition your data from WorkflowMax by Xero to the WorkflowMax by BlueRock platform.  

What’s landing when...

WorkflowMax by BlueRock features (1)-1

Stay up to date with our launch schedule

We've launched with most of the core functionality, giving you a solid foundation to start exploring. For those awaiting specific features like the mobile optimised views, job/staff schedule Gantt view, or custom notifications, we recommend holding off on your trial and migration until these features go live in March.

We're committed to transparency and excellence, hence our live release schedule is updated in real time, giving you the chance to follow along with our progress and plan accordingly.

Maximising your trial experience

To get the most out of your trial, we suggest a structured approach:

Week 1: Kick off by diving into the new product. Start by familiarising yourself with the interface improvements and basic workflows. Our online resources, including the WorkflowMax Academy and YouTube channel, are great places to start. Get in early to book your 1:1 migration consultation with our team, before space runs out.

Week 2: Once you're comfortable, use the migration wizard to bring your data over and start testing your workflows in the new system. Remember, any configurations made during the trial will be reset upon completing your final migration. Refer to steps 3-10 in the updated migration guide.

Week 3: After thorough testing, prepare for the final migration and switch to WorkflowMax by BlueRock. This is the time to finalise your migration checklist, communicate with your team about the switch, and reconfigure any custom reports and templates. Refer to steps 11-14 in the updated migration guide.

If you're eager to migrate but reliant on features due for a March or later release, we advise waiting to begin your trial until these functions are ready. This strategy means you can test and experience the full force of WorkflowMax by BlueRock, tailored to your business's unique needs.

Key dates and roadmap

roadmap and key dates Feb

Extended trial for migrating customers in March 😀

Recognising the diverse needs of our users, we’re offering an extended 30-day trial period starting on 21 February 2024. This flexibility allows you to choose the most convenient time for your migration, making sure you're not rushed and can fully benefit from all the features as they become available. Please note: 30-day trials will only be available until mid-March and then we’ll be reverting back to 14-day free trials.

Remember, when you sign up to be a customer by 1 April 2024, you’ll get 50% off your first 3 months of subscription fees.* Refer to the offer details on the website.

As always, your feedback is very important to us. We’ll continue to communicate when new features land and we encourage you to share your thoughts and insights. We're here to support you through every step of this transition.  

Thank you for your ongoing trust and support in WorkflowMax by BlueRock and we look forward to welcoming you to your new home for job management.

Vince Giovanniello and the entire WorkflowMax by BlueRock team

Can't wait to welcome you to your new home for job management 💚

WorkflowMax team shot

Why leave it there?

To find out more about WorkflowMax

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