Migration made easy

Follow our resources to make your transition to the new WorkflowMax by BlueRock simple and seamless 💚
A sneak peek of what's to come
Helpful resources to make your transition easier

Watch our migration tutorial

Get the migration guide

Find a partner to help you migrate

Sign up and become a customer by 1 April 2024 to get 50% off ​your subscription fees for 3 months*​

Let the migration wizard do the heavy lifting!​
Planning and preparing for a software migration can take anywhere between one week to 3 months.
Follow the steps in the guide to make your migration a breeze.
Advice from our partners
Tried and tested advice from our systems experts

Tap into a global network of implementation partners

Many of our implementation partners will continue to provide advice and support for customers through the transition.
Reach out to them via the links below to get help with a system audit/health check, or if you have unique implementation needs.
view all partners

Beta release December 2023 – Free early bird access

If you’re an existing Xero WorkflowMax customer, you’ll get the first priority to move onto the new and improved WorkflowMax by BlueRock when our beta version is released in December 2023.

Be the first of many to test out the new platform, provide feedback, and become a founding customer in the new world of WorkflowMax by BlueRock.
Move over in December 2023
Free access for Beta release
Complete data migration at no cost
Priority access for existing customers of WorkfowMax by Xero
Invitation to the Beta launch event
Everything you need to know about migrating
Can’t find an answer? Contact us
Or view our full migration FAQ's here
How can we get assistance or technical support?
Our support team will be available 24/7 to help you with any questions you may have. Email support@workflowmax2.com or raise a case when you’re logged in to your WorkflowMax by BlueRock account, and one of the team will get back to you as soon as possible.
What level of customer support will be available during and after migration?
You can contact our support team 24/7. If you need more in-depth migration support and configuration, you can find certified implementation partner and advisor details on our website.
Will there be training and onboarding resources available to help us and our team get up to speed with the new software?
Most certainly. Our migration process is extremely intuitive, however, there is a step-by-step migration guide available to download. Throughout the entire process from signing up for a trial to going through the migration process, you will be guided with in-product prompts and a new product tour. You’ll find detailed information and instructions in the online support centre. The WorkflowMax by BlueRock support team will be available 24/7 to help with any ad hoc questions.
What data doesn’t come across, and what do I need to reconfigure?
The only items that won't come across (automatically) are custom reports, custom print templates, and 3rd party integrations. Visit the step-by-step migration guide for more information and instructions.
What data comes across?
You will be please to know that all documents, notes, milestones and custom fields will be migrated. In addition, custom fields may now be added to quotes in WorkflowMax by BlueRock. If the same custom field is added to both a quote and a job, the quote custom field data will automatically be copied to the job custom field, when the quote is marked as accepted. This new functionality can be used to capture non-financial job information earlier in your workflow. We have also created a new feature called user roles which will allow you to set up specific permission sets and bulk invite your team. You will need to re-invite your staff to the new account once you are ready.
Have an enquiry?
The team at WorkflowMax by BlueRock are happy to answer any questions you may have. If you have an enquiry about our new product, upcoming migration or new feature requests - please get in contact with us.

Register your interest

If you’d like to express interest in WorkflowMax by BlueRock, fill out the form below and we’ll keep you iproduct updates, news and next steps.

There will also be an exciting opportunity for customers to be involved in the beta program early next year, with amazing incentives in place. If you’re an existing WorkflowMax partner, and would like to sign up for updates from BlueRock, please visit our partner pag