SOFTWARE
WorkflowMax by Bluerock
WorkflowMax by Bluerock (WFM) is the software to simplify your job, cost, and time management, while enabling you to back cost on a job.
As a WorkflowMax by Bluerock Certified Implementation Partner, we have a wealth of experience in implementing WFM software and supporting and training teams on how to use WFM. We'll ensure you are utilising the system to its full potential.
Setting you up for success
We can share our experience and expertise to ensure your WorkflowMax by Bluerock software gets set up correctly so you can get the most out of it.
We can assist you in implementing your existing processes into WorkflowMax by BlueRock.
We'll analyse your existing processes to identify and implement potential improvements that enhance efficiency and performance.
We provide comprehensive training and upskilling for your team, ensuring they are fully equipped to utilise the system efficiently and confidently, maximizing its potential.
We offer tailored customisation of your documents, ensuring that all templates are aligned with your business needs and brand identity.
We specialise in creating custom reports tailored to your specific business needs.
Key features & benefits
JOB MANAGEMENT
Manage all your jobs from one central location with the ability to capture additional information with custom fields.
XERO INTEGRATION
Seamless integration with Xero in real-time, mapping to your chart of accounts and tracking categories.
TIME-TRACKING
Capture time as you go in 8 different ways and allow different staff rates for different tasks.
LEAD MANAGEMENT
Track, report and categorise your new leads.
JOB COSTING
Keep track of your jobs as you go by reporting on your profit for every job at the push of a button.
QUOTING
Create quotes that flow directly from jobs through to invoicing.
Testimonials
What our clients are saying about us.
"We had a very positive experience working with Equation. They were quick to address queries, and follow up was timely and accurate. Having someone who knows the software answer questions and take care of the details makes life a lot easier.
Ariki
"Equation started working with us in 2016 when we first implemented WFM by Xero to replace an existing time management system. The Equation team is professional, knowledgeable and approachable about the services they provide. We have always trusted their advice and it has led to our company being very happy with the systems we have implemented."
Davis Ogilvie
"Equation was recommended to us by our accountant and we have subsequently developed a long-term business relationship with Nicole and the team. They were instrumental in supporting us through the transitional period and coordinated a smooth setup of both Xero and Xero payroll.
Lumen
"One of Nicole's key traits is to take away a problem and come back with solutions on how to get the best out of our reporting. She also embeds the knowledge in our business by assisting us with our processes and procedures."
Crighton Andersons
"We started this process some time ago and were having difficulties making it work, in fact we had given up and reverted to our old system! Equation were recommended by a builder we work with who was making the same change with ease. It has definitely been the best move we made."
Swinard Wooden Floors
"We searched for a long time to find someone knowlegeable in Unleashed - Xero integrations. Nicole has been fast, efficient, great to work with, and has been able to make all the changes we needed."
Velocity Vehicle Care