WorkflowMax by BlueRock

 

We're here to guide you

Working with a certified partner, whether you're implementing a new system or migrating over to the new WorkflowMax,  can take the time and frustration out of the transition, as well as ensuring you are utilising the system to its full potential.

We believe that a business owner needs to play to their strengths. When heading a company, we often find ourselves bogged down in the details, rather than doing what we need to do: run the business. Equation can save you precious time, energy and money by cutting through the noise and stress while showing you exactly what you need to know.

Mini Mastery Webinar Series

Maximize your WorkflowMax efficiency with expert tips and guidance from Leigh MacLeod. Join our upcoming webinars, where Leigh will unveil powerful features and strategies to optimize your WorkflowMax experience. Learn how to streamline your processes, explore advanced functionalities, and boost productivity with actionable insights. Don’t miss out on the chance to enhance your WorkflowMax skills with advice from a leading expert.

Book in for our 30-45 minute mini-webinars over the next 3 weeks. Can't make that time? Register for the sesssion/s and we can send a recording to watch at a time that suits. 

Or, if you would prefer a more personalised session, book your team a one-on-one class with Leigh and make the most of the Q&A section.

 

 

 

Find out more
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What can we do for you?

  • We assist in implementing your existing processes into WorkflowMax by BlueRock.

  • 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.  

What are the benefits of WorkflowMax?

WFM is the software to simplify your job, cost, and time management while giving you the ability to back cost on a job.

Job Management
Job Management

Manage all your jobs from one central location with the ability to capture additional information with custom fields.

Time Tracking
Time Tracking

Capture time as you go in 8 different ways and allow different staff rates for different tasks.

Xero Integration
Xero Integration

Seamless Integration with Xero in real-time, mapping to your chart of accounts and tracking categories.

Lead Management
Lead Management

Track, report and categorise your new leads.

Job Costing
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
Quoting

Create quotes that flow directly from jobs through to invoicing.

When our customers succeed, we succeed

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
One of Nicole’s key traits is her ability to take away a problem and come back to us 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.
Fiona McKissock
Crighton Andersons
I found our consultant to be very responsive to our needs with great on-site coaching support.
SPCA
Canterbury

We're here to help you get your software on track

Get in touch with the team at Equation today, we'd love to discuss how we can help.
Get in touch