The future of WorkflowMax

Changes ahead for WorkflowMax in 2024

Today (23 March 2023) Xero announced its plans to retire the WorkflowMax product.

After considering many options and balancing those against competing priorities, the difficult decision was made to retire WorkflowMax on 26 June 2024. This means the WorkflowMax product will no longer be available to use from this date.

This isn’t a decision that has been made lightly, nor does it have any reflection on how much the product has been used over the years.

BlueRock has acquired the WorkflowMax brand

Xero has signed an agreement with tech-led business advisory firm, BlueRock, to take over the WorkflowMax brand. BlueRock has kicked off development of a new job management solution (to be known as WorkflowMax by BlueRock), with similar functionality to WorkflowMax which it expects to make available for customers in early 2024 as a potential alternative job management solution. It will be entirely up to existing customers to choose the right solution that meets their needs, and existing WorkflowMax customers will not automatically be migrated to WorkflowMax by BlueRock.

Please note that if you purchase WorkflowMax by BlueRock, you accept that Xero will receive a revenue share from BlueRock. WorkflowMax by BlueRock is not a Xero product so we recommend you check it out for yourself to make sure it's the right fit for you. We're not responsible for information provided by BlueRock or the WorkflowMax by BlueRock product.

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What can you expect through to 26 June 2024

From the date of announcement (23 March 2023), you have approximately 15 months before WorkflowMax is retired and right up until that date, we’re committed to maintaining the current product and support experience for existing customers.

You can check back to this page for updates.

Need help?

If you need any help at all using the WorkflowMax product, please continue to browse our online help content or you can raise a case with our customer support team.

Read over Xero’s announcement in full

Visit the Xero blog for more detail or go here if you’re a developer or app partner.

There are job and project management solutions in the Xero App Store, many of which are tailored to specific industries, which may suit some customers’ needs. Or you can find out more about WorkflowMax by BlueRock here.

You can export your data at any time using the updated export feature in WorkflowMax that now allows multiple formats to transport your important information off the platform. Learn more here.

Yes, your normal monthly subscription fee will be charged up until 26 June 2024 or until you decide to cancel your account, if prior to the retirement date. You can read more here about how to cancel your subscription if that is what you choose to do before the product is retired.

No. We’ll focus on maintaining the current experience for existing customers up until the date of retirement.

We will continue to monitor and fix, where possible, any major bugs impacting large numbers of customers, and support the current experience for existing customers up until the retirement date of 26 June 2024.

You have 90 days from creating a trial to buy the product and become a customer. Once the 90 days expires you will not be able to become a paying customer. From the announcement date (23 March 2023) we will no longer be accepting any new trialists onto the platform.

If you need any help at all using the WFM product, please continue to browse our online help content or you can raise a case with our customer support team. We will also be keeping this page updated with the latest through to the product being retired on 26 June 2024 so please refer back here for any help you may need in choosing a future solution.

BlueRock intends to have a product available to customers in early 2024. You can learn more about BlueRock here.

No, customers will need to make their own decision about their future solution. To find out more about BlueRock’s plans for WorkflowMax by BlueRock visit www.workflowmax2.com and explore other solutions in the Xero App Store.

You can also export your data anytime using the updated export feature in WorkflowMax that now allows multiple formats to transport your important information off the platform. Learn more here.

BlueRock plans to build a conversion tool to help make the transition to their product, once built and available, as smooth as possible for customers. You can learn more about BlueRock here.

You can also export your data anytime using the updated export feature in WorkflowMax that now allows multiple formats to transport your important information off the platform. Learn more here.

BlueRock intends to have a product available to customers in early 2024. However, we have no control over the new WorkflowMax by BlueRock product. You can follow BlueRock’s progress here.

Please visit the WorkflowMax by BlueRock page for more information.

You can follow BlueRock’s progress here which will include details on how to get in touch with them.

BlueRock is a tech-led business advisory firm. In addition to being a WorkflowMax implementation partner, BlueRock is also a Xero Platinum partner. BlueRock has experience developing web apps, mobile apps and custom integration solutions.

BlueRock intends to build a product with similar functionality to Xero’s WorkflowMax. You can learn more here.