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Integration · Job management

Tradie Office Pro + WorkflowMax.

WorkflowMax (now part of BlueRock) is a project and job management platform popular with professional service trades, project-based businesses, and companies that need detailed time tracking and quoting.

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Project tradesBuilding & constructionEngineeringMechanical servicesSpecialist trades
WorkflowMax
Job management
Two-wayPush + real-time events
Native APINot Zapier
Done-for-youWe build & maintain
Powering trade businesses across Australia
Premier Box
TE&S
Tozer Air
Pushing data into WorkflowMax

From Tradie Office Pro into WorkflowMax.

What Tradie Office Pro creates, updates and looks up inside WorkflowMax — automatically, in real time, without your office staff touching anything.

Create new clients

Company details and billing information populated automatically from CRM enquiries.

Add contacts to clients

Contacts created against existing client records — linked properly the first time.

Linked client contacts

People linked to the right company without anyone touching a spreadsheet.

Detailed quotes

Descriptions, budgets and client references — all generated from Tradie Office Pro.

Create jobs

Full project details, scheduling and assignment generated from CRM workflows.

Marketing leads bridged

Bridge the gap between your marketing pipeline and WorkflowMax's lead system.

Update records

Clients, contacts, quotes and jobs kept fresh as info changes.

Lookup data

Job, client, contact, quote and invoice details pulled into the CRM on demand.

Real-time events from WorkflowMax

From WorkflowMax back into your business.

The moment something happens in WorkflowMax, the right CRM workflow fires. No polling, no delay, no “did anyone follow that one up?”

Quote lifecycle

Sent, accepted, declined or revised — every event fires the right CRM workflow.

Job status changes

In progress, on hold, cancelled, completed or invoiced — pipeline stays current.

Invoice lifecycle

Drafts created, invoices approved, sent and paid — payment chase + receipt SMS automated.

Also connected

Plus 7 other integrations your stack already runs.

ServiceM8Job management
SimproJob management
FergusJob management
AroFloJob management
AscoraJob management
XeroAccounting
PylonSolar proposals
FAQ

Questions tradies actually ask.

The short answers on how Tradie Office Pro and WorkflowMax actually work together.

Will this change how my team uses WorkflowMax?+
No. Your team keeps working in WorkflowMax exactly as they do today. Tradie Office Pro reads and writes to WorkflowMax in the background. Nothing changes about the way the field or office staff use the job software itself.
Is the sync real-time?+
Yes. Every change in WorkflowMax fires a live webhook to Tradie Office Pro within seconds, and changes that happen in Tradie Office Pro write straight back to WorkflowMax. No nightly batches, no Zapier glue.
What about my historical data?+
On request, we can pull historical jobs, customers and invoices from WorkflowMax during onboarding so your reporting and lifecycle automations have the full picture from day one.
What if WorkflowMax has an outage?+
We queue every event and resync the moment WorkflowMax comes back online. Nothing gets dropped on the floor.
Ready to start

Built for Australian tradies.

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ServiceM8 Simpro AroFlo Fergus WorkflowMax Ascora Xero Pylon
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