One Connected Business Platform

Run Your Entire Business From One Connected System

Manage customers, quotes, jobs, purchasing, invoices, team workflows and profitability — without switching between spreadsheets and multiple apps.

No credit card requiredSet up in minutesPersonal onboarding

Universal Workflow financial analytics dashboard

Real-Time Business VisibilityRevenue, jobs, purchasing and profit — together.

Every Step. Connected.

From the first customer inquiry to final payment, every part of the workflow stays connected.

Customer

Capture inquiries and keep customer information organised.

Quote

Create professional, branded quotes in minutes.

Job

Convert approved quotes to jobs and track progress.

Purchase Order

Order materials and manage supplier purchase orders.

Invoice

Generate invoices directly from completed jobs.

Payment

Track paid and unpaid invoices and customer payments.

Analytics

Understand revenue, costs and profitability in real time.

Powerful Features Built for Your Business

Everything you need to organise operations, keep teams aligned and protect profitability.

Job Board & Planner

Visual job tracking, scheduling and task management for your entire team.

Quotes & Invoices

Create professional quotes, work orders and invoices without repetitive data entry.

Materials & Services

Manage materials, pricing, services and cost information from one place.

Purchase Orders

Create, send and track supplier POs while keeping purchasing connected to jobs.

Team Management

Add team members, create roles and give every employee the right access.

Analytics & Reports

Track revenue, order volume, outstanding balances, costs and net profit.

QuickBooks Integration

Keep invoicing and accounting workflows connected with QuickBooks.

Univers AI Advisor

Catch pricing changes, margin risks and purchasing issues before they cost you.

See Universal Workflow in Action

Real product screens — one clear view of jobs, schedules and team access.

Job Management

Know Where Every Job Stands

Track job status, assignments, due dates, approvals and invoicing from one connected board.

Planning

Plan Work Visually

Schedule jobs across the week and keep workload visible.

Universal Workflow team and access settings

Team & Access

Right Access for Every Role

Control what each team member can see and manage.

Built to Keep Your Entire Business Connected

Universal Workflow brings the day-to-day operations of growing businesses into one simple platform.

One Connected Workflow

Customer information, quotes, jobs, purchasing, invoices and analytics work together without repetitive data entry.

Designed for Real Operations

Built for businesses that quote work, manage materials, schedule teams, purchase supplies and deliver jobs every day.

Focused on Better Profitability

Real-time analytics and built-in AI insights help owners see costs, margins and performance more clearly.

BUILT-IN AI

Univers AI Advisor

Intelligence That Protects Your Profit

Universal Workflow uses AI to help identify pricing, purchasing and margin issues so you can act on them before they affect profitability.

Price Change AlertsSpot material cost increases before the next quote.

Margin ProtectionFlag quotes that fall below your target margin.

Supplier ComparisonCompare buying history and find better past pricing.

PO AnalysisRead supplier documents and surface potential issues.

Built for the Way Your Business Works

Flexible enough for different industries, structured enough to keep every workflow organised.

Sign Companies

Quote, produce and install signage jobs without the spreadsheet chaos.

Print Shops

Track every print order from artwork approval to delivery and payment.

General Trades

Manage jobs, crews and materials for any hands-on trade business.

Fabrication

Price custom fabrication accurately and keep every build on schedule.

Service Businesses

Schedule field work, dispatch your team and invoice the moment you finish.

Renovation

Run renovation projects, subcontractors and change orders in one place.

Auto & Repair

Turn repair estimates into work orders and paid invoices with less admin.

Manufacturing

Connect production, purchase orders and profit tracking across the floor.

What Business Owners Value

Six ways a connected workflow pays off for growing operational teams.

Having customers, quotes and jobs connected in one place makes the whole workflow easier to follow and manage.

Mark DelaneyOwner, Northline Signs & Graphics — Calgary, AB

The job board gives our team a much clearer view of what is quoted, in production, ready for installation and completed.

Danielle RoyOperations Manager, Rivet & Beam Fabrication — Hamilton, ON

Creating professional quotes is faster when customer details, materials, services and pricing are already organised.

Chris VandermeerOwner, Cedar Press Printing — Grand Rapids, MI

Connecting purchase orders and job costs makes it easier to see where money is going and protect our margin.

Tony AlvarezPurchasing Manager, Summit Ridge Contracting — Denver, CO

Role-based access keeps each employee focused while management still has visibility across the whole operation.

Rachel NowakOwner, Blue Harbour Services — Halifax, NS

The analytics page brings revenue, unpaid invoices, costs and profitability together without another spreadsheet.

Jason WhitfieldGeneral Manager, Ironhouse Trades Group — Austin, TX

Simple, Transparent Pricing

Every plan includes the full platform. Upgrade or downgrade anytime.

Starter

For small shops getting organised

$49/month

Up to 5 team members
Unlimited quotes & jobs
Purchase orders
Profit tracking
Materials library

Growth

For growing teams that need it all

$79/month

Up to 10 team members
Unlimited quotes & jobs
Purchase orders
Profit tracking
Custom roles & permissions
Full financial analytics
QuickBooks integration
Univers AI assistant
Priority email support

Pro

For larger teams at full speed

$99/month

Up to 20 team members
Unlimited quotes & jobs
Purchase orders
Profit tracking
Custom roles & permissions
Full financial analytics
QuickBooks integration
Univers AI assistant
Priority email support

Enterprise

For operations with 20+ members

20+ team members
Multiple locations
Everything in Pro
QuickBooks integration
Univers AI assistant
Custom onboarding
Dedicated support

Email Us

14-Day Free TrialNo credit card requiredCancel AnytimeNo long-term contractsSecure & ReliableYour business data stays protected

Ready to Run Your Business Smarter?

Start your free trial, or book a demo and we will walk you through it.

Get in Touch

Have a question or want to see how it fits your operation? We would love to hear from you.

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Full Name *

Company (optional)

Email Address *

Message *

Effective Date: July 1, 2026

1. Agreement to Terms

These Terms and Conditions ("Terms") form a binding agreement between Universal Workflow (operated by Ajaykumar Patel, "UWF", "we", "us") and the person or entity registering for or using Universal Workflow ("Customer", "you"). By creating an account, you accept these Terms.

2. The Service

Universal Workflow is a cloud-based job management platform for trades and field service businesses, providing quoting, job/work order tracking, purchase orders, invoicing, materials libraries, team management, analytics, and optional integrations (including QuickBooks Online).

3. Accounts and Registration

You must provide accurate, current information and keep it up to date.
You are responsible for your login credentials and all activity under your account.
Notify us promptly of any unauthorized use of your account.

4. Subscription Plans, Fees, and Billing

Plans (Starter, Growth, Pro) are billed in advance on a recurring basis via Stripe.
Fees are non-refundable except as required by law.
We may change fees on renewal with at least 30 days' notice.
Failure to pay may result in suspension after notice.

5. Free Trial

New accounts receive a 14-day free trial. After the trial, if no paid subscription is active, the account becomes read-only: data is preserved and viewable, but no new content may be created until you subscribe.

6. Customer Data

You retain ownership of all data you input (quotes, jobs, customer records, invoices, files). You grant UWF a limited license to host and process this data solely to provide the Service. You may export your data at any time while active.

7. Acceptable Use

You agree not to use the Service unlawfully, upload malicious code, attempt to breach security, reverse-engineer the platform, or resell the Service without written consent.

8. Intellectual Property

UWF retains all rights in the Service, including software, design, and trademarks. These Terms grant you only a limited right to use the Service.

9. Warranties and Liability

The Service is provided "as is." To the maximum extent permitted by law, UWF's total liability for any claim will not exceed the fees you paid in the 12 months preceding the claim, and UWF is not liable for indirect, incidental, or consequential damages.

10. Termination

You may cancel at any time, effective at the end of the billing period. We may suspend or terminate accounts for material breach, non-payment, or unlawful use.

11. Governing Law

These Terms are governed by the laws of the Province of Alberta and the federal laws of Canada applicable therein.

This is a condensed summary. The complete Terms and Conditions document is available on request or at our website.

Effective Date: July 1, 2026

1. Introduction

This Privacy Policy explains how Universal Workflow ("UWF") collects, uses, discloses, and safeguards personal data when you use our platform. It is designed to meet the requirements of the GDPR/UK GDPR, CCPA/CPRA, PIPEDA, CASL, LGPD, and other applicable data protection laws.

2. Data We Collect

Account and contact data: name, email, phone, company, billing address.
Job and business data: quotes, work orders, purchase orders, invoices, customer records, files.
Payment data: processed by Stripe; UWF does not store full card numbers.
Usage data: pages viewed, features used, device/browser type, IP address.

3. How We Use Data

To provide the Service, process billing, deliver support, maintain security, improve the product, and — with consent or an existing relationship — send product updates. We do not sell personal data.

4. Sub-processors

Supabase — database and backend infrastructure.
Stripe — payment processing and billing.
Brevo — transactional and marketing email.
Netlify — application hosting and serverless functions.
Google Ads — advertising measurement on our public website only (not inside your account).

5. Cookies and Advertising Measurement

On our public website (the homepage and the sign-in page) we use Google Ads cookies to measure which advertisements bring people to us. These cookies are not used inside your account — once you sign in, no advertising or analytics tag runs, and your jobs, customers, invoices and financial data are never shared with Google or any advertising network.

Where the law requires opt-in consent (the EEA, the UK, Switzerland, Brazil and Quebec) these cookies stay switched off until you accept. Elsewhere they are on by default and you may decline at any time. Whatever you choose, essential cookies needed to keep you signed in and secure continue to work.

To change your choice at any time, use the link below. Manage cookie choices

6. Your Rights

Depending on your location, you may have rights to access, correct, delete, restrict, or port your personal data, and to object to certain processing, under GDPR, CCPA/CPRA, PIPEDA, or equivalent laws. Contact privacy@universal-workflow.com to exercise these rights.

7. Security

We use encryption in transit and at rest, row-level security policies, and access controls to protect your data. See our Security Policy for details.

8. Retention

We retain data while your account is active and for a limited period after cancellation to allow export, unless a longer period is required for legal or tax purposes.

This is a condensed summary. The complete Privacy Policy is available on request or at our website.

Effective Date: July 1, 2026

1. Purpose

This Data Processing Agreement ("DPA") governs UWF's processing of personal data on behalf of the Customer (the "Controller"), and is intended to satisfy Article 28 GDPR and equivalent requirements under PIPEDA, CCPA/CPRA, and LGPD.

2. Roles

For personal data contained in Customer Data (e.g., your own customers' contact details entered into jobs and invoices), the Customer is the Controller and UWF is the Processor, acting only on the Customer's documented instructions.

3. Security Measures

UWF maintains encryption in transit and at rest, row-level security, access controls, logging, and regular security review, as detailed in our Security Policy.

4. Sub-processors

Customer authorizes UWF's use of Supabase, Stripe, Brevo, and Netlify as sub-processors, each bound by data protection obligations substantially equivalent to this DPA. UWF will notify Customer of any new sub-processor with reasonable advance notice.

5. International Transfers

Where data is transferred outside the EEA, UK, or Canada, UWF relies on Standard Contractual Clauses or another valid transfer mechanism recognized under applicable law.

6. Breach Notification

UWF will notify Customer without undue delay, and in any event within 72 hours of becoming aware, of any confirmed personal data breach affecting Customer's data.

7. Deletion on Termination

Upon termination, UWF will delete or return Customer's data within 30 days, unless applicable law requires continued retention.

This is a condensed summary. The complete Data Processing Agreement is available on request or at our website.

1. Purpose

This Security Policy describes the technical and organizational measures Universal Workflow applies to protect Customer Data.

2. Encryption

Data in transit is encrypted using TLS. Data at rest is encrypted at the infrastructure level by our database and hosting providers. Passwords are hashed, never stored in plaintext.

3. Access Controls

Row-Level Security (RLS) policies restrict every database query to the authenticated user's own company.
Authentication is cloud-authoritative, verified against the backend each session.
Logout clears in-memory data to prevent residual exposure on shared devices.
Administrative access to production systems is restricted to authorized personnel.

4. Payment Security

UWF does not store full card numbers. All card data is handled directly by Stripe, a PCI-DSS Level 1 certified processor.

5. Backups and Continuity

Application data is stored in a managed PostgreSQL database with automated backup capabilities. Customers can export their own data at any time.

6. Incident Response

Suspected security incidents are triaged promptly, with containment as the first priority, followed by root-cause analysis, remediation, and notification consistent with our DPA.

7. Reporting a Concern

Report suspected vulnerabilities to security@universal-workflow.com.

This is a condensed summary. The complete Security Policy is available on request or at our website.

Create Job

Logo

Company Name

Address

Phone

GST Number

Customer Details

WO: — | PO: —

Work Order # *

PO Number

Customer Name *

Company

Phone

Email *

Needed to auto-send QuickBooks invoices

Address

Shipping Info

Show shipping on PDFs Same as billing

Job Title

Job Notes

Show on Work Order PDF

Highlight

Notes stay inside the app. They appear on View Job for the whole team, and only reach a PDF if you tick the box above.

Additional Services

Discount

Discount Type

Estimate Summary

Subtotal$0.00

GST (%)$0.00

TOTAL$0.00

Deposit

Optional. Applied after tax and deducted from the invoice total. Displays on the Invoice only.

Deposit Type

Settings

Company Details

Company Logo

Upload

Used on all PDFs

Company Name

GST Number

Phone

Address

Default Rates

GST Rate (%)

Production Labor ($/hr)

Footer Text

Payment Terms

Business Hours

Sets the hour window the Job Planner grid shows. Jobs already scheduled outside these hours stay scheduled — they're pinned to the edge of the grid and flagged.

Day Starts

Day Ends

Add Team Member

Email *

Full Name *

Role

Temporary Password

Name	Email	Role	Status	Last Login	Actions

Roles & Permissions

Create roles for your team. Roles and permissions save automatically. Owner always has full access to everything.

Job Statuses

New statuses appear on the filter bar automatically after saving.

QuickBooks Integration

Connect your QuickBooks Online account to send invoices with a "Pay now" link when a job is completed. Payments are detected automatically and the job is marked as paid.

Add Material

Name *

Pricing Type

Price ($)

Default Markup %

Add Service

Service Name *

Pricing Type

Rate / Price ($)

Add Company

Company Name *

Owner Email *

Password *

Owner Name *

Phone

GST Number

Address

Job Summary

Edit Profile

Full Name *

Email Address

Change Password

Current Password

New Password

Confirm New Password

Danger Zone

Deleting your account removes it permanently.

Delete My Account

Quote Preview

Run Your Entire Business From One Connected System

Every Step. Connected.

Powerful Features Built for Your Business

Job Board & Planner

Quotes & Invoices

Materials & Services

Purchase Orders

Team Management

Analytics & Reports

QuickBooks Integration

Univers AI Advisor

See Universal Workflow in Action

Know Where Every Job Stands

Plan Work Visually

Right Access for Every Role

Built to Keep Your Entire Business Connected

One Connected Workflow

Designed for Real Operations

Focused on Better Profitability

Univers AI Advisor

Intelligence That Protects Your Profit

Built for the Way Your Business Works

What Business Owners Value

Simple, Transparent Pricing

Starter

Growth

Pro

Enterprise

Ready to Run Your Business Smarter?

Get in Touch

Forgot Password?

Check your email

Choose a new password

Account locked

Universal Workflow — Legal Agreement

1. Agreement to Terms

2. The Service

3. Accounts and Registration

4. Subscription Plans, Fees, and Billing

5. Free Trial

6. Customer Data

7. Acceptable Use

8. Intellectual Property

9. Warranties and Liability

10. Termination

11. Governing Law

1. Introduction

2. Data We Collect

3. How We Use Data

4. Sub-processors

5. Cookies and Advertising Measurement

6. Your Rights

7. Security

8. Retention

1. Purpose

2. Roles

3. Security Measures

4. Sub-processors

5. International Transfers

6. Breach Notification

7. Deletion on Termination

1. Purpose

2. Encryption

3. Access Controls

4. Payment Security

5. Backups and Continuity

6. Incident Response

7. Reporting a Concern

Job Board

Completed Jobs

Create Job

Customer Details

Shipping Info

Job Title

Job Notes

Additional Services

Discount

Estimate Summary

Deposit

Library