Estimating & Job Management Software Built for Growing Businesses.

Software that covers a job from the first quote to the final payment: pricing the work, tracking it as a job, scheduling crews, recording costs and hours, creating documents and invoicing. Universal Workflow does all of these in one connected place.

Any business that quotes and delivers jobs, including sign companies, print shops, fabrication and manufacturing, general contractors, HVAC, electrical, plumbing, installation teams, auto and equipment repair shops and service businesses.

Yes. The Free plan never expires and needs no subscription or credit card: 1 user, 20 new jobs a month and 100 MB of storage. Every new account also gets all Growth features free for its first 14 days. Upgrade only if you need more, and nothing is ever deleted. Compare plans.

Yes. Name your own job statuses and pick their colours in Settings. The job board, its filters and the planner all use your stages, and a booking can move a job to the next stage when the work starts.

Yes. The estimate, the job and the invoice are the same record, so the customer, items, tax and deposit carry through. Request a deposit, invoice progress or the balance, and see every payment on the job.

Yes. Invite your team by email and give each person a role. Growth includes role-based permissions, such as who can see prices, send invoices or edit settings, and Premium adds advanced permissions and custom roles.

Yes. Create estimates, quotes, proposals, order acknowledgements, sales orders, work orders, change orders and invoices from each job, print or save them as PDF, and attach files such as drawings and supplier invoices to jobs and purchase orders.

Each estimate holds the material, labour and supply costs; purchase orders record what you actually bought for the job; timesheets record hours by job; and Financial Analytics brings revenue, purchase orders and expenses together into net profit for any period.

Yes. Everyone logs their hours by job and the trips they drive, then submits a timesheet each pay period. Overtime and stat holidays are worked out for you, managers approve in one click, and payroll gets a download. Timesheets are included on every plan.

Yes. Growth and Premium include QuickBooks Online integration for invoicing and payment status. You need your own QuickBooks Online subscription.

Yes. Connect your own Stripe account and your invoices can include a Pay button. Customers pay by card, or by bank debit in Canada, and the job is marked paid by itself. Stripe’s processing fees apply. Universal Workflow adds no fee on paid plans and 1% per online payment on the Free plan.

Our mobile app is coming soon. Until then, Universal Workflow works in the browser on any phone or tablet, with nothing to install, so the office, the shop and the field already use the same jobs.

Yes. Request a free demo or send us a message about your business. We can walk through the platform and help you see how it fits your estimating and job management process.