About Universal Workflow
Software for the businesses that build, make, install and fix things
Universal Workflow is estimating and job management software for businesses that quote work, manage materials and coordinate teams. It brings customers, quotes, jobs, schedules, purchase orders, timesheets, invoices and financial analytics together.
What we believe
How we build Universal Workflow
Built around real jobs
Pricing by the sheet, roll, square foot and piece; statuses you name; crews, hours and supplier costs tied to the work. Designed from how job-based businesses actually run.
Free to start, fair to grow
The Free plan never expires and needs no credit card. Paid plans are one price for the whole team, not per user, and you can upgrade, downgrade or cancel anytime.
Your money stays yours
Online payments go straight to your own Stripe account. Universal Workflow adds no fee on paid plans.
Secure by default
Connections are encrypted with TLS, passwords are hashed, and card details are handled by Stripe. We never store full card numbers.
Works where you work
Universal Workflow runs in the browser on computers, tablets and phones. There is nothing to install.
Made in Canada
Built in Canada for businesses across Canada and the United States, with Canadian sales tax, Interac e-Transfer and bank debit support.
Who it’s for
One app for many trades
Sign and print shops, fabrication and manufacturing, general contractors and renovators, HVAC, electrical and plumbing, installation teams, auto and equipment repair, and service businesses. If your work runs on quotes, jobs and invoices, Universal Workflow fits.
See all industriesHow it works
From quote to final payment
- Customer inquiry. Add the customer and what they need as a new job. Their details carry into every document. Job management
- Create estimate. Price materials, labour and services from your library, with tax, discount and deposit. Estimating & quoting
- Approve & create job. When the customer says yes, the same job moves to Approved. Nothing is retyped. Job board
- Schedule & track work. Book crews on the planner, order materials and log hours against the job. Scheduling & planner
- Generate invoice. Create the invoice from the job and send it with your ways to pay. Invoicing & payments
- Receive & record payment. Online payments mark the job paid; record e-Transfers and cheques by hand. Invoicing & payments
Your next job starts here
Talk to us, or just start
Send us a message about your business, or start free and set it up your way.
Free forever plan · No credit card required