Estimating & quoting
Price jobs from your real material, labour and service costs
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Everything a job-based business runs on, in one place
Estimating, job management, scheduling, timesheets, purchase orders, documents, invoicing, payments and analytics, connected so each step picks up where the last one left off.
Free forever plan · No credit card required
How it fits together
From quote to final payment
Universal Workflow keeps one record for each job. The estimate becomes the job, the job drives the schedule, purchase orders and hours, and the invoice is created from the same record.
- 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
Run the work
Track jobs, schedule crews, record hours and order materials.
Job management
Every job, its customer, files and history in one record
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Job board
Statuses, owners and dates for every open job
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Scheduling & planner
Book crews by day, week or month
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Timesheets & mileage
Hours by job, overtime, approvals, payroll export
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Purchase orders
Supplier orders and invoices tied to each job
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What is estimating and job management software?
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.
Do I need every feature?
No. Start with quoting and the job board, and add scheduling, timesheets, purchase orders and payments when you need them. Everything is in the same app.
Which features are on the Free plan?
Quotes, work orders and invoices, the job board, the planner, timesheets and mileage, and online payments (1% per payment), for 1 user and 20 new jobs a month. Every new account gets Growth features free for 14 days.
Does it connect to QuickBooks?
Growth and Premium include QuickBooks Online integration for invoices and payment status, and purchase orders can be sent as bills.
Your next job starts here
Try every feature free for 14 days
Every new account gets Growth features for 14 days, then keeps the Free plan for as long as you like.
Free forever plan · No credit card required