Job board
Statuses, owners and dates for every open job
Learn moreJob management
Job management software that keeps every job in one place
Each job in Universal Workflow holds the customer, the products and prices, its documents, files, bookings, payments and history. Your team works from the same record instead of chasing it.
Free forever plan · No credit card required
The problem
Job details end up everywhere except where you need them
Quotes in one folder, photos on a phone, supplier invoices in email and the schedule on a whiteboard. Every question about a job means hunting.
Scattered information
The latest drawing, the agreed price and the delivery date live in different places.
No single status
The office, the shop and the field each think the job is at a different stage.
Lost history
When something changes, nobody can see who changed it, or when.
How it works
One record for every job, from quote to paid
Everything about a job, in one view
Open any job to see its work order number, status, customer and company, who created it, the products, attached files and the payment position: total, paid and balance. From there you can edit the job, create a document, request a payment or record one.
- Customer, company and contact details
- Items and prices from the quote
- Attached PDFs and photos
- Payments, deposits and the balance owing
Track every open job on the board
The job board lists every open job with its status, the person it's assigned to and its dates. Statuses are yours to name and colour, so the board matches how your work actually moves.
Finished jobs and their payments
Completed jobs move to their own page with the completion date, payment status and a team note. Send the invoice from there, see what's still unpaid, and keep the history of what was done.
- Paid and unpaid at a glance
- Send or resend the invoice
- History of every change, by person and time
What changes
Less chasing, fewer mistakes
One source of truth
The office, the shop and the crew see the same job, the same status and the same files.
Faster answers
When a customer calls, the quote, schedule and balance are one click away.
A record of changes
History shows who changed what and when, across every job.
Files with the job
Drawings, permits, photos and supplier invoices stay attached to the work they belong to.
Clear ownership
Every job has an assignee, a due date and a status.
Team chat and notifications
Your team can message each other and get notified about the work that matters to them.
Example
How a café fit-out runs as one job
A general contractor handles a café tenant improvement worth $62,800.
- Quote. The estimator builds the quote from the material library and sends it with the company's logo.
- Approve. The customer says yes; the job moves to Approved and the approval date is entered on the board.
- Order. Purchase orders for framing and drywall are added and tied to the job.
- Schedule. Crews are booked on the planner; at each booking's start time the job moves to In Progress.
- Invoice and get paid. The finished job goes to Completed, the invoice goes out, and the payment is recorded against it.
FAQ
Questions about job management
Can’t find your answer? Send us a message and we’ll get back to you.
What is job management software?
Software that keeps everything about a job together: the customer, the price, the schedule, the documents, the costs and the payments, so the whole team works from one record from first quote to final payment.
Can I customize the stages a job goes through?
Yes. You name the statuses and choose their colours in Settings, and the job board, planner and filters all use them.
Can I attach files to a job?
Yes. Upload PDFs and images to a job. Storage depends on your plan: 100 MB on Free, 25 GB on Essentials, 100 GB on Growth and 250 GB on Premium, with more available on paid plans.
Can my team see who changed a job?
Yes. History records changes to jobs, including status changes and who made them.
Does it work on a phone?
Yes. Universal Workflow runs in the browser on computers, tablets and phones. There is nothing to install, and our mobile app is coming soon.
Your next job starts here
Run every job from one record
Start free and move your next job out of folders, inboxes and whiteboards.
Free forever plan · No credit card required