Estimating & quoting
Price jobs from your real material, labour and service costs
Learn moreFor general contractors
Contractor software for estimates, crews and getting paid
Estimate line by line, take the deposit, order materials against the job, schedule your crews and invoice in stages. Renovators, general contractors and small builders run the whole job from one place.
Free forever plan · No credit card required
What gets in the way
Every job is a project, and projects change
Scope changes, deposits, supplier orders and crew schedules all have to line up, usually across a spreadsheet, a phone and a pile of receipts.
Change orders on napkins
Extra work gets done and never billed.
Deposits tracked by memory
Nobody is sure what was paid against which job.
Supplier receipts in the truck
Material costs never make it back to the job.
How Universal Workflow helps
One system from the first visit to the final invoice
Estimates built line by line
Break the work into products, such as the basement walls, the kitchen or the deck, and build each from your materials, labour and services. Drywall by the sheet, flooring by the square foot, lumber by the piece.
- Deposits as a percentage or amount
- Discounts, sales tax and contract conditions
- Your logo and terms on every document
Change orders and progress billing
When the scope changes, a change order records the original amount, the reason, the revised total and an approval line. Request the deposit before work starts, then invoice progress or the balance; every payment shows against the job.
Invoicing & payments
Crews, hours and materials
Book crews on the planner, have them log hours to the job in timesheets, and record supplier orders as purchase orders on the job.
- Planner bookings can move the job's status
- Overtime and stat holidays worked out
- Supplier invoices attached to each PO
A job from start to finish
A kitchen renovation
A homeowner signs a $38,500 kitchen renovation.
- Estimate. Cabinets, counters, flooring and labour as products, with a 30% deposit to book the start date.
- Deposit. The deposit is requested from the job and paid by e-Transfer; it's recorded against the job.
- Order and schedule. POs go to suppliers and crews are booked for demo, rough-in and finishing.
- Change. The customer adds a pantry; a change order records the new total.
- Invoice. The balance is invoiced with a Pay button, and the job is marked paid when it comes in.
Can I bill a project in stages?
Yes. Request a deposit before work starts, invoice progress amounts, and invoice the balance at the end. Every payment shows on the job.
How do change orders work?
A change order is created from the job. It shows the original amount, the reason for the change, the revised total and a line for the customer's approval.
Does it handle sales tax?
Yes. Your tax rate is applied on the estimate and invoice, and Financial Analytics shows tax collected and paid.
Can my crew use it on site?
Yes. It runs in the browser on phones and tablets. Crews can see the planner and log their hours by job.
Other industries
Your next job starts here
Run your next project from one place
Start free with Growth features for 14 days: estimates, POs, crews and invoices.
Free forever plan · No credit card required