See it in action
Follow one job through Universal Workflow: the customer inquiry, the estimate, the approved job, the schedule, the invoice and the payment. Every screenshot is the real app, filled with sample data.
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From quote to final payment
Each step picks up where the last one left off. The customer and items you enter on the estimate carry into the job, the schedule, the documents and the invoice, so nothing is typed twice.
Features
Ten parts of the workflow, each with the problem it solves. Every feature has its own page with screenshots and an example.
Estimating & quoting
Spreadsheet quotes drift from what materials really cost.
Price sheets, rolls, square feet and pieces with waste, markup, labour and services, and see how every price is worked out.
Learn more about estimating & quoting
Job management
Details scattered across folders, phones and inboxes.
Customer, items, files, payments and history together, with your own statuses, owners and due dates on the job board.
Learn more about job management
Scheduling
Whiteboard schedules nobody else can see.
A day, week and month planner. Bookings carry the crew and the task, and move the job's status when work starts.
Learn more about scheduling
Timesheets
Paper timesheets and payroll done by hand.
Hours and mileage by job, overtime and stat holidays worked out, approvals, and a payroll CSV. On every plan.
Learn more about timesheets
Roles & permissions
Shared logins, or everyone sees your margins.
Roles for managers, sales, production and viewers. Decide who sees prices, sends invoices or changes settings.
Learn more about roles & permissions
Purchase orders
Supplier invoices stuck in email.
Purchase orders linked to each job with the supplier's invoice attached, and project budgets for bigger work.
Learn more about purchase orders
Documents
The same details retyped for every document.
Estimates, quotes, proposals, order acknowledgements, sales orders, work orders, change orders and invoices, branded and ready as PDF.
Learn more about documents
Invoicing & payments
Invoices wait, and customers ask how to pay.
Send invoices with a Pay button and your e-Transfer or cheque details. Online payments mark the job paid.
Learn more about invoicing & payments
Job costing & analytics
Profit you only find out about at year end.
Revenue, unpaid invoices, purchase orders, expenses and net profit for any period, with tax collected and paid.
Learn more about job costing & analytics
Materials & services
Prices retyped on every quote.
Materials by category with costs, sizes and markups, plus your services and saved customers, ready for every quote.
Learn more about materials & servicesIndustries
Whether you work on job sites, in a shop or in your customers’ homes, bring quotes, jobs, crews and invoices into one place.
Survey, artwork approval, production and install
See how it fits
Large-format and print jobs priced from real media
See how it fits
Material, labour and shop time on every job
See how it fits
Custom orders from quote to production and delivery
See how it fits
Estimates, change orders, POs and crews
See how it fits
Installs and service calls, quoted and scheduled
See how it fits
Quotes, crews, hours and invoices for electricians
See how it fits
Service work and renos without the paperwork
See how it fits
Install crews scheduled, tracked and invoiced
See how it fits
Parts and labour estimates, work orders and invoices
See how it fits
Cleaning, moving, maintenance and home services
See how it fitsIf you quote, schedule and deliver jobs, Universal Workflow fits. Start free and set it up your way.
Why it matters
Less paperwork. More progress. Greater growth. Here is what changes when the whole job lives in one place, from the first quote to the final payment.
Quotes, jobs, schedules, hours, orders and invoices live in one place instead of six files.
Every quote, work order, change order and invoice is created from, and filed with, its job.
The office, the shop and the field see the same status, the same schedule and the same files, with team chat and notifications.
Status counts on the job board and bookings on the planner show where every job stands.
The customer and items entered once on the estimate carry into the job, the documents and the invoice.
Purchase orders, hours and payments are recorded against the job, and analytics adds them up.
Roles and permissions decide who can see prices, change the schedule, send invoices or edit settings.
Example
Quote, two purchase orders, three planner bookings, the crew’s hours and the final invoice, all on one $62,800 job.
See how jobs workFree resources
Calculators that work without an account, and guides to each part of the workflow. All resources
FAQ
Can’t find your answer? Send us a message and we’ll get back to you.
Yes. The Free plan never expires and needs no 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. Compare plans.
No. Universal Workflow runs in your web browser on a computer, tablet or phone, so the office, the shop and the field work in the same app. Our mobile app is coming soon.
Yes. Every screenshot on this page is Universal Workflow itself, filled with sample data for a made-up renovation company.
The job board, planner, timesheets and mileage, quotes, work orders, invoices and online payments are on every plan. Essentials adds unlimited jobs, all 8 document types, purchase orders and job costing for up to 5 users. Growth adds full analytics, role-based permissions and QuickBooks Online for up to 10 users, and Premium adds advanced permissions, custom roles and priority support for up to 20 users. See pricing.
Yes. Book a free demo or send us a message about your business, and we can walk through the platform with the way you quote and run jobs.
Your next job starts here
Start free with your own customers, materials and services. Upgrade only when you need more users or features.
Free forever plan · No credit card required
