1. [Home](https://www.g2.com/)
2. ...
3. [Workflow Management Software](https://www.g2.com/categories/workflow-management)
4. [Universal Workflow Discussions](https://www.g2.com/products/universal-workflow/discuss)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/vendor/image/2076767/large_detail_dd35791d144953c13d32a10bcb260906.jpg "Product Avatar Image")
](/products/universal-workflow/reviews)

[

Universal Workflow

](/products/universal-workflow/reviews)

0 ratings

Universal Workflow is a cloud-based job management platform for trades and field service businesses, consolidating customer information, quoting, job tracking, purchase orders, invoicing, and financial analytics into one workflow. Operations flow seamlessly from customer inquiry to payment, with features like quote generation, job tracking, supplier order management, and invoicing. The job board and planner manage assignments, due dates, and approvals, while scheduling tools optimize workload and visually display timelines. A centralized materials library stores pricing and markup details. Role-based access controls define team member permissions. The Univers AI Advisor detects pricing discrepancies, analyzes supplier rates, and flags margin risks. Financial analytics offer insights into revenue, costs, and profit margins. QuickBooks Online integration automates invoicing and payment updates. Security includes encryption, row-level access controls, and password hashing.

Show More

When users leave Universal Workflow reviews, G2 also collects common questions about the day-to-day use of Universal Workflow. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion.

* * *

### 0.0

Nps Score

### All Universal Workflow Discussions

Search

Most CommentedMost HelpfulCommon QuestionsNewest

All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments

FilterFilter

Filter byExpand/Collapse 

Sort by

Most Commented

Most Helpful

Common Questions

Newest

Filter by

All Discussions

Discussions with Comments

Common Questions

Discussions without Comments

Sorry...

There are no questions about Universal Workflow yet.

## Start a New Software Discussion

Have a software question?

Get answers from real users and experts

[Start A Discussion](/products/universal-workflow/discussions/new)

* * *

 ![Product Avatar Image](https://images.g2crowd.com/uploads/vendor/image/2076767/thumb_square_dd35791d144953c13d32a10bcb260906.jpg "Product Avatar Image")

### Have you used Universal Workflow before?

Answer a few questions to help the Universal Workflow community

[
Yes
](javascript:void(0))[
Yes
](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Funiversal-workflow%2Fdiscuss%3Fsmall_ask%3Duniversal-workflow)
No