--- title: Universal Workflow Reviews meta\_title: 'Universal Workflow Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Universal Workflow works for a business like yours. date\_modified: '2026-08-29' parent\_category: name: Process Automation url: https://www.g2.com/categories/process-automation ---

# Universal Workflow Reviews & Product Details

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.

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Seller
 [Universal Workflow](https://www.g2.com/sellers/universal-workflow)
Discussions
 [Universal Workflow Community](https://www.g2.com/products/universal-workflow/discuss)

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##### Pricing

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##### Categories on G2

[Workflow Management](https://www.g2.com/categories/workflow-management)

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