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.
