G2

Verified User in Printing

Small-Business (50 or fewer emp.)

11/1/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

"One place to manage every job, from quote to payment"

5/5

What do you like best about Universal Workflow?

The best part is having estimates, jobs, schedules, timesheets, and invoices in one connected workspace. Customer details and job information carry through the workflow, reducing repetitive data entry. The customizable job board makes progress easy to follow, while team permissions help keep everyone focused on their responsibilities—from the first quote to final payment. Review collected by and hosted on G2.com.

What do you dislike about Universal Workflow?

A dedicated mobile app would be a useful addition, especially for field teams. Universal Workflow works through a mobile browser, but an app could make checking job details, updating progress, and submitting timesheets more convenient while on site. Review collected by and hosted on G2.com.

What problems is Universal Workflow solving and how is that benefiting you?

Universal Workflow helps solve scattered job information, repeated data entry, and unclear job progress. Connecting quotes, schedules, timesheets, purchase orders, and invoices makes it easier to coordinate work and keep records organized. The main benefits are less paperwork, clearer team responsibilities, and better visibility into job costs, profitability, and outstanding payments—all in one workspace. Review collected by and hosted on G2.com.