---
description: Learn more about Universal Workflow price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Universal Workflow Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Business Management Software](/directory/30532/business-management/software) > [Universal Workflow](/software/1238432/Universal-Workflow)

# Universal Workflow

Canonical: https://www.capterra.co.nz/software/1238432/Universal-Workflow

> Universal Workflow is a cloud platform helping trades and service businesses manage customers, jobs, quotes, invoices, and workflows.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Universal Workflow?

Built for sign, print, fabrication, manufacturing, construction, renovation, automotive, HVAC, electrical, plumbing, installation, field service, contracting, and service businesses.

## About the vendor

- **Company**: Universal Workflow

## Commercial Context

- **Starting Price**: CA$49.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Brazil, Canada, United Kingdom, United States

## Features

- Access Controls/Permissions
- Billing & Invoicing
- Business Process Automation
- Document Management
- Performance Metrics
- Project Management
- Reporting & Statistics
- Task Management
- Time & Expense Tracking
- Vendor Management
- Workflow Management

## Integrations (3 total)

- QuickBooks Enterprise
- QuickBooks Online
- QuickBooks Solopreneur

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Business Management Software](https://www.capterra.co.nz/directory/30532/business-management/software)

## Related Categories

- [Business Management Software](https://www.capterra.co.nz/directory/30532/business-management/software)
- [Workflow Management Software](https://www.capterra.co.nz/directory/30091/workflow-management/software)

## Alternatives

1. [MYOB Acumatica](https://www.capterra.co.nz/software/179531/myob-advanced) — 4.1/5 (77 reviews)
2. [Simpro](https://www.capterra.co.nz/software/10529/simpro-enterprise) — 4.0/5 (149 reviews)
3. [HARMONiQ](https://www.capterra.co.nz/software/161163/micronet-distribution-software) (0 reviews)
4. [Trello](https://www.capterra.co.nz/software/1010321/trello) — 4.5/5 (23622 reviews)
5. [Salesforce Sales Cloud](https://www.capterra.co.nz/software/61368/salesforce) — 4.4/5 (18810 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1238432/Universal-Workflow)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10183011/Universal-Workflow/> |
| en-AE | <https://www.capterra.ae/software/1238432/Universal-Workflow> |
| en-AU | <https://www.capterra.com.au/software/1238432/Universal-Workflow> |
| en-CA | <https://www.capterra.ca/software/1238432/Universal-Workflow> |
| en-GB | <https://www.capterra.co.uk/software/1238432/Universal-Workflow> |
| en-IE | <https://www.capterra.ie/software/1238432/Universal-Workflow> |
| en-IL | <https://www.capterra.co.il/software/1238432/Universal-Workflow> |
| en-IN | <https://www.capterra.in/software/1238432/Universal-Workflow> |
| en-NZ | <https://www.capterra.co.nz/software/1238432/Universal-Workflow> |
| en-SG | <https://www.capterra.com.sg/software/1238432/Universal-Workflow> |
| en-ZA | <https://www.capterra.co.za/software/1238432/Universal-Workflow> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra New Zealand helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.co.nz","url":"https://www.capterra.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"Universal Workflow","description":"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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e276752f-c714-4424-babf-58e51b5dde54.png","url":"https://www.capterra.co.nz/software/1238432/Universal-Workflow","@id":"https://www.capterra.co.nz/software/1238432/Universal-Workflow#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.nz/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"49","@type":"Offer","priceCurrency":"CAD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.nz/software/1238432/Universal-Workflow#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is Universal Workflow?","@type":"Question","acceptedAnswer":{"text":"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.","@type":"Answer"}},{"name":"Who Uses Universal Workflow?","@type":"Question","acceptedAnswer":{"text":"Built for sign, print, fabrication, manufacturing, construction, renovation, automotive, HVAC, electrical, plumbing, installation, field service, contracting, and service businesses.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.nz/software/1238432/Universal-Workflow#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Business Management Software","position":2,"item":"/directory/30532/business-management/software","@type":"ListItem"},{"name":"Universal Workflow","position":3,"item":"/software/1238432/Universal-Workflow","@type":"ListItem"}]}]}
</script>