Manage business from one screen. Easy.

 

 

Get the job. Manage business.
Simple software.

Why work with WorkflowU

Profitable onsite quoting

Track jobs from quotes to payment

Manage teams for greater productivity

Real-time insights for cost-effective jobs

How it works

Saving hands-on business owners and managers on time, job costs and admin work. Make sales sooner with greater team productivity for added value to the customer.

Welcome to business management software designed and built for service-based jobs.

From simple quoting to invoicing, schedule and communicate with easy workflow management while tracking teams and inventory.

Get customer sign off on site and start work immediately upon approval.

Why is WorkflowU different to anyone else?

Easy onboarding and support

Easy to use. Onboard in minutes. Get help any time, any day.

Profitable onsite quoting

Maximise your gross profit margin.

Reduce admin overwhelm

Recover 25+ hours
in administration work
per week.

Efficient business process automations

Save 30–60% in cost savings.

The lead domino for greater team productivity, sales conversions and customer engagement

Take control

Drive company profits: capture better data on project costs before invoicing for a better bottom line and greater team productivity with all types of work, from service and maintenance to project based jobs.

Manage teams, customers, jobs and projects from lead to quote to service delivery – and all the way through to invoicing and collecting payment.

Get your team on track, and projections and sales on an upward trajectory

WorkflowU helps local trades and service businesses manage the costs of operations, customers, teams and projects in real-time for maximum profitability with greater output and job satisfaction

Connect the office to the field and start costing on jobs and projects that deliver

Welcome to a complete overview of all your financials and insights in one place.

Expect faster

N

actionable directions

N

benchmarking

N

KPI monitoring

N

forecasting and

N

reporting

One screen seamlessly integrating with others
so we all work together

N

Great looking quotes available at the click of a button, anytime, anywhere

N

End to end job tracking: manage jobs from quotes to conversion

N

Scale business down to the team, cash flow, sales, operations and risk with a complete overview of business performance

N

Never miss a client call again and guarantee five star customer experiences

N

Real-time project performance and reporting

Pick a plan affordable for you. Grow with us.

Try our free package. As your business grows, we grow with you.

Welcome to a stronger, faster way to push business forward,
while managing your clients, teams, projects, productivity
– and work happiness.

Contact us

Let’s connect

Work smarter, not harder. So let’s get to work

Sign into your dashboard – and start creating quotes