Business Process Automation
Automate the work between the work.
Approvals, requests and follow-up without manual chasing.
Built for service operationsMobile-firstCustomizable workflows
Built around your operation
Quote in front of the customer.
Start with the proven UBTracker workflow. We configure the rules, fields and pricing logic around the way your team actually sells and operates.
1. See it workingStart from a proven workflow for your trade.
2. Adapt the rulesPricing, fields, stages and approvals fit your operation.
3. Pilot safelyTest one workflow or team before expanding.
What you can manage
One workflow. Less chasing.
Keep what matters in one place.
Workflow mappingStart from the process you already use today.
ApprovalsMake responsibilities and next steps visible.
Data captureReplace duplicate entry with structured forms and records.
NotificationsTrigger follow-up when a step needs attention.
IntegrationsConnect ERP, CRM or APIs when the workflow requires it.
Custom reportingSurface the operational information your team needs.
Before / After
Less chasing. More control.
Before
- Spreadsheets
- Texts and calls
- Missing evidence
- Manual follow-up
With UBTracker
- One job record
- Clear ownership
- Evidence attached
- Visible status
See your workflow in action.20-minute walkthrough. No long sales pitch.
Book a demoHow it works
From assignment to closeout.
Simple steps. Clear ownership.
Built from real operations
Built for real work.
Field jobsOrders and evidence
AttendanceGPS and exceptions
ComplianceDocuments and dates
WorkflowsApprovals and follow-up
FAQ
FAQ.
Do I need to replace my ERP or CRM?
Not necessarily. UBTracker can automate a process around your existing systems and integrate when it makes sense.
What kinds of processes can be automated?
Common examples include approvals, work orders, document collection, quoting, customer portals, internal requests and operational reporting.
Is this off-the-shelf software?
UBTracker combines reusable modules with workflow customization, so the solution can fit your process without starting every project from zero.
UBTracker
See it on your workflow.
Show us the process. We will show a cleaner workflow.