For growing businesses and multi-location teams

Get people ready. Get proposals right.

UMA coordinates employee onboarding, role changes, and offboarding across your systems, with automated actions and follow-up on manual tasks. QuoteSter turns estimator notes and walkthroughs into proposal drafts that capture customer requirements and follow your company’s estimating rules.

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  • Employee changes followed through
  • Company standards built into proposals
  • Clear records and human oversight
Explore Workmind Choose a workflow
UMA | Employee onboarding & lifecycle automation

Keep employee changes moving, from new hire to last day.

Coordinate access and onboarding tasks, automate supported changes, and follow up on manual steps. Extend onboarding with optional background checks and LMS connections.

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Illustration of UMA coordinating employee access changes across systems
Illustrative overview. Available actions depend on connected systems and permissions.

UMA | EMPLOYEE & CONTRACTOR LIFECYCLE AUTOMATION

Managing access shouldn’t become everyone’s problem.

UMA uses your HR or payroll system to coordinate employee onboarding, role changes, and offboarding. It provisions accounts, adjusts permissions, and removes access through supported SCIM, SSO, and API connections. When a step needs a person, UMA assigns it, follows up, and tracks it until completion is confirmed.

  • Get people readyCoordinate accounts, access, and onboarding tasks so people can get to work.
  • Keep permissions alignedAdjust access as roles, responsibilities, and locations change.
  • Finish offboardingRemove access automatically where supported. Assign and follow up on manual steps until completion is confirmed.
  • Know where things standSee completed actions, outstanding tasks, and who owns the next step, with a clear audit trail.

Extend onboarding: Add background checks and learning management system connections to coordinate screening and required training.

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Example workflow

Each tab shows a separate example. See what UMA completes automatically and what it assigns to a person.

HR OR PAYROLL EVENTNew employee added in HR or payroll
Jordan Lee · Operations CoordinatorDenver
TaskMethodStatus
  • Complete background checkHandled via integrationComplete
  • Create Google Workspace accountHandled via integrationComplete
  • Provision application accountHandled via integrationComplete
  • Assign application sign-in accessHandled via integrationComplete
  • Assign onboarding trainingHandled via integrationAssigned
  • Issue building badgeManual · Location managerAwaiting confirmation

Follow-up sent to location manager.

5 completed · 1 awaiting confirmation
Activity
  • HR event received
  • 5 supported actions completed
  • Follow-up sent to location manager

Representative actions only. Connection methods and available actions vary by application and configuration.

Coming next | UMA Native

Keep contractor access covered.

Contractors typically sit outside your HR or payroll system, but still need their access managed. UMA Native keeps their contact records directly in UMA and coordinates access setup, changes, and removal.

QuoteSter | Proposal automation

Your estimator knows the job. QuoteSter helps carry the details through.

Turn notes or recorded walkthroughs into proposal drafts that capture customer requests, scope, and exclusions while applying your company’s estimating rules.

  • Preserve the customer conversationCarry important job details and commitments into the proposal.
  • Build company knowledge into the processApply scope, pricing, and related requirements without relying on memory alone.
  • Support newer estimatorsGive them a consistent starting point grounded in your standards.
  • Reduce proposal preparationSpend less time transferring notes, typing line items, and correcting omissions.

Your estimator reviews, adjusts, and sends.

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Interactive sample

Explore sample inputs and outputs. No account or email required.

QuoteSter
QuotesBid Mode
Draft · Sample Preview proposal
ClientQuote OverviewKitchen
Kitchen ceiling — textured, eggshell finishDraft line item
TaxedItemizedShow on quoteShow on work order
modifySqft0
we provide paint?Yes
coats2
primer?No
prepHrs0.33
how hard?Hard
masking of non-painted surfaces0.33
how high?Under 10ft
setup/cleanup0.33
primer typeNone
Re-hang PicturesYes
ColorEggshell
paint typeSW Cashmere
NotesTextured ceiling; eggshell finish.
PROPOSAL DRAFT
  • Kitchen walls, approximately 12 x 16 x 9 ft, painted white.
  • Textured ceiling with eggshell finish; texture retained in notes.
  • Separate window items for one casement and one window with grids.
DRAFT TOTALCalculated using configured pricing rules

Modeled on QuoteSter’s actual interface. This interactive sample illustrates the experience; it is not the live product or a customer quote.

Behind the draftRule mapping · Kitchen
WALKTHROUGH DETAIL

Textured ceiling

RULE

No dedicated texture field in this template

DRAFT RESULT

Retained in line-item notes

WALKTHROUGH DETAIL

Two window types

RULE

Separate by construction

DRAFT RESULT

Casement and grid-window items

WALKTHROUGH DETAIL

Window color omitted

RULE

Do not infer missing details

DRAFT RESULT

Left unset for review

Bring a recent proposal. See how QuoteSter would build it using your rules.

The personalized demo is a discussion of your systems, requirements, and workflow.

Book a personalized QuoteSter demo

Coming soon | QuoteSter Native

From walkthrough to signed proposal, all in QuoteSter.

QuoteSter Native brings proposal creation, review, and e-signature into QuoteSter itself. Turn estimator notes or recorded walkthroughs into proposals that follow your company’s scope and pricing rules, without needing a separate proposal platform.

  • Capture the job detailsCarry customer requests, scope, and exclusions from your notes or conversation into the proposal.
  • Apply your estimating standardsBuild company requirements into the process so estimators don’t have to remember every detail themselves.
  • Review and sendGive your estimator a structured draft to check, adjust, and send to the customer.
  • Get it signedLet customers accept and sign electronically, keeping the proposal and acceptance together.
  • Keep your payment processUse your existing external payment or POS system to collect payment.

How Workmind works

Make the work easier to get right.

01

Define your rules

Set the access requirements, onboarding steps, scope, pricing, and approvals that guide the work.

02

Automate routine work

Complete connected actions and follow up on manual tasks.

03

Review what needs a person

Bring outstanding tasks, exceptions, and decisions to the appropriate owner.

BUILT AROUND YOUR BUSINESS

Your systems. Your rules. A clear path to getting started.

Tell us what software you use and what you need handled. We’ll map out the connections, configuration, and any integration work needed.

UMA: Automate access. Keep every step covered.

UMA uses your HR or payroll system to coordinate access across your applications. It automates supported changes through SSO, SCIM, and APIs. When a person needs to act, UMA sends instructions, follows up, and tracks completion.

Available connections

  • HR and payroll: Paycor and BambooHR
  • Applications: Google Workspace, Slack, FieldRoutes, Open Dental, and ClientTether

Your application isn’t connected yet? Where a tracked manual workflow is supported, start there while we build the integration. UMA assigns access tasks and follows up until completion is confirmed. Where direct automation isn’t possible, that workflow continues to cover the work.

Typical integration builds

  • HR or payroll sourceAbout two weeks
  • Application accessAbout one week

Multiple integrations can be built in parallel.

QuoteSter: Your estimating standards, your choice of proposal workflow.

Turn notes and recorded walkthroughs into proposal drafts that follow your company’s rules. Your estimator reviews, adjusts, and sends.

Available today: ClientTether

Build proposal drafts within your existing ClientTether workflow.

Coming next: QuoteSter Native

Create, review, send, and collect electronic signatures directly in QuoteSter. Collect payment through your existing external payment or POS system.

Planned integrations

Jobber, Housecall Pro, and ServiceTitan. Tell us which platform you need. Client requirements help guide what we build next.

Typical integration builds

  • Proposal-system integrationTypically three to four weeks

A clear setup plan. Predictable pricing.

With your rules and requirements organized, connecting existing integrations and configuring your workflow usually takes a few hours. For new integration builds, we confirm the scope, estimated timing, and cost before you commit.

Pay a flat subscription per location, with no per-user or usage fees. Integration builds are quoted separately.

Build times depend on scope, platform capabilities, and access to required tools and documentation.

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Start with your workflow

See what Workmind could take off your team’s plate.

Book a personalized demo focused on your systems, your rules, and the work you want to simplify.

Book a personalized demo