For home services, construction & professional services

One system for your
customers, jobs, and revenue.

Stop juggling spreadsheets, texts, and three different apps. UnifData brings your customers, jobs, invoices, and messages into one place — with Vera, an AI assistant that flags what needs your attention.

$100/month · No setup fee · No contracts

Pipeline
Live

Every job, tracked automatically — from lead to paid.

0
New leads
0
In progress
0
Won

Works with your existing tools

QuickBooks
Jobber
HubSpot
Square
Google Sheets
CSV

The product

Everything in one place.

Customers & pipeline

Every lead, quote, and job tied to the right customer record — searchable, always current, never a stale spreadsheet.

Revenue & invoicing

See what's paid, what's owed, and what's stalling — in real numbers pulled from your actual jobs, not guesses.

Communications

Texts and emails land in one inbox, tied to the customer's record. Nothing gets lost in someone's personal phone.

Integrations

Connect QuickBooks, Jobber, HubSpot, and Square in a few clicks. No CSV exports, no double entry.

How it works

Set it up once.
It runs itself from there.

01

Connect your data

Import a spreadsheet or connect Jobber, QuickBooks, HubSpot, or Square. Everything maps automatically — customers, jobs, revenue, follow-ups.

02

Everything stays in sync

Customers, jobs, and invoices update automatically as work happens — from your integrations, your team, or a CSV import. No more re-typing the same thing into three different tools.

03

You make the calls

See exactly what needs attention, update a job, collect a payment, or reply to a text or email — all from the same place. Vera flags what's urgent so nothing slips through.

Included with every plan

Meet Vera, your AI assistant.

Every night, Vera reviews your business and flags what actually needs attention — stale customers, unpaid work, follow-ups that slipped. No dashboards to dig through, no reports to run.

  • Flags what needs attention each morning
  • Drafts follow-ups you approve before they send
  • Learns your patterns the longer you use it
See Vera in action →

Pricing

One price.
Everything included.

No tiers. No feature gating. No contracts. No setup fee — just $100 a month, cancel any time.

Monthly

$100

per month · no setup fee

  • Everything — no feature tiers
  • Vera AI briefings every morning
  • Customers, pipeline, jobs, sales
  • Imports + integrations included
  • Hands-on setup session included
  • Cancel any time, no contracts
Book a free demo

30-minute call. We set up your workspace with your real data.

Five spreadsheets and a notebook is not a system.

Book a free 30-minute demo. By the end of the call your workspace will be live with your real data.

Book a free demo

$100/month · No setup fee · No contracts