UnifData Docs

Documentation for the business operating system.

UnifData helps local businesses organize relationships, opportunities, work, revenue, actions, imports, and AI summaries into one industry-aware workspace.

Quick start

Getting started

UnifData is built around a single company workspace. Every record — customers, leads, jobs, sales, and follow-ups — belongs to a company. Create a workspace, choose the business sector, and start adding records.

Create a workspace

Sign up and complete onboarding. Choose the business sector that matches the company — the workspace will adapt its language and priorities accordingly.

Import or add records

Bring in existing customers via CSV import, or add them manually. Then add leads, jobs, sales, and follow-ups to start building the operating picture.

Work from the Today page

The /workspace page shows what needs attention today — overdue follow-ups, open quotes, unpaid work, and data quality issues.

Tip: Start with your customer list

Importing customers first means leads, jobs, sales, and follow-ups can be linked to real records from the start. A CSV with just name, phone, and email is enough to get going.

Overview

UnifData is built for businesses that have important information scattered across spreadsheets, QuickBooks, old CRMs, texts, inboxes, and memory. The goal is to give business owners one clear place to see what needs attention, what work is active, what money is unpaid, and what data needs cleanup.

Organize business activity

Customers, leads, jobs, sales, and follow-ups all live in one place and connect to each other.

Adapt to the business type

Language, labels, and priorities shift based on the company's industry and operating model.

Turn updates into connected workflow

Marking an opportunity won automatically creates the linked work and revenue records.

Core lifecycle

UnifData organizes every business around five layers. The labels change based on the company sector, but the structure stays the same across all industries.

Relationships

People, customers, clients, companies, or accounts the business works with.

Customers · Clients · Companies · Accounts

Opportunities

Potential business such as quotes, proposals, estimates, inquiries, or deals.

Quotes · Proposals · Inquiries · Deals

Work

The delivery layer: jobs, appointments, projects, service visits, orders, policy tasks, or deal tasks.

Jobs · Appointments · Projects · Service visits

Revenue

Money tied to the business flow: payments, invoices, collections, commissions, or sales.

Payments · Invoices · Commissions · Sales

Actions

Follow-ups, reminders, callbacks, renewal tasks, or next steps.

Follow-ups · Reminders · Callbacks · Renewals

Product pages

Each page in UnifData covers a specific part of the business operating layer. Pages are accessible from the main navigation after logging in.

Today

Dashboard/workspace

Your daily operating brief and the only place Vera lives. Opens with a Vera summary of what needs attention — follow-ups due, unpaid work, stale pipeline — plus a live chat panel to ask Vera anything or have it act. Start here every morning.

Customers

Records/customers

Unified contact records. Every person or business the workspace has a relationship with, enriched with relationship status, activity history, and linked records.

Pipeline

Overview/crm

Kanban-style view of all opportunities and active work, from lead through paid. Follow-ups/reminders live here too, as due-date badges on their linked lead or job card — there's no separate follow-ups page.

Sales

Revenue/sales

All revenue records with payment status. Overdue items surface prominently. The fastest way to see what's been completed but not collected.

Communications

Messages/communications

The inbox for every SMS and email conversation with a customer, in one thread per contact. Reply from here without leaving the workspace.

Data Hub

Intelligence/data-hub

Data quality scoring for all records. Flags missing fields, finds duplicates, shows health percentage. Vera reads from this to prioritize what needs attention.

Imports

Data/imports

CSV and Google Sheets import with smart column mapping and staged review. Also manages connected integrations — Jobber, QuickBooks, HubSpot, Square.

Settings

Account/settings

Business profile, team members, industry labels, billing, and notification preferences.

Vera

Vera is the AI assistant built into UnifData. Unlike a generic chatbot, Vera has full read access to your live workspace data — customers, jobs, revenue, follow-ups — and runs an analysis every night while your business is closed. Vera lives in a single panel on the Today dashboard — there's no separate chat page to navigate to.

Overnight briefing

Every morning, Vera surfaces what needs attention. Stale customers. Unpaid invoices. Overdue follow-ups. Each item includes the specific record driving the signal.

Outreach drafts

Vera writes follow-up messages for customers who need contact. Each draft shows the reasoning. Approve to send, skip to dismiss — nothing sends without sign-off.

Revenue alerts

Flags when invoices are past due, jobs are stalling, or pipeline drops significantly. Shown right in the Vera panel on Today.

Free-form chat

Ask Vera anything, any time, from the Today dashboard. It can create or update leads, jobs, sales, follow-ups, and contacts directly from chat — not just answer questions.

Auto-fix data issues

On by default. Vera merges obvious duplicate contacts and clears junk records on its own, nightly and on demand — nothing customer-facing, nothing sent externally. Anything ambiguous is left in Data Hub for review.

Auto-send outreach

Off by default. Outreach emails and SMS fire automatically without approval once enabled in Settings. Until then, drafts queue in the Vera panel for you to approve or dismiss.

Included for everyone

Vera, the nightly pipeline, and both autopilot settings are part of every account. One price, no tiers, no add-ons behind a paywall.

Industry-aware language

The same five-layer lifecycle powers every workspace. What changes is the language. A law firm should see "Matters" and "Clients" — not "Jobs" and "Customers." UnifData adapts the workspace labels and priorities to the company's operating model during onboarding.

SectorWorkspace language

General Business

Relationships, opportunities, work items, revenue records, and actions.

Construction / Contractor

Customers, estimates, projects, payments, and project actions.

Home & Field Services

Clients, quotes, service visits, payments, and client actions.

Professional Services

Clients, proposals, projects, invoices, and client actions.

Connected workflow

When an opportunity is marked accepted or won, UnifData can create the connected work record and expected revenue record. Payment status stays separate, so accepted business does not automatically mean the money has been collected.

Opportunity accepted

Lead or quote is marked won or accepted by the business.

Work created

A linked job, appointment, or project record is generated automatically.

Revenue tracked as unpaid

A revenue record is created with payment status set to unpaid until collected.

Payment status is always separate

Marking a job complete or an opportunity won does not mark the revenue as paid. Payment status must be updated separately so unpaid work stays visible on the Today page until the money is actually collected.

Integrations

UnifData connects to the tools local businesses already use. Integrations pull records into the workspace so you are not re-entering data from Jobber, QuickBooks, HubSpot, Square, or Google Sheets. Connect and manage integrations from Settings.

Jobber

Available

Pull customers, jobs, and invoices from Jobber into UnifData. Keeps field service records in sync without manual re-entry.

QuickBooks

Available

Sync revenue records and payment status from QuickBooks. Matches payments to open revenue records so unpaid work stays accurate.

HubSpot

Available

Import contacts and deal data from HubSpot. Useful for businesses moving from a sales-focused CRM into an operations-focused workspace.

Square

Available

Connect Square to pull payment records directly into the revenue layer. Reduces manual entry for businesses using Square at point of sale.

Google Sheets

Available

Import data from a Google Sheet — customers, leads, or revenue records. A good bridge for businesses still running on spreadsheets.

Connect in Settings

Go to Settings and click Connect next to the integration you want to enable.

Authorize access

Complete the OAuth flow for the connected service. UnifData only reads the data it needs.

Records sync in

Customers, jobs, and revenue records are pulled into the workspace and linked to existing data where possible.

Imports

The import flow supports customer CSV files. Each import is logged as a batch so you can track what was created and when. Records that already exist are not duplicated — the import creates new customer records only.

ColumnRequiredDescriptionExample

nameRequiredFull name of the customer or contact.Mike Johnson

phoneOptionalPhone number in any format.808-555-0110

emailOptionalEmail address for the contact.mike@example.com

addressOptionalStreet address, city, or service location.Kailua-Kona HI

customer_typeOptionalA label for the relationship type.Residential

notesOptionalAny freeform notes about the customer.Interested in monthly service

Example CSV

name,phone,email,address,customer_type,notes
Mike Johnson,808-555-0110,mike@example.com,Kailua-Kona HI,Residential,Interested in monthly service

Contacts

The Customers page (also called Contacts) is the unified view of every person or business the workspace has a relationship with — viewing and editing happen on the same record, there's no separate editing surface to switch to. It shows relationship status, activity history, linked records, tags, and segment groups in one place.

Synced from everywhere

Contacts are created and updated from manual entry, CSV imports, the onboarding wizard, the AI assistant, and connected integrations. Every write path keeps the contact record current.

Full activity timeline

Each contact has an activity tab showing every interaction — jobs completed, sales logged, follow-ups created, and messages sent — in chronological order.

Tags and segments

Tag contacts manually or let the system apply smart group segments automatically based on relationship status, source, and activity patterns.

Ready to build the workspace?

Create a company, pick the business sector, and start organizing the operating side of the business.

Create workspace View preview