JobFlow features
Follow the work, step by step.
Explore the tools for agreeing the scope, arranging the work, hearing from the customer and closing the invoice.
Your day, in one place.
Today’s work · Crew planning
Your tools, working together
One workspace. A smoother working day.
Explore the tools for agreeing the scope, arranging the work, hearing from the customer and closing the invoice.
Scheduling and dispatch
Explore Scheduling and dispatchEstimates and invoicing
Explore Estimates and invoicingClient Hub
Explore Client HubCustomer management
Contact details and connected work records.
Explore Customer managementPayments
Stripe and Square payment workflows.
Explore PaymentsFollow-up automation
Configurable estimate and invoice sequences.
Explore Follow-up automation01 / The workflow
Win and organize the work
Start with a customer record and a clear estimate. Customer review gives the next step a defined starting point.
- Customer management
- Estimates and invoicing
02 / The workflow
Arrange the day
Schedule work and assign the crew. Flow adds live dispatch and employee roles as coordination needs grow.
- Schedule planning
- Live dispatch on Flow
03 / The workflow
Keep the response and billing connected
Give customers Client Hub access, connect a payment provider and configure follow-up for eligible records.
- Client Hub
- Payments
- Follow-up automation
Every job, moving forward.
See how your next job could flow.
Review the product, choose the plan that fits and follow the current access option.