Built for 1–25 person home service businesses
Capture leads, send estimates, schedule crews, complete field work, and record payments in one clear system for roofing, HVAC, plumbing, and landscaping teams.
No credit card required · Every feature included · Cancel anytime
Today's route
Wednesday, Aug 12
One connected workflow
FlowSimple keeps customer history, estimates, scheduling, field updates, and payment status connected, so every handoff starts with the right context.
Name, phone, property, trade
Log the conversation
Public link and PDF
Accept, decline, or revise
Assign the right people
Tasks, notes, and photos
Close the loop in Insights
Lead pipeline
Won and Lost are closed outcomes, not clutter on the active board.
Job lifecycle
Scheduling and completion describe the work itself.
Payment
Tracked separately from job status.
Contractor CRM features
Each part is useful on its own. Together, they remove the retyping, status chasing, and missing context that slow small service teams down.
Work leads through New, Contacted, and Quoted. Won and Lost stay available as closed outcomes, so the board stays focused on work that still needs attention.
Build from your Price Book or add custom line items, then send a branded public link and selectable-text PDF. Customers can accept, decline, or request changes from their phone.
Acceptance creates one job, ready for a date and crew. Calendar, agenda, native map links, and assignment warnings keep dispatch clear without blocking real-world decisions.
Crew see only assigned jobs, with directions, call and text links, Start and Complete actions, checklists, notes, and browser camera uploads in one focused view.
Keep customer history, service properties, notes, photos, tasks, estimates, and jobs together. A shared Price Book makes repeat estimating fast without changing past quotes.
Separate job progress from payment status, then see revenue, win rate, completed jobs, lead sources, job status, and average job value for the dates that matter.
One app, role-aware
Owners can see the business. Managers can run operations. Crew get a focused workday without financial or pipeline access.
Owner
Sales, operations, team, security, billing, exports, and Insights.
Manager
Customers, leads, estimates, dispatch, jobs, tasks, and team assignments.
Crew
Today’s jobs, directions, checklists, notes, status updates, and photos.
Made for home service
The workflow stays familiar across trades, while job types, lead sources, Price Book items, templates, and recurring schedules fit the way your business works.
Contractor resources
Most roofing leads are not lost because the company cannot do the work. They are lost in the quiet gap between the first call, the site visit, the estimate, and the next follow-up.
Open resource →GuideThe fastest estimate is not the one with the fewest lines. It is the one that reuses known information, makes the scope understandable, and starts the next workflow when the customer approves.
Open resource →CalculatorEstimate a job price from direct labor, materials, overhead, contingency, and target gross margin. Use the result as a planning aid, not a replacement for trade judgment.
Open resource →Simple workspace pricing
Start with the Owner, then add only the Manager and Crew seats you need. No packages, feature gates, setup fees, or card required for the trial.
Includes the Owner seat
Manager and Crew seats cost the same. Taxes may apply.
Start free for 30 daysFrequently asked questions
FlowSimple is built to be clear before it becomes your system of record.
FlowSimple is a simple contractor CRM, estimating, scheduling, and job-management system for home service businesses with roughly 1 to 25 people. It connects the full workflow from a new lead through completed and paid work.
FlowSimple is designed for small roofing, HVAC, plumbing, landscaping, lawn care, and other field-service businesses that need one clear place to manage customers, estimates, schedules, crews, and jobs.
FlowSimple costs $20 per month for the Owner seat, plus $10 per month for each additional Manager or Crew seat. Every subscribed workspace gets the complete product with no feature tiers.
Yes. Every new workspace receives a 30-day full-feature trial with no credit card required. You can add your team, import information, send estimates, and run real jobs during the trial.
Yes. Customers open a secure, branded estimate link without creating an account. They can accept with their name and consent, decline, or request changes. An accepted estimate creates one job for scheduling.
Yes. FlowSimple is a responsive web app for desktop, tablet, and phone. Crew can open assigned work, get directions, update job status, finish checklists, add notes, and upload photos from the field.
No. Crew access is limited to assigned jobs, tasks, and the customer details needed to complete that work. Estimates, costs, margins, billing, the sales pipeline, and Insights remain unavailable to Crew.
Lead to paid, in one place
Start with your real workflow, invite your team, and use every feature free for 30 days.