FlowSimple features
CRM, estimates, scheduling, field execution, recurring work, and business Insights share the same customer and job context.
Today's route
Wednesday, Aug 12
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
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.
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.