Dispatch and manage jobs like the big boys
ServiceFlo is purposefully designed with the unique needs of small home service businesses in mind. We believe that a small business size shouldn’t limit access to cutting-edge technology.
ServiceFlo is built to grow alongside your business, providing access to advanced tools and streamlined processes that drive success. Our open, powerful system offers the flexibility to connect with other platforms which will maximize your growth potential.
ServiceFlo deeply integrates with Lead Wrangler, Inspektor, Quickbooks Online, iWallet, Square, and more on the way. We can also integrate with just about anything right now with our API and Webhooks by utilizing systems like n8n, make.com, and Zapier.
ServiceFlo is now out of BETA. We're rocking and rolling.
Check out some videos to see how it works (more videos coming soon, these videos were recorded during BETA)
Some features of the mobile app
Collect payments with iWallet, Square all integrated.
Create Good | Better | Best estimates and get instant approvals
Allow customers to track technician locations after dispatching
Fill out custom forms attached to jobs
Collect Job Agreement Signatures
and many more...
Run Your Service Business Like Clockwork
ServiceFlo is the platform built for home service companies that want to work smarter, close more jobs, and keep customers coming back. From lead capture to job completion, every step is faster, easier, and connected.
From Lead to Job – In One Seamless Flow
Stop jumping between tools. ServiceFlo connects your lead sources, sales, scheduling, and field operations in one streamlined system.
Build Estimates in the Field – Create professional quotes from your phone or tablet.
Instant Digital Approvals – Customers approve with one click—no back-and-forth.
Convert to Jobs in Seconds – Turn an approved estimate into a scheduled job instantly.
Always in Sync – Field and office teams see updates in real time.
A System Built Around Your Business
Your process is unique. ServiceFlo adapts to you.
Custom Categories & Tags – Organize jobs your way.
Service & Pricing Control – Keep your offerings and prices up to date in one place.
Flexible Scheduling – Set custom arrival windows to fit your workflow.
Visual Pipeline Boards – Manage your jobs and sales stages at a glance.
Custom Fields – Capture the exact information your team needs.
Automate the Busywork
Focus on the work that matters and let ServiceFlo handle the rest.
Tag-Based Automations – Trigger follow-ups, tasks, or workflows when leads are tagged.
Customer Journey Automation – Move jobs through your pipeline automatically.
Status Change Webhooks – Connect with other tools when jobs update.
Automated Reminders – Reduce no-shows with email and SMS alerts.
Stay Connected with Customers & Your Team
ServiceFlo keeps everyone on the same page—from office to field to customer.
Instant Tech Notifications – Alert field staff when jobs change.
Customer Reminders – Send appointment confirmations and updates automatically.
Two-Way Messaging – Communicate with customers right inside the platform.
Customer Portal – Give customers 24/7 access to estimates, approvals, and updates.
Your Business Command Center
One platform to manage everything.
User Permissions – Assign access levels for admins, office staff, and techs.
Expense & Vendor Tracking – Link costs and vendors directly to jobs.
Powerful Reporting – See conversion rates, job performance, and technician productivity.
QuickBooks Online Sync – Keep your accounting up to date without double-entry.
Grow Faster. Work Smarter. Delight Customers.
ServiceFlo isn’t just software—it’s your operations partner.
Get the tools, automation, and insights you need to run a more profitable, efficient, and customer-focused business.
