ServFlo Help
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Step-by-step guides for running your service business on ServFlo, from your first customer to getting paid.
ServFlo is the office for your service business: customers, scheduling and dispatch, quotes, invoices and payments, your team, and Flo, an AI assistant that can answer questions and do the work once you approve. Pick a task below, browse a section, or search for what you want to do.
Popular tasks
Start your free trial
Sign up, name your business and find your way around.
Add a customer
Save their contact details and service address.
Create a job
Book the work, pick a time and assign a technician.
Send a quote
Price the work and let the customer approve online.
Invoice and get paid
Send invoices and take card or bank payments.
Invite your team
Add office staff and technicians.
Browse by section
Basics
- Getting startedWhat ServFlo is, and the first steps from signing up to your first job on the schedule.
- CustomersHow customers, contacts and properties fit together in ServFlo, and where to find everything about a customer.
- Jobs & schedulingHow work comes in, gets booked as jobs and visits, and reaches your technicians.
- QuotesPrice the work, send it to your customer and get it approved and signed online.
- Invoices & paymentsBill your customers, get paid online or in person, and keep track of every payment.
- TeamAdd the people who work in your business and decide what each of them can do.
- Account & billingYour ServFlo plan, free trial, add-ons, usage and invoices, plus your own sign-in, security, notification and language settings.
Features
- ReportsWrite inspection, service and test reports on your jobs, publish them as a branded page and PDF, and release them when you're paid.
- Messaging & InboxHow ServFlo texts and emails your customers, and where their answers land.
- PhoneBusiness numbers, call routing, recordings and an AI receptionist, with every call linked to the customer who made it.
- WebsiteA website that books jobs straight into ServFlo, widgets for a site you already have, website chat and QR codes.
- ReviewsBring your Google reviews into ServFlo, reply with AI help, and ask every customer how you did when they pay.
- MarketingEmail and text campaigns, a referral program, and Google and Meta ads with the revenue they brought in.
- MembershipsSell maintenance plans that bill themselves, book their included visits and give members their discounts.
- Pricebook & inventoryWhat you sell, the equipment you service, the stock you carry and what each job really earns.
- Time & payrollTrack your team's hours, approve timesheets and send each pay period's figures to your payroll service.
- ImportsMove from Jobber, ServiceTitan, Housecall Pro or a spreadsheet to ServFlo with the Import your data wizard.
- IntegrationsConnect ServFlo to your accounting software, Google, your own mailbox and other tools.
- Customer 360See what each customer is worth, how healthy the relationship is and what's likely to happen next.
- Visit safetyBefore a visit, check public sex offender registries for listings near the property and warn the people you send there.
- WeatherPlan outdoor work around the forecast, get alerts when a booked visit's weather turns bad, and move it to a clear day.
- Business unitsSplit your business into divisions like HVAC Service and Plumbing, with their own branding and reports, and plan how much work each can take.
- Sales presenterWalk customers through good, better and best options on a tablet, then get the signature and deposit.
Apps, AI & API
- Mobile appServFlo Tech is the phone app your technicians use to run their day, work each job and get paid on site, even without signal.
- Flo (AI)Flo, ServFlo's AI assistant, plus the AI that drafts reports, websites, replies and campaigns, and how AI credits work.
- DevelopersConnect your own software and AI assistants to ServFlo with the REST API, the MCP server and webhooks.