Getting started
Get help
Where to find answers and how to reach a person at ServFlo.
When you're stuck, ask Flo, look it up in these docs, or contact the ServFlo team.
Ask Flo, the AI assistant
Flo is the chat bubble on every page of your business. Ask it about your business ("which invoices are overdue?") or ask it to do something ("add Dana Whitfield as a customer"). Flo answers from your own records, and every change it proposes waits for you to approve it.
- Select the bubble, or press ⌘J (Mac) or Ctrl+J (Windows), to open it.
- Drag the bubble anywhere on the screen if it's in the way.
- Your past chats are saved, and New chat starts a fresh one.
Flo is available on Grow and Pro, and during the free trial. It uses AI credits from your plan. For more, see Flo (AI).
Read the docs
You're here. In ServFlo, open your profile menu and select Documentation to come back any time.
Talk to a person
- Email support: support@servflo.ai.
- Chat or send a message: visit servflo.ai/contact.
- Book a walkthrough: schedule a demo at servflo.ai/demo.
When you write to support, tell us your business name, what you were trying to do, and what you saw. A screenshot helps.