Flo in the app
Ask Flo out loud on a job. It looks things up, adds parts, texts the customer and sends invoices after you approve.
Flo is ServFlo's AI assistant, and it's in ServFlo Tech too. Hold the mic, say what you need, and Flo answers or gets the change ready for you to approve. Nothing changes until you tap Approve.
Flo can do what your role can do in ServFlo, and nothing more. A technician's Flo sees the technician's own jobs.
Open Flo
- Tap the Flo tab at the bottom of the app.
- On a job, tap Ask Flo under the shortcuts. Flo then knows which job and visit you mean, so "add a 40-amp breaker and send the invoice" is about this job.
Ask out loud
Hold the mic and talk
Hold the big blue mic, say what you need, and let go. Or tap it once to start and tap again to stop. Your words show up in the box as you talk.
The first time, your phone asks to use the microphone and speech recognition. Tap Allow.
Check the words
If the phone misheard something, tap the box and fix it. Tap Clear to start over.
Send
Tap the blue arrow. Flo answers in a few seconds.
You can also type in the box instead of talking.
Try saying:
- "What's next on my day?"
- "Add a 40-amp breaker to this job."
- "Text the customer I'm 10 minutes out."
- "Send the invoice for this job."
Flo understands English and Spanish. It listens in the app's language (see Language).
Approve or say not now
When Flo wants to change something, it shows a card that says what it will do, for example Add an item to a job: 40A breaker · $85.00 · JOB-1047.
- Tap Approve to do it.
- Tap Not now to skip it. Nothing changes.
A card with This can't easily be undone is about money or a message to the customer. Read it before you approve. While a card is waiting, approve it or tap Not now before you ask something else.
Hear the answers
Tap the speaker next to the mic to have Flo read short answers out loud. It's off until you turn it on, and the phone remembers your choice.
Past chats
Tap Past chats to pick up an earlier conversation. Tap New chat to start fresh. Your chats are yours: nobody else in the business sees them, and they're the same chats you see in Flo on the web. To delete one, tap the trash can next to it.
When Flo can't help
| You see | What to do |
|---|---|
| Flo needs signal | Flo only works online. Try again when you have bars. Your jobs, notes and photos still work without signal. |
| Flo isn't on your business's plan | Ask your office. Owners see how to upgrade. |
| Flo is out of AI credits for this month | Ask your office to add more credits. |
| Flo can't hear you | Turn on the microphone and speech recognition for ServFlo Tech in your phone's Settings. |
| Voice isn't available on this phone | Type instead. |
Your voice and privacy
The app turns your voice into text on your phone, using your phone's own speech recognition. When the phone has the language downloaded, your voice never leaves it. Otherwise Apple or Google turn it into text, the same as the keyboard's dictation. ServFlo never records your voice: only the words you send go to Flo. See What AI can see.
Each question uses some of your business's AI credits, the same as on the web. Talking instead of typing costs nothing extra.