This sends a link where your customer can list up to 10 friends/family (name + phone) they'd refer you to. Submissions land directly in your Leads tab.

Deduction: $0.00

What happened?

Signed in as this login
Flow version

The AI runs on this device, so these choices only apply here. Your CRM data isn't sent anywhere for it. Voice-to-text uses your phone's built-in dictation.

Tax export Export everything for taxes

Personal display preferences — only affect your login.

Letter spacing: 0px Line spacing: 1.5

These become the checkboxes on customers, jobs, and quotes.

Payment methods (optional) Add a payment method

Add each product you sell or install, then list its materials and options with a price. When you build a quote, pick a product, tick the options and enter amounts, and Flow adds it up.

A page customers can visit to see your open slots and request an appointment — no login needed for them. It automatically blocks off times you're already booked.

Your booking link

Tap the days you don't want appointments (holidays, vacation, busy days). Customers won't see any open times on them. Tap again to open the day back up.

Tick the services you want on your booking page, or add your own options (like "Free estimate"). Untick everything to hide the question.

Add

Use {first} for first name and {link} for your review link.

{biz} = your business name in any message.

Toggle on/off and reorder how they appear on your home screen. The preview updates as you go.

Turn off anything you don't use to declutter the app.

Connect one free email service so Flow can email quotes, invoices, review requests, reminders, referral forms and campaigns, sent from your own account. Brevo is the easiest: one API key does everything.

Brevo (recommended) Brevo API key

Send real invoices customers can pay online with a card. Uses your own Stripe account — the money goes straight to you, nothing routes through us.

Test connection

Once connected, a "Send Stripe invoice" button appears on any unpaid payment. It emails the customer a real Stripe invoice they can pay online — you'll still mark it Paid in Flow yourself once you see it's settled.

Password

For your security, passwords are stored scrambled, so no one (not even your admin) can see yours. You can change it here.

Forgot your current password? Sign out and use Forgot password? on the sign-in screen.

4-digit passcode

Unlock Flow on this device with a 4-digit code instead of typing your password. Your password still works anytime. After 5 wrong tries the code stops working and you'll need your password.

Delete account

Permanently delete

Copy these into texts, emails, your website or social media. Anything people send through them shows up in Pipeline.

Your logo

Shows on your quote and invoice PDFs, your customer's quote page, and your booking, referral and Give Back pages. A square PNG or JPG works best. Tap Save at the bottom after uploading.

Manage who's on your team and what they can do. You're the owner.

Your business name (shows top-right, next to the sync dot) Size: 1.0× Font Default Poppins Comfortaa Lora Bebas Neue Righteous Bungee Pacifico

Quote & PDF color

Your Flow links Your other links

Connect other apps (Zapier, Make, n8n…) Send a test event

Add a team member

Users appear here after they sign in for the first time. Admins can change settings & design; employees use the app.

Danger zone Delete all customers

This month All time Completed

Pay is calculated from completed jobs each employee is assigned to, using their pay setting (hourly × hours, flat per job, or % of job price). Flat/% jobs split evenly among assigned employees.

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Customers Jobs Money

Send

Colors Font System (clean sans) Georgia (elegant serif) Helvetica (modern) Trebuchet (funky) Monospace (techy) Courier (typewriter) Corner roundness: 12px Surface style Border weight: 1px

Import a file

CSV or Excel list. Columns like Business, Name, Phone, Address, Website are matched automatically.

Scan Google profile screenshots

Pick one or more screenshots of Google Business profiles. Flow reads the name, phone, address, website and rating, and you check them before they're added.

Bring your customers over from another CRM, a spreadsheet or your phone's contacts.

Search for a feature and tap it to jump straight there.

This action cannot be undone.

Clear ✕

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