Built for modern service businesses

Run your entire business from anywhere.

Manage every stage of the customer journey from one connected platform — from the first enquiry and quote through to the completed job, invoice, receipt and payment.

Book a Free Demo Explore the platform

Send professional quotes Capture signatures on site Invoice and receipt instantly

Customers Quotes Jobs Scheduling Invoices Receipts Payments

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One connected platform

From first enquiry to final receipt. All in one place.

ServiceFlowOS replaces scattered spreadsheets, paper forms, disconnected calendars and separate document systems with one clear workflow your whole team can follow.

01 Enquiry Capture the opportunity

02 Quote Create, send and accept

03 Job Schedule and complete

04 Invoice Bill the customer

05 Payment Record and receipt

Work from anywhere

One system. Every screen.

Use ServiceFlowOS in the office, on site or between jobs. The responsive interface is designed to work across desktop, tablet and mobile without losing the tools your team needs.

Desktop video Full CRM overview

Dashboard, customers, quotes, jobs and invoices.

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iPad video Manage work on the move

Scheduling, job details and customer records.

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Mobile video Complete work on site

Notes, signatures and job updates.

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Office control

Keep the full operation organised from a clear central dashboard.

On-site access

Give staff the information they need without calling the office.

Live records

Updates are stored against the correct customer and job immediately.

Customer management

Every customer detail. Always within reach.

Build a complete record of every customer, contact and site. See their activity in one place instead of searching through emails, folders and separate spreadsheets.

Customer and company records
Multiple contacts and service sites
Quotes, jobs and invoices linked together
Notes, addresses and contact information
A clear history of every interaction

Customer history Everything connected

Multiple sites One customer record

Professional quotes

Turn enquiries into confirmed work.

Create detailed quotes using your own services and catalogue, produce a branded PDF and send it directly to the customer. Accepted quotes can be converted into jobs without entering everything again.

Build the quote with items, quantities, pricing and notes.

Send a branded PDF from inside the CRM.

Capture acceptance and keep a clear record.

Convert it into a job when the work is ready to schedule.

Jobs and scheduling

Know what is happening. And who is doing it.

Create jobs manually or from accepted quotes, assign staff, schedule the work and keep every update attached to the job.

Jobs schedule Your team at a glance

Week view

Wide image or video Job calendar and scheduling view

Replace this area with your desktop or iPad schedule recording.

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Create Manual jobs or quote conversion

Assign Choose the staff responsible

Schedule Set dates, times and priorities

Complete Store notes, status and records

Built for the job site

Complete the paperwork before leaving site.

Staff can access the job from a phone or tablet, add notes, update its status and capture a customer signature while the details are still fresh.

✓

Digital signatures

Capture and store approval directly against the job.

✓

On-site notes

Record work completed, issues and important information.

✓

Live job updates

Keep the office informed without duplicated admin.

Mobile video Signature capture

Record the job completion and signature flow.

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Customer signature Captured successfully ✓

Invoices, payments and receipts

Finish the job. Finish the admin.

Create the invoice, send a professional PDF, record the payment and produce a receipt from one connected workflow.

Complete invoice workflow From completed job to paid

£ 01

Create and track the invoice

Generate the invoice directly from the completed job, using the customer, pricing and work details already stored in ServiceFlowOS. The original total, amount received and outstanding balance remain clearly visible throughout the payment process.

Professional documents

Your business. Your branding.

Quotes, invoices and receipts can carry the business logo, company information, document numbering and standard wording.

Company logo Custom prefixes Business details Payment information Standard wording Professional PDFs

Designed around your business

A platform that fits the way you work.

ServiceFlowOS provides the dependable core, while each installation can be configured around the business using it. Your branding stays visible and your services, documents and working processes remain your own.

Discuss Your Requirements

Configured for you Your ServiceFlowOS installation

BrandingLogo, colours and company details

Document numberingYour quote and invoice prefixes

Services and catalogueThe work and products you actually sell

Staff accessAccounts and roles for your team

Workflow improvementsBuilt around your day-to-day operation

Everything connected

The tools your team needs. Without the clutter.

Customers

Keep customer, contact and site information organised.

Catalogue

Store reusable services, items and standard pricing.

Quotes

Create, send, accept and convert professional quotes.

Jobs

Manage work, status, notes and assigned staff.

Scheduling

See upcoming work and keep the team organised.

Signatures

Capture customer approval directly on site.

Invoices

Generate branded invoices from completed work.

Payments

Record payments, balances and account history.

Receipts

Produce and send customer receipts on demand.

PDF documents

Keep every quote, invoice and receipt consistent.

Staff accounts

Give each team member secure access to the system.

Business settings

Control branding, prefixes and document defaults.

Built for service businesses

Your trade may be different. The workflow is familiar.

Wherever work moves from customer enquiry to quote, job, invoice and payment, ServiceFlowOS provides a strong base that can be shaped around the business.

Builders Electricians Plumbers Landscapers Cleaning companies Property maintenance Gutter specialists Consultants Field service teams Specialist contractors

Direct, UK-based support

Work directly with the developer behind the platform.

No anonymous software company, outsourced support team or complicated chain of account managers. ServiceFlowOS is developed and supported directly by Michael Wood | Web & Automation.

Explore Michael’s Work G View on Google

Reviews displayed above were left for Michael Wood | Web & Automation, the independent UK business responsible for designing, developing and supporting ServiceFlowOS.

The complete all-in-one business management platform for trades and service companies. Save time, reduce paperwork and stay organised wherever your team is working.

Hi, I'm Michael

Questions about ServiceFlowOS?

I'm usually available on WhatsApp if you'd like to ask anything before booking a demo.

Message me

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Run your entire business from anywhere.

From first enquiry to final receipt. All in one place.