The complete ServiceFlowOS platform

The operating system for your service business.

Manage customers, quotes, jobs, scheduling, signatures, invoices, payments and your team from one connected platform built around the way your business works.

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Desktop, tablet and mobile Branded for your business Built and supported in the UK

Desktop demonstration video ServiceFlowOS dashboard /assets/videos/platform-dashboard.mp4

Jobs this month Organised

Outstanding work Clearly visible

One connected platform

Every part of the business. Working together.

ServiceFlowOS creates one clear workflow from the first customer enquiry through to the completed job, invoice, payment and receipt.

01 Customer Create the customer record

02 Quote Price and send the work

03 Job Schedule and complete it

04 Invoice Bill the customer

05 Payment Record and receipt it

Customer management

Every customer detail. Always within reach.

Keep every customer, contact, address and service site organised in one place, with their quotes, jobs and invoices connected automatically.

Individual and company customer records
Multiple contacts for each customer
Multiple service and billing addresses
Complete quote, job and invoice history
Customer notes and important information
Fast customer search

Creating a quote using ServiceFlowOS on an iPad

Professional quotes

Quote in minutes. Not hours.

Create clear, professional quotes using your own services, items and standard pricing. Generate the PDF and send it without leaving the CRM.

Create the quote

Add services, quantities, pricing and notes.

Generate the PDF

Create a consistent document carrying your branding.

Send it instantly

Email the quote directly from ServiceFlowOS.

Convert it into work

Turn an accepted quote into a job without re-entering it.

Job management

Know exactly what is happening. On every job.

Create jobs manually or generate them from accepted quotes, then assign the work, schedule it and keep every update in one clear record.

Desktop demonstration video Job management demonstration /assets/videos/desktop-video-show.mp4

Create jobs

Create work manually or from an accepted quote.

Assign staff

Choose which team members are responsible.

Track status

See what is booked, active, complete or awaiting action.

Store notes

Keep site details, updates and important information together.

Jobs and scheduling

Your whole workload. At a glance.

See upcoming work clearly, assign staff and keep the whole team aware of what is happening next.

Day, week and schedule views
Assigned team members
Job dates and times
Upcoming workload
Customer and site information
Job status visibility

Mobile working

Your office fits in your pocket.

Staff can access the information they need while they are on site, without relying on paperwork or repeated calls back to the office.

✓

View job details

See the customer, address, work and notes.

✓

Update work on site

Record notes and keep job information current.

✓

Capture signatures

Store customer approval directly against the job.

Customer signature Captured successfully ✓

Invoicing

Finish the job. Finish the admin.

Produce professional invoices without rebuilding the customer or job information in another system.

Create invoices from completed work
Add line items, quantities and pricing
Generate branded invoice PDFs
Email invoices from the CRM
Track paid and outstanding balances
Keep invoices connected to the customer

Payments and receipts

Every payment recorded. Every balance clear.

Record full or partial payments, view the remaining balance and generate a customer receipt whenever one is needed.

Record payments

Record deposits, part payments and final payments against the correct customer invoice.

PDF

Generate receipts

Create professional branded PDF receipts as soon as a payment has been recorded.

✓

Track balances

See exactly what has been paid and what remains outstanding on every invoice.

Complete payment history

Keep every payment and receipt connected to the correct customer, job and invoice.

Staff and access

Built for your team. Controlled by you.

Create secure staff accounts and give each person the access they need to manage their responsibilities.

Individual staff accounts
Admin and staff access levels
Job assignments
Secure authentication
Active and inactive accounts
Team contact information

Configured for your business

ServiceFlowOS. Your way.

ServiceFlowOS provides the dependable core while your installation carries your company branding, services, pricing and document settings.

Discuss Your Requirements

Your installation Configured around your operation

Company branding

Your logo, colours and company information.

Document prefixes

Your quote, job, invoice and receipt numbering.

Services and catalogue

The actual services, items and prices you use.

Document wording

Your payment details, terms and standard text.

Workflow improvements

Further development around the way your team works.

Why ServiceFlowOS

Replace the clutter. Keep the control.

Without ServiceFlowOS

Separate spreadsheets
Paper quotes and job sheets
Disconnected calendars
Repeated data entry
Lost customer history
Multiple systems and logins

With ServiceFlowOS

One connected customer record
Professional digital documents
Clear jobs and scheduling
Quotes converted into real work
Complete account history
One secure platform

See ServiceFlowOS in action

Ready to modernise your service business?

Book a free demonstration and see how ServiceFlowOS could be configured around your team and workflow.

Book a Free Demo View Pricing

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.

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The operating system for your service business.

Every part of the business. Working together.

Every customer detail. Always within reach.

Quote in minutes. Not hours.