Less duplicated admin
Keep customer, quote and job information connected instead of retyping it.
Product by Michael Wood
ServiceFlowOS
Run your service business from one connected system.
Customers, quotes, jobs, scheduling, staff, invoices, receipts and payments — connected in one place instead of spread across spreadsheets, paper and separate tools.
Quotes & jobs
Scheduling
Invoices & receipts
Mobile friendly
Workflow
Quote → Job → Invoice
Built for
Trade & service teams
One connected workflow
From first enquiry to final receipt.
Keep the job history together from the first customer contact through to completed work and payment.
01
Enquiry
Capture the opportunity
→
02
Quote
Create, send & accept
→
03
Job
Schedule & complete
→
04
Invoice
Bill the customer
→
05
Payment
Record & receipt
Work from anywhere
One system. Every screen.
Use ServiceFlowOS in the office, on site or between jobs across desktop, tablet and mobile.
Why ServiceFlowOS
Stop running the business through five different tools.
Customer details in one place, quotes somewhere else, jobs on a calendar and updates buried in messages quickly becomes hard to manage as the business grows.
Clearer job history
Keep important information, notes and documents attached to the right work.
Better customer documents
Create consistent quotes, invoices and receipts from the same workflow.
Built for the team
Office and field staff can work from the same system across different devices.
What you get
The everyday tools in one system.
Focused around the workflow service businesses actually need, without turning it into an oversized enterprise CRM.
Customers
Keep customer details, history and related work together.
Quotes
Create and send professional quotes from one workflow.
Jobs
Turn accepted work into trackable jobs with clear status.
Scheduling
Organise upcoming work and give the team visibility.
Staff access
Give team members access to the information they need.
Invoices
Create invoices without rebuilding job information.
Payments
Record customer payments against the relevant work.
Receipts
Generate and send clear customer receipts.
Swipe to explore →
See the platform
Real workflows. Not mock-ups.
A few short demos showing how the system works day to day.
Customer management
Keep the customer history together.
Quotes
Create professional quotes from the workflow.
On-site workflow
Use the job from a phone or tablet.
Invoices & payments
Finish the workflow properly.
Who it is for
Built for businesses that quote, schedule and complete work.
Aimed at smaller trade and service businesses that need more structure without taking on a huge enterprise CRM.
✓
Builders & contractors
✓
Property maintenance
✓
Plumbing & heating
✓
Electrical services
✓
Landscaping
✓
Cleaning businesses
✓
Waste & drainage
✓
Facilities & maintenance
Swipe through examples →
Current offer
See the product first. Then decide if it fits.
The dedicated ServiceFlowOS website remains the source of truth for current availability and pricing.
£
40
/month
Plus £30 setup.
- Customers
- Quotes & jobs
- Scheduling
- Invoices & receipts
- Payments
- Staff access
£
60
/month from
Setup from £700.
For businesses that need a CRM designed around a more specialist workflow.
Discuss a bespoke CRM →
Built by Michael Wood
A product built from real client workflow problems.
ServiceFlowOS grew from the same CRM, job management, document and automation problems I solve in bespoke client systems.
What is ServiceFlowOS? +
ServiceFlowOS is a CRM and workflow platform for trade and service businesses, bringing customers, quotes, jobs, scheduling, invoices, receipts and related admin into one system.
Can staff use it on mobile? +
Yes. The interface is designed to work across desktop, tablet and mobile so information can be accessed in the office and on site.
Can I create quotes and invoices? +
Yes. Quotes, invoices and receipts form part of the connected customer and job workflow.
What if my workflow is very specific? +
ServiceFlowOS is suited to common service workflows. For specialist requirements, I also build bespoke CRM and automation systems.
Where do I book a demo? +
Demo enquiries are handled on the dedicated ServiceFlowOS website.
ServiceFlowOS
See whether it fits the way your business works.
Book a free demo or take a look around the dedicated product website.