Keep customer, quote and job information connected instead of retyping it.
Run your service business from one connected system.
ServiceFlowOS brings customers, quotes, jobs, scheduling, staff, invoices, receipts and payments together — without forcing your business to work around a collection of disconnected tools.
From first enquiry to final receipt. All in one place.
ServiceFlowOS replaces scattered spreadsheets, paper notes, separate calendars and disconnected document systems with one clear process your team can follow.
One system. Every screen.
Use ServiceFlowOS in the office, on site or between jobs. The responsive interface works across desktop, tablet and mobile without stripping away the tools your team needs.
Stop running the business through five different tools.
A lot of growing service businesses end up with customer details in one place, quotes somewhere else, jobs on a calendar, invoices in another system and updates buried in WhatsApp or email.
ServiceFlowOS is designed to connect those stages so the job history stays together from the first enquiry through to the final payment and receipt.
See the important information, notes, documents and status in one workflow.
Send consistent quotes, invoices and receipts instead of rebuilding them manually.
Office and field staff can work from the same system across different devices.
Not mock-ups. Real workflows inside the system.
These short demonstrations show the parts of ServiceFlowOS that matter day to day. The videos only load when they come into view.
Keep the customer history together.
Customer details, linked quotes, jobs and documents can be accessed from one place rather than searched for across multiple systems.
Create professional quotes from the job workflow.
Build branded customer quotes, keep them linked to the right customer and carry accepted work into the next stage of the process.
Use the job from a phone or tablet.
Staff can access job details while away from the office and capture important information such as customer signatures as part of the workflow.
Finish the workflow properly.
Raise the invoice, record payment and generate the customer receipt while keeping the financial history connected to the same customer and job.
The everyday tools in one system.
ServiceFlowOS is designed around the workflow service businesses actually need — not a giant enterprise system full of features you will never use.
Customers
Keep customer details, history and related work together.
Quotes
Create and send professional quotes from one workflow.
Jobs
Turn work into trackable jobs with clear information and status.
Scheduling
Organise upcoming work and give the team visibility.
Staff accounts
Give team members access to the information they need.
Invoices
Create customer invoices without rebuilding job information.
Payments
Record customer payments against the relevant work.
Receipts
Generate and send clear customer receipts.
Documents
Keep branded documents consistent across the business.
Notes & history
Keep useful context attached to the right customer or job.
Mobile access
Use the system from desktop, tablet or mobile.
Automation
Reduce repetitive admin and customer communication where useful.
Built for businesses that quote, schedule and complete work.
ServiceFlowOS is aimed at smaller trade and service businesses that need more structure without taking on an oversized enterprise CRM.
A product built from real client workflow problems.
ServiceFlowOS grew from the same type of development work I carry out for businesses: CRM systems, customer records, job workflows, document generation, payments and automation.
Instead of building the same foundations from scratch for every smaller service business, ServiceFlowOS provides a focused platform that can be set up much more quickly.
Simple pricing. See the product before deciding.
This page shows the current founding offer from the ServiceFlowOS website. The dedicated product site remains the source of truth for availability and current pricing.
Plus just £10 setup.
- Customers
- Quotes & jobs
- Scheduling
- Invoices & receipts
- Payments
- Staff access
- Mobile-friendly platform
Standard setup £700.
If your workflow is highly specialist, I can also build a custom CRM around the exact way your business works.
A few common ServiceFlowOS questions.
For the full product information, demos and latest offer, visit the dedicated ServiceFlowOS website.
Visit ServiceFlowOS ↗What is ServiceFlowOS?+
It 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 best 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, linked throughout this page.
See whether it fits the way your business works.
Take a look at the full ServiceFlowOS website or book a free demo to see the platform in action.