From first request
to
paid invoice.
ClientFlow connects the full money workflow for small trade businesses: requests, jobs, quotes, invoices, payments, statements, collections, reviews, reports, and Flowie AI.
The job-to-payment workflow, connected.
Every step organized in one place.
Request / Job
Capture the client, job details, notes, and service context
Quote
Build a professional quote and send it for approval
Invoice
Convert approved quotes into invoices without rebuilding the work
Payment
Send a payment link or record a manual payment
See it in action
From quote to payment, all in one place.
Payments
Get Paid Online. Track Everything.
Accept credit card and ACH payments through Square integration. Clients pay directly from their invoice link - no login required. Track payment status and monitor collection rates.
- Square payment gateway (cards + ACH)
- Clients pay from invoice link - no login needed
- Manual full payment recording
- Payment status tracking
Flowie AI
Your Business Co-Pilot - And Collections Enforcer
Flowie AI knows your business data cold. Ask about revenue, client balances, or overdue invoices in plain language and get instant answers. The Collections Dashboard backs it up with a real-time aging view of every outstanding invoice.
- Natural language business queries - revenue, clients, jobs
- Overdue invoice aging by client with one-click reminders
- Collections rate tracking and outstanding balance by job
- Instant answers from your data - no dashboards to learn
Client Comms
ProMessage Clients Where They Actually Are
Send invoices, payment reminders, and job updates directly via WhatsApp. Gmail integration auto-files every client email to the right job so nothing falls through the cracks.
- Two-way WhatsApp messaging with automated templates
- Invoice and payment reminders sent via WhatsApp
- Gmail auto-files client emails to the correct job
- Full conversation history - no more digging through inboxes
Review & Growth
ProTurn Completed Jobs into 5-Star Reviews
After a job is paid or completed, ClientFlow automatically sends a review request while the experience is fresh. Add a public quote request form to capture new leads from your Google profile or website.
- Automated review requests after payment or completion
- Configurable trigger - post-payment or post-quote-acceptance
- Public Quote Request Form - clients request jobs, you get a draft
- File and photo uploads on quote requests
Worklists
ProTrack Measurements and Orders Your Way
Create custom worklists with the columns your business actually uses - product, type, width, height, and auto-calculated square footage. Log items on site, link them to jobs, and track each list from active to sent to received.
- Fully customizable columns - text, numbers, dropdowns
- Width and height auto-calculate square footage
- Track lists from active to sent to received
- Every item linked to the right job and client
Roles & Permissions
TeamControl Who Sees and Does What
Set up custom roles for your office staff, field techs, and managers. Each role gets exactly the access it needs - nothing more.
- Custom roles with granular permissions
- Role-based access for field techs, office staff, and managers
- Full activity log - every action tracked by user (Team+)
- 25 users included
Starting at $19/mo - See full pricing
Start your free trial today
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