Set up the locations first
Create full customer details, a main address and additional sites before booking a job. Keep access information with the right premises.
ServiceFlow
Job management &
field service software.
Run jobs, staff and customers from one place. Schedule the work, guide your field team and give customers a clear record of the result.
30-day free trial No card required Up to 5 users
01
The right team. The right site.
Site assessment / Tuesday, 09:00
Team assigned. Job-specific RAMS attached.
Schedule work
Manage staff
Capture job evidence
Keep customers updated
How ServiceFlow works
From the first booking to the finished job.
A clear handover at every step. Everyone works from the same job record.
- 1
Book the job
Choose the customer, site, date and instructions.
- 2
Assign your team
Check availability and send work to the right people.
- 3
Get work done
Staff see their jobs and update progress on their phones.
- 4
Record the visit
Keep photos, form answers and signatures with the job.
- 5
Share the outcome
Give customers access to approved reports and documents.
Take a closer look
See what your working day could look like.
Know who's going where.
See the day's work, check your team and plan one-off or recurring visits in the same calendar.
Explore schedulingThe job goes with your team.
Staff have the site details, instructions and next action on their phones, from travelling to the job through completion.
Explore the staff appYour business. Your app. Your branding.
Install ServiceFlow with your company logo as the app icon. Your business branding carries through the app experience for staff and customers.
Explore business branding
Standard icon
Your logo
Find the evidence behind the visit.
Search completed work by customer or staff member. Review reports and their photos before choosing what to share.
Explore job reportsKeep your customer in the picture.
Give selected contacts a business-branded place for visits, reports, documents and agreements requiring attention. Set permissions for the customer or site.
Explore the customer portalThe document. The recipient. The acceptance.
Send a PDF to selected portal contacts. Capture active acknowledgement and retain the agreed document, rather than replacing accepted terms in place.
Explore customer agreementsAction required
Service agreement
Northfield House · Version 1
Review the document and actively confirm your acceptance.
Less searching. More clarity.
Still running jobs through spreadsheets, WhatsApp and paper forms?
Those tools can get a business started. As the team grows, it becomes harder to know which message has the latest instructions, where the photos went or whether a report was sent.
ServiceFlow gives each visit a home. The booking, staff instructions, access notes, photos, forms and reports stay attached to the right customer and site. The next person can pick up the job without piecing it together.
Explore job management01 / On site
Everything your team needs.
Right where the work happens.
Today's jobs, access instructions and the next action. Staff move from On Way to Arrived, complete their forms and leave a useful record.
Take the photo. Keep moving.
Take photo and Choose from device are separate actions. Large phone images are prepared for upload automatically, with unnecessary camera metadata removed.
Instructions that stay with the work
Job forms, safety documents and internal recurring notes are there for the person doing the visit, including a colleague covering the next one.
Patchy signal needn't mean lost work
Supported drafts and processed photos can queue on the device for later sync. Initial access and some actions still need a connection.
Camera options depend on your browser and device.
02 / With the customer
More than a place
to download a report.
Give customers a business-branded portal for upcoming visits, completed reports, shared documents and agreements that need attention.
Send agreements. Keep the agreed version.
Upload a PDF and choose the customer contacts who should receive it. They can view, download or print it, then actively confirm acceptance. You can review the recipient and acceptance details.
Accepted documents aren't silently replaced. Send a new agreement when terms change, keeping the previous record intact. This is customer acknowledgement, not a handwritten signature.
Action required
Service agreement
Northfield House · Version 1
Review the document and actively confirm your acceptance.
03 / The finished record
Reports that look as professional as your work.
Bring photos, form answers and products used into a customer-safe report. Include the relevant shared safety documents and deliver a readable PDF through the portal.
Add your business logo and multiple authorised credential or accreditation logos. Set their order, switch each one on or off, and add reference numbers or verification links where useful.
Explore branded reportsEXAMPLE SERVICES
Service report / Northfield House
- Work completed
- Site assessment
- Supporting record
- Form answers · Products used · Photos
BeforeDuringAfter
Your authorised logoYour authorised logoYour authorised logo
Illustrative layout. Businesses provide their own authorised credentials; no accreditation is implied.
Every site. Every next visit.
Recurring work without repeating every instruction.
Pass on what changed
Ongoing internal notes follow the recurring series. Edit or remove them as things change; keep one-visit instructions job-specific. Neither becomes customer-facing.
The right RAMS, not every RAMS
Choose safety documents for the individual job. Different work can carry different RAMS, separate from generic documents shared with a customer.
The tools behind the work
Book it. Do it. Have the record to show it.
A schedule that covers one-off and repeat work
Book exact times or arrival windows, check staff availability and assign one person or a team. Set up recurring jobs once, then manage each visit or change future work as plans evolve.
Your business. Your app. Your branding.
Give your team a phone-friendly app for jobs and on-site updates. On supported devices, the installed app can carry your own company logo as its icon, with your branding throughout the app experience.
Photos and reports that belong to the job
Capture before, during and after evidence, complete digital job sheets, record products used and collect required signatures. Build custom forms for your services and create branded customer-safe PDF reports.
Customer updates with sharing under your control
Invite customers into a portal carrying your business name and logo. Share approved visits, reports and selected documents. Keep private office notes separate, with customer and site permissions controlling access.
Keep safety and operational records close to the work.
Organise SDS, COSHH, RAMS, insurance and policies. Record staff document sign-off, toolbox talks, incidents and vehicle or equipment checks alongside everyday operations.
Built around service work
Different trades. The same need to stay organised.
Whether your team visits homes, workplaces or managed properties, ServiceFlow connects the office to the people doing the work. Use the forms, instructions and records that make sense for your service.
- Maintenance
- Facilities management
- Property services
- Trades & contractors
- Cleaning companies
- Field service teams
Start with your next job
30 days to put ServiceFlow to work.
Try Starter with your own team. No card required. Choose a paid plan when you're ready.
Your starting point
Starter
£30/month
After your 30-day free trial
Up to 5 users · 2 admin + 3 staff
Start your 30-day free trialNo card required
Room to grow
Growth
£49/month
Paid plan · No free trial
Up to 8 internal users
Explore GrowthRoom to grow
Pro
£79/month
Paid plan · No free trial
Up to 20 internal users
Explore ProCompare all plan features and limitsStorage and photo retention
A connected record of your service
Job management and field service software for UK businesses.
From office planning to mobile workforce management
Good job management starts before someone arrives on site. Your office needs a reliable schedule, clear customer and site details, and a way to match the work to available staff. Your field team needs the latest instructions and a straightforward way to record what happened.
ServiceFlow brings these steps together for small and growing service businesses. Manage one-off bookings and ongoing contracts, keep staff assignments visible and track visit progress. Explore field service management or see how digital job sheets help staff complete consistent records.
Useful job history, with the right information shared
A completed visit should leave more than a tick on the calendar. Keep submitted forms, job notes, products used, photos and reports connected to the customer and site. Find past work when a customer asks a question or the next visit needs context.
Approved reports and documents can be shared through the customer portal, while private information stays with the business. Photo retention and storage depend on the selected plan. Our product guides, Help page and retention information explain the workflow and its limits before you start.
Can customers accept agreements in their portal?
Yes. Upload a PDF and send it to selected portal contacts. Each recipient reviews the document and actively confirms acceptance. ServiceFlow records who agreed to that document, and the agreed version remains available while portal access is permitted. This is acknowledgement, not a handwritten signature or a guarantee of legal enforceability.
Can I set up a customer with several sites before booking?
Yes. Create the customer, main address and additional sites before any job exists. Keep site access details with each location, then select the appropriate site when scheduling work.
What is job management software?
Job management software keeps bookings, people, instructions and completed work in one place. ServiceFlow connects the office, the team on site and the customer, so a job's schedule, photos, forms and approved reports stay together.
Who is ServiceFlow for?
ServiceFlow is for service businesses that send people out to do one-off or repeat work. That includes cleaning, maintenance, facilities, property services, trades and contractors. You can choose job instructions and forms to suit your work; you do not need to fit one particular industry.
Can staff use ServiceFlow on mobile?
Yes. Staff can use the mobile-friendly web app to see assigned jobs, open directions, read instructions, update their status and complete job records. It can also be installed on supported phones. Supported offline drafts and queued actions sync when connectivity returns; an internet connection is still needed for initial access and some actions.
Can customers see job reports?
Yes, when you share them. The customer portal can show permitted visits, completed reports and selected documents. Customers only see the information shared with them. Private office notes and unshared records are kept separate.
Can I schedule recurring jobs?
Yes. Schedule daily, weekly, fortnightly, monthly or custom repeat visits. Use an end date, a visit count or an ongoing schedule, and choose individual dates for work that does not follow a regular pattern.
Does ServiceFlow support photos, forms and signatures?
Yes. Keep before, during and after photos against the job, add custom job forms and checklists, and collect signatures where required. You control which report content is customer-visible. Uploaded files and photo retention are subject to your plan's limits.
How does the free trial work?
The Starter plan includes a 30-day free trial for up to 5 users: 2 admin users and 3 staff users. Try the workflow with your own jobs and team. Starter is £30/month after the trial if you choose to subscribe. Growth and Pro are paid plans without a free trial.
Do I need a credit card?
No. You can start the Starter trial without entering payment details. Payment details are needed when you choose to purchase a subscription.
Your next working day, connected
Put your next jobs through ServiceFlow.
Set up your business, add your team and book your first job.
Start your 30-day free trial30-day Starter trial. No card required.