Job calendar and scheduling
Plan daily and weekly work from a calendar that feels familiar. Create jobs, select customers and sites, choose templates, assign staff, add notes and keep missed or cancelled work visible.
Features
A connected toolkit for jobs, staff, customers and compliance.
ServiceFlow is designed around the operational work small field service businesses do every day: scheduling jobs, sending staff to site, keeping evidence, sharing customer updates and staying on top of safety documents.
Staff mobile workflow
Staff get a focused mobile view for their own jobs. They can navigate to site, read access notes, see linked documents, upload photos, report incidents and mark work complete without seeing admin screens.
Job photos and retained records
Upload before, during and after photos so proof of work stays with the job. Retention settings help businesses keep records for a defined period without turning the app into unmanaged storage.
Customer portal
Customer portal access is explicit, not based on loose email matching. Customers can see permitted appointments, documents, reports and notes for their linked customer or site.
Documents and compliance
Keep business documents, insurance, certificates, company policies, RAMS, risk assessments and method statements organised by type, category, visibility and expiry date.
SDS/COSHH and chemical records
Build a product and chemical library with SDS and COSHH links. Templates can pull through the relevant products and documents so staff see the right records for the job.
Staff mobile view
A cleaner, technician, contractor or supervisor can open the job, navigate, upload photos, complete work and report an incident from one phone-friendly screen.
Customer portal
Customers see only the appointments, reports and documents they are allowed to access through explicit portal permissions.
Compliance library
Chemicals, SDS, COSHH, safety documents, training records and incidents stay organised before they are linked to templates and jobs.
Controlled storage and retained job records
Keep useful evidence without turning the app into unmanaged storage.
ServiceFlow stores job photos, documents and records with sensible plan limits. Starter includes 90-day job photo retention and 2GB storage. Larger teams can contact support for more storage, higher user limits or longer retention.
Job photos
Incident photos
Documents
Training files
Business assets
Storage usage visibility
Admin cleanup tools
Detailed capabilities
Everything needed to run the work without overcomplicating the system.
Job calendar and scheduling
Plan daily and weekly work from a calendar that feels familiar. Create jobs, select customers and sites, choose templates, assign staff, add notes and keep missed or cancelled work visible.
Day and week viewsNew job flowStatus colour coding
Staff mobile workflow
Staff get a focused mobile view for their own jobs. They can navigate to site, read access notes, see linked documents, upload photos, report incidents and mark work complete without seeing admin screens.
Simple staff job listLarge site actionsTraining warnings
Job photos and retained records
Upload before, during and after photos so proof of work stays with the job. Retention settings help businesses keep records for a defined period without turning the app into unmanaged storage.
Before/during/after stagesSigned viewing URLs90-day default retention
Customer portal
Customer portal access is explicit, not based on loose email matching. Customers can see permitted appointments, documents, reports and notes for their linked customer or site.
Customer/site accessPermission controlsCustomer-visible documents only
Documents and compliance
Keep business documents, insurance, certificates, company policies, RAMS, risk assessments and method statements organised by type, category, visibility and expiry date.
Document libraryExpiry statusTemplate linking
SDS/COSHH and chemical records
Build a product and chemical library with SDS and COSHH links. Templates can pull through the relevant products and documents so staff see the right records for the job.
Product librarySDS linksCOSHH links
Training and toolbox talk sign-off
Add training items, toolbox talks and required sign-off records. Staff can read, confirm and sign training from their side, while admins can see who has completed each item.
Required sign-offUnsigned badgesStaff signatures
Incident reporting
Record accidents, near misses, chemical spills, property damage, site access issues and other incidents. Admins can review severity, follow-up actions and RIDDOR review status.
Staff incident formPhoto uploadsAdmin review
Holiday requests
Staff can request holidays and admins can approve or decline them. Approved holidays can be shown on the calendar and job assignment warnings help avoid scheduling conflicts.
Staff requestsAdmin approvalCalendar visibility
Reports and job history
Completed jobs can keep notes, photos, linked documents and future reports in one job history. This gives the business a clearer operational record than scattered folders.
Completed job recordsReport availabilityCustomer-ready history
Support and billing controls
Owner and admin users can manage billing, see account notices and contact ServiceFlow support from inside the app. Platform support tools keep customer help separate from daily operations.
Support ticketsBilling noticesAccount status controls
Simple subscription foundation
The Starter plan keeps pricing straightforward while the product grows. Billing, grace-period handling and platform controls are prepared for private live use.
30-day trialGrace-period messagingNo card during trial
Prepare resources
Add customers, sites, staff, chemicals, SDS/COSHH, safety documents, training records and compliance files before building repeatable work.
Create templates
Build reusable job templates with durations, checklists, required photos, linked products and linked documents.
Book and complete jobs
Schedule jobs, assign staff, capture updates, keep records, share selected customer information and review completed work.
Ready to see how the workflow fits together?
Start the 30-day free trial or review the Starter plan before inviting staff and customers.