Plan
Put the customer, premises, team and visit pattern in place.
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.
Follow the job through ServiceFlow
Do
Give the attending team the next action and the right site information.
Record
Keep the answers, photos and products with the work that produced them.
Share
Give selected contacts the approved record, not the private office notes.
Job calendar and scheduling
Plan daily and weekly work from a calendar that feels familiar. Create jobs, select customers and sites, assign staff, add notes and keep missed or cancelled work visible.
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.
Your business. Your app. Your branding.
Install ServiceFlow on supported devices with your own company logo as the app icon. Your business name and logo also appear throughout the app, giving staff and customers a professional, in-house experience.
Job photos and retained records
Take a photo from the staff job screen or choose from the device. Large phone images are prepared before upload and offline queue storage, with unnecessary camera metadata removed. Browser camera support varies.
Customer portal
Give selected customer contacts a business-branded place for permitted visits, reports, shared documents and agreements needing attention. Access stays linked to the correct customer or site.
Documents and compliance
Keep insurance, policies and safety records organised by type and expiry. Attach the appropriate RAMS to individual jobs, separate from generic documents shared with customers.
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, business documents, training records and incidents stay organised for when the team needs them.
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, 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
Your business. Your app. Your branding.
Install ServiceFlow on supported devices with your own company logo as the app icon. Your business name and logo also appear throughout the app, giving staff and customers a professional, in-house experience.
Your logo on the installed app iconBusiness branding in the appProfessional team experience
Job photos and retained records
Take a photo from the staff job screen or choose from the device. Large phone images are prepared before upload and offline queue storage, with unnecessary camera metadata removed. Browser camera support varies.
Before/during/after stagesAutomatic photo preparationPlan-based retention
Customer portal
Give selected customer contacts a business-branded place for permitted visits, reports, shared documents and agreements needing attention. Access stays linked to the correct customer or site.
Multiple contactsCustomer/site permissionsAction-required prompts
Documents and compliance
Keep insurance, policies and safety records organised by type and expiry. Attach the appropriate RAMS to individual jobs, separate from generic documents shared with customers.
Job-specific RAMSExpiry statusControlled document sharing
SDS/COSHH and chemical records
Build a product and chemical library with SDS and COSHH links so staff can record the actual products used on each 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
Reports and job history
Create customer-safe reports with photos, products and form answers. Add your business logo and multiple authorised accreditation logos, with ordering, individual visibility, reference numbers and verification links.
Branded PDFsMultiple report credentialsCustomer-safe content
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
Start with a no-card Starter trial for up to 5 users: 2 admin and 3 staff. Compare Starter, Growth and Pro for the team size, storage and retention you need.
30-day Starter trialClear plan allowancesNo card during trial
Customer agreements and contracts
Send PDF agreements to selected contacts. Customers view, download or print the PDF and actively acknowledge the terms. Keep recipient acceptance and the agreed version on record; send a new agreement when terms change.
Active acknowledgementRecipient acceptance detailsRetained agreed document
Customers, sites and recurring instructions
Create a customer with a main address and additional sites before booking. Keep ongoing internal team notes across recurring visits, or record an instruction for just one job.
Multi-site recordsRecurring team notesPrivate operational context
Offline-aware staff work
Keep supported drafts and prepared photos on the device through patchy signal, then sync through the existing staff workflow. Initial access and some actions need connectivity; business contexts remain separate.
Local draftsQueued photosVisible sync status
Start with the basics
Add customers and jobs first, then bring in staff, chemicals, SDS/COSHH, safety documents, training records and compliance files when you are ready.
Set up resources when ready
Add approved chemicals, SDS/COSHH, insurance, RAMS, policies and customer portal settings at your own pace.
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.