Getting started
Set up business details, staff, documents and the first working-day essentials.
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Choose the area that best matches what you are trying to do. Signed-in business admins can also raise and track support tickets from the protected Support area.
Set up business details, staff, documents and the first working-day essentials.
Open getting startedUnderstand job scheduling, staff mobile work, reports, customer access and compliance records.
Open using serviceflowOpen ServiceFlow to sign in, reset a password or continue an existing account.
Open account accessAsk about setup, product use, billing, storage or a problem with your account.
Open contact supportCheck the staff sync status and reconnect before assuming a queued item has reached the server. Keep the local draft while an upload needs attention.
Drafts and sync explainedCheck that the report is shared and that the contact has access to the correct customer or site and report area. Uploading a file alone does not grant portal access.
Portal permissions explainedCheck whether the saved item is a selectable Job Form or a Reusable Template. Templates are copied into forms; they are not selected directly for a job.
Job Forms and templates explainedWhen reporting a problem, include the page, approximate time, device/browser and what happened. Do not send passwords, invitation links or confidential customer documents.
Send ServiceFlow a clear description and the support team can take a closer look.