Dashboard
Settings
Active Leads
0
In pipeline
Jobs This Month
0
Scheduled
Revenue (Paid)
$0
This month
Referral Members
0
With a referral code
Recent Leads
Upcoming Jobs
Open Invoices
Conversations
Snippets
Call Scripts
Settings
Select a conversation
Choose a contact from the left to view their messages
Conversation Preferences
Default compose type
Swipe on a conversation
Which way marks read or unread, and which way offers to delete. Deleting always asks first.
Undo send window (Email only)
Brief delay before an email sends - lets you cancel. Doesn't apply to SMS.
Signatures
SMS sign-off text
Appended to texts you send from Conversations
My Email Signatures ⓘ
Out-of-Office Auto-Reply
Enable auto-reply
Voice / Calls ⓘ
Call Forwarding
Announce that calls may be recorded ⓘ
Spoken to the caller before your phones ring
Voicemail Greeting ⓘ
After-Hours Voicemail ⓘ
Holiday Voicemail ⓘ
Suggested Replies ⓘ
Pipeline
Reports
Settings
Pipelines
Stages
How This Report Works
One card below per pipeline that has "Show in dashboard reports" turned on (Pipeline Settings). Everything is calculated live from contacts currently in that pipeline right now - it's a snapshot, not a historical trend line over time.
Open Pipeline Value - sum of the Opportunity Value field across every contact currently sitting in an "Open" stage.
Weighted Forecast - each open stage's value × that stage's Win Probability setting, added up. A rough estimate of expected revenue, not a guarantee.
Win Rate - Won ÷ (Won + Lost), counting only contacts currently parked in a Won or Lost stage right now (stages marked "Abandoned," like Stale/DND, are excluded from all three numbers - they're neither open nor a real close).
The table below each summary breaks the same numbers down stage-by-stage.
Open Pipeline Value - sum of the Opportunity Value field across every contact currently sitting in an "Open" stage.
Weighted Forecast - each open stage's value × that stage's Win Probability setting, added up. A rough estimate of expected revenue, not a guarantee.
Win Rate - Won ÷ (Won + Lost), counting only contacts currently parked in a Won or Lost stage right now (stages marked "Abandoned," like Stale/DND, are excluded from all three numbers - they're neither open nor a real close).
The table below each summary breaks the same numbers down stage-by-stage.
Pipelines
Use pipelines to track contacts and sales progress across stages.
| # | Pipeline Name | Stages | Actions |
|---|
Scorecard
The Board
Decisions
Cash Runway
How long the business can keep running. Not a profit and loss report - that looks backwards and asks whether you made money. This looks forwards and asks how long you have.
This Week
Contacts
Tags
Reports
Settings
Tags ⓘ
Add, rename or remove tags. Changes apply to every contact using that tag.
Preferences
Duplicate match sensitivity ⓘ
Archived Contacts ⓘ
Automations
Fields
Custom Values
Trigger Links
History
Settings
Automations
These are written into Flow rather than assembled from steps. Change any of the values below and the change takes effect straight away.
Pages
Documents
Forms
The pages your customers land on. Each one is served by Flow and can carry your own colours,
fonts and logo - within limits that keep them looking like business documents.
Calendar
Self-Booking Requests
Reports
Settings
Self-Booking Requests
Estimates
Templates
Reports
Settings
Invoices
Settings
Items
Services
Discounts
Settings
Time Clock
Settings
Today's Summary
Request Time Off
My Shift Log - This Week
DateClock InClock OutHoursJobOT
Week Total
0.0 hrs
Team Members
Settings
Team Members
Weekly Payroll Summary
Commission Tiers
Tier Name% of JobNotes
PTO Requests
Upcoming Closures ⓘ
Job Queue
Settings
Photo Library
Settings
Internal Chat
Settings
Select a conversation
Or start a new DM or group chat
User
Full Name
Your display name across Flow
Role
Your role in the system
Email
The address customer emails, test sends and blasts go out from - your customers see this as the sender
Phone
Your direct line - used for call forwarding and shown to customers when you call out through Flow
Change Password
Set a new password for your Flow login
Log Out
End your current Flow session on this device
Signed in on ⓘ
Where your account is currently logged in
Log Out of All Devices
Signs you out everywhere, including here. Use this if a device is lost or a phone was handed on.
Staff Acceptable Use Policy
How customer data, messaging, and payments should be handled in Flow
Software License Agreement (EULA)
Terms governing your license to use Flow as an employee
New team member agreement ⓘ
Shown on a new team member's first sign-in
Acceptance report ⓘ
Who has agreed, to which version, and when
Business Info
Business Name
Address
Business Phone
Contact Email
Shown on customer-facing estimates and invoices
Website
Shown on customer-facing estimates and invoices
Business Logo ⓘ
Tax Rate (%) ⓘ
Business Hours ⓘ
Same setting as Calendar Settings → Working Hours - editing either place updates both. Used in message templates as {{bizHours}}.
Time Zone
Every date and time in Flow is shown in this zone, on every device. A phone set to another time zone still shows your appointments at the times you booked them.
Branding
The app's own identity - what staff see. Separate from your Business Logo above, which is what customers see on quotes and invoices.
App Name ⓘ
Leave blank for "Flow"
App Logo ⓘ
Sidebar and mobile header
Login Screen Logo ⓘ
Shown before anyone signs in
Accent Colour ⓘ
Buttons, badges and highlights
Apply branding
Name and colour take effect immediately
Appearance
Sidebar
Default sidebar state on load
Body Font
Used for regular text throughout the app
Heading / Display Font
Used for page titles, headings, and big numbers
Light Mode ⓘ
Switch between the dark and light colour scheme
Text Size
Mobile only - scales all text in the app on this device
Notifications
Sound on new notification
Desktop notifications
Quiet hours (after-hours & weekends) ⓘ
Data
Clear Local Data
Permanently deletes all Flow data from this browser
Integration Costs
Estimated Monthly Total
Active integrations only - annual plans divided by 12
$0.00
This Month's Usage ⓘ
IntegrationMonthlyRenewsStatus
Fields ⓘ
Every fillable field across Flow that's contact-related or business-related - grouped into folders by which entity/section they live in. When a folder is added to an entity, it becomes a real section in that entity's modal/page; a field added to that folder shows up right there.
| Name | Type | Folder | Variable | Date Created |
|---|
Internal Fields ⓘ
Fillable fields for Flow's own internal Settings screens - the business, and whoever is signed in. Edit their values in Main Settings; the variable names are fixed.
Custom Values
Reusable text snippets you define once, then drop into any message via a
{{cv_key}} token - Snippets, Automations, appointment reminders, and Bulk Message all resolve these automatically.TokenValue
Rewards
Settings
Referral Program
Settings
Total Members
0
Active Credit
$0
Expiring (60d)
0
Total Referrals Made
0
Reviews
Settings
Social Media
Blasts
Settings