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Features

One system for every part of your office.

Every part shares the same clients, jobs and numbers, so what happens in one shows up everywhere it matters.

Win work

CRM and contacts

Every client, every conversation, in one place.

  • One timeline per client across their enquiries, proposals and jobs
  • Accounts, contacts and your own fields
  • Referral sources, so you know who sends you work
  • Marketing consent recorded against each person

Leads and deals

A pipeline built for fee proposals.

  • Website enquiry forms that take plans and photos
  • Lead scoring and follow-up sequences
  • Stages with checks, so nothing moves on without what it needs
  • Saved views with totals, and call logging

Proposals

Fee proposals in minutes, not afternoons.

  • A drag-and-drop proposal designer, in your branding
  • A services library, with fees, phases, inclusions, exclusions and assumptions
  • Optional items your client can tick
  • Internal approval before it goes out, then view tracking
  • Accept, sign and pay the deposit online; variations later

Marketing

Stay front of mind with past clients.

  • Lists and segments, email and SMS campaigns, and an email builder
  • Automations that run on their own
  • Unsubscribes and consent handled for you
  • Reporting tied to the work it won

Ads

See which ads turn into signed work.

  • Google, LinkedIn and Meta ad accounts connected
  • Every lead matched to the campaign that brought it
  • Cost per won job, not just cost per click

Website

A website that feeds your pipeline.

  • A drag-and-drop site builder, with your enquiry forms, booking links, Google reviews and chat built in
  • On your own domain
  • Or let Orbi draft your pages from a few lines about your office

Deliver

E-signing

Signed, sealed, project started.

  • Place signature, date and text fields on any PDF
  • Several signers in order, with reminders and expiry
  • Signing from the email, with no login
  • A signed PDF with an audit trail and certificate of completion

Projects

The accepted proposal becomes the project.

  • Phases, fee and job number carried straight across
  • Board, list and timeline views; tasks with dependencies; milestones
  • Job numbers in your own format
  • Inspections and site visits on the calendar

Channels and email

Your inbox, filed to the right job.

  • Separate channels for your team, the client and each subcontractor, each with its own email address
  • Microsoft 365 and Gmail synced, with mail filed to the right job automatically
  • Text messages to clients and subcontractors from the job
  • Send from your own domain, with your signature and templates
  • One inbox for everything waiting on you

Subcontractors

Your extended team, in the loop and out of the way.

  • Insurance and licences tracked, with reminders before they expire
  • Work packages, quotes, variations and bills
  • A free portal for each subcontractor, showing only their work
  • Matched to jobs by their trade

Files and documents

Every drawing and report where you’d look for it.

  • Folders on every job, and a library for the whole office
  • View files in the browser, and edit Word and Excel there too
  • Drawing registers, revisions and transmittals

Timesheets

Know where the hours go.

  • A timer, or enter time by hand, by work type
  • Budget left on every project and phase as time is logged
  • Unbilled time ready to invoice

Get paid

Invoices

Invoice the way you quote.

  • By stage, phase or milestone; deposits and progress claims
  • Recurring invoices, credit notes and statements
  • GST worked out for you
  • Reminders that chase overdue invoices for you

Payments

Get paid faster, by however your client likes to pay.

  • Card through Stripe, and PayPal
  • Bank transfer, with a unique reference on every invoice
  • Part payments, and FlexiLay instalments for bigger fees

Accounting

Xero, kept in step.

  • Invoices, payments, credit notes and bills synced to Xero
  • Card fees and payouts that reconcile
  • MYOB: coming soon

Run the office

Insights

Clear numbers, better decisions.

  • Pipeline, win rate, revenue and profit by job and by type of work
  • Who’s busy, and which jobs are over budget
  • A home page each person arranges for themselves

Automations

The routine work, done for you.

  • Build “when this happens, do that” from Flowtiv’s own steps
  • Try each one against your past jobs before you turn it on

Orbi

Your assistant, with the same rules as you.

  • Drafts emails, proposals, pages and automations from the page you’re on
  • Sees only what you can see
  • Nothing reaches a client or subcontractor without a person’s approval
  • Use Flowtiv’s AI, or your own Claude, ChatGPT or Grok key

Support inbox and website chat

Every question answered, nothing lost.

  • Support email becomes tickets
  • A chat button on your website that lands in the same place

Your data, your way

It’s yours, and you can take it.

  • Export everything, any time
  • Two-step sign-in, passkeys, and Microsoft or Google sign-in
  • Industry packs to start; your own fields after that

Run your whole office from one place.

We’ll set Flowtiv up with your services, your pipeline and your proposals, and walk you through it in 30 minutes.

Book a demo