Enquiry in. Invoice paid.
Capture
Enquiries arrive as leads with their site address, plans and contact details already filled in.
Qualify
Score leads, move them through your stages, and get a nudge when one’s gone quiet.
Deliver
The accepted proposal becomes the project, with its stages, budget, team and subcontractors.
A job, start to finish
- 1
An enquiry comes in from your website form, an email or a phone call. Flowtiv makes it a lead with the site address and any plans they sent.
- 2
You qualify it. It moves through your stages, and Flowtiv tells you when it needs attention.
- 3
You send a fee proposal built from your services library. You can see when the client opens it.
- 4
The client accepts, signs and pays the deposit, all from one link.
- 5
The project starts itself with the proposal’s phases, fee and job number. Your team, the client and your subcontractors each get their own channel.
- 6
You deliver. Tasks, inspections, files and time are all on the job. The budget shows what’s left.
- 7
You invoice by stage. Clients pay by card, bank transfer or instalments, and Xero is updated.
- 8
Repeat work and referrals come from the same client record, with the whole history behind it.
Up and running in a day
Pick your profession’s pack.
Your pipeline, proposal templates and project stages are ready.
Bring your data across.
Clients, contacts, services and history from WorkflowMax, Odoo, Xero or a spreadsheet.
Make it yours.
Logo, colours, email domain, signatures and templates.
Connect your accounts.
Microsoft 365 or Google, Xero, Stripe, and your ad accounts if you run ads.
Invite your team.
As many people as you like.
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