ServiceFlo for General Field Service

If you send technicians to customer sites, ServiceFlo is the back-office you've been missing.

Challenges you face every day

🗂️

Disconnected tools

Invoicing in one tool, expenses in another, payments via a third app. Nothing talks to each other.

💸

Delayed payments hurt cash flow

Net-30 invoices are the norm, but your parts suppliers want payment now. The gap is painful.

🧩

Technicians forget to log expenses

Without a simple phone-based capture flow, receipts pile up in gloveboxes and expense reports are always incomplete.

📍

Inefficient scheduling

Dispatching calls without knowing technician locations or nearby jobs wastes hours every day.

📉

Markup isn't tracked

You buy parts at cost and bill with markup, but manually calculating and applying it per job is slow and error-prone.

📚

Month-end is chaos

Chasing down receipts, reconciling payments, and filing expenses at month-end is a multi-day ordeal.

How ServiceFlo solves it

📱

One app, everything connected

Invoices, expenses, payments, and scheduling in a single PWA that works on any phone — no training needed.

Collect before you close the job

Send a payment link by SMS while the customer is still satisfied. Collections go from weeks to minutes.

📸

Simple receipt capture

Tap, snap, done. Receipts are uploaded, categorized, and linked to the invoice in seconds.

📐

Automatic markup on expenses

Set a markup percentage per expense category. ServiceFlo calculates the billable amount and adds it to the invoice.

🗓️

Smart scheduling & routing

Day-view schedule ordered by urgency. Proximity alerts tell you when a nearby customer is due for a visit.

🔁

Real-time QuickBooks sync

Every transaction flows to QBO as it happens. Month-end closes in minutes, not days.

🎨

Themed to your trade

Pick your trade at signup and ServiceFlo pre-loads the line items and vendors you actually use, matches its terminology to yours, and puts the right shortcut on your home screen — same features underneath, whatever you fix.

3 tools → 1
Apps for invoicing, payments & expenses
"We switched from three separate tools to ServiceFlo. Our techs love it and our accountant finally stopped complaining."
James T. · HVAC service company, 6 technicians

Built for everyone on your team

Same platform, different view — whatever role you play in the business.

🧑‍💼

Owner / Operator

Run invoicing, payments, and expenses for your whole crew from one dashboard instead of stitching together three different apps.

🛠️

Technician in the field

Collect payment before you leave the job site and log expenses in seconds — no end-of-day paperwork waiting back at the shop.

📚

Bookkeeper

Real-time QuickBooks sync means month-end close takes minutes, not days spent chasing down receipts.

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Frequently asked questions

I use three different tools for invoicing, payments, and expenses — can this replace them? +

That's exactly the gap ServiceFlo fills — invoicing, on-site card/ACH payments, expense photo capture, and scheduling live in one platform, with QuickBooks sync tying it together automatically.

Does it work for my specific trade? +

ServiceFlo is built for any mobile service business — electrical, pest control, appliance repair, and similar trades all work the same way: invoice on-site, get paid on-site, track expenses as you go.

Can multiple technicians use it under one company account? +

Yes — Growth and Pro plans support multiple users; invite a technician by email from Settings → Users and they get a sign-up link scoped to your company.

Does the app look different depending on my trade? +

A little, on purpose. Picking your trade at signup pre-loads the line items, materials, and vendors your trade actually uses, and themes the app with a matching accent color, terminology (like "Service Call" vs. "Job"), and a home-screen shortcut suited to your day — every feature still works exactly the same underneath.

I run maintenance contracts (quarterly pest control, appliance service plans) — do I have to re-add every visit by hand? +

No — turn on Repeats when you add the job and set the interval (every 3, 6, 12, 24 months, or a custom interval). ServiceFlo schedules the next visit automatically the moment you mark the current one complete, and sends both you and the customer a reminder email two weeks ahead.

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