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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

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Disconnected tools

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

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Delayed payments hurt cash flow

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

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Technicians forget to log expenses

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

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Inefficient scheduling

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

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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.

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Month-end is chaos

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

How ServiceFlo solves it

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One app, everything connected

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

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Collect before you close the job

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

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Simple receipt capture

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

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Automatic markup on expenses

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

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Smart scheduling & routing

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

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Real-time QuickBooks sync

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

"We switched from three separate tools to ServiceFlo. Our techs love it and our accountant finally stopped complaining."
James T. Β· HVAC service company, 6 technicians

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