A complete guide to getting started, invoicing, getting paid, tracking expenses, scheduling jobs, syncing with QuickBooks, and asking Ask AI about your business in ServiceFlo.
Updated August 24, 2026
From sign-up to your first invoice in about five minutes — no paperwork required.
Free, no credit card — the Starter plan is free forever for one user.
Optional — one click links your QuickBooks Online company. Skip it if you don’t use QuickBooks.
Tell us you’re ready to take card and ACH payments. Usually turned on within one business day.
Build and save invoices as drafts right away, even before payment setup finishes.
Plumbing, HVAC, Electrical, Landscaping, Roofing, Painting, Cleaning Services, Pest Control, General Contractor, or Other. That choice pre-loads your trade’s line items, materials, and vendors, and themes the app to match — accent color and icon, terminology like "Service Call" vs. "Job," and a home-screen shortcut suited to your day.
ServiceFlo is a Progressive Web App — open it in your phone’s browser and tap "Add to Home Screen." Full screen, its own icon, no updates to install by hand.
Tap the EN/ES toggle on any screen to switch the whole app to Español instantly, or set your team’s default from Business Settings. Customer-facing invoices and payment pages always stay in English.
Build the invoice on-site, send it in seconds, and make it unmistakably yours.
{{CustomerName}} The customer’s name {{TenantName}} Your business name {{InvoiceNumber}} The invoice number {{DueDate}} The invoice’s due date {{TotalAmount}} The total amount due {{JobDescription}} The job description you entered {{SupportEmail}} Your support email {{SupportPhone}} Your support phone number A secure hosted payment page — no card reader, no customer account, no waiting to find out if it cleared.
Walkthrough video
Coming soon
Search by name, email, or phone — two characters in and matches start showing up.
Walkthrough video
Coming soon
Scan it and let ServiceFlo do the typing, or enter it by hand in seconds.
Free 30-day evaluation on Starter · fully unlocked on Growth and Pro.
Walkthrough video
Coming soon
Plan the day by urgency and proximity, not just a list of addresses.
Free 30-day evaluation on Starter · fully unlocked on Growth and Pro.
Walkthrough video
Coming soon
Connect once. Everything after that happens on its own.
Walkthrough video
Coming soon
Four at-a-glance views of how the business is doing, covering the last 90 days.
Pro plan feature.
Walkthrough video
Coming soon
Three plans that grow with your crew.
| Plan | Price | Includes |
|---|---|---|
| Starter | Free | 1 user, unlimited invoicing, unlimited customers, on-site payments, no QuickBooks sync, plus a 30-day evaluation of Expense Management and Smart Schedule (view-only after that until you upgrade) |
| Growth | $29.99/mo | Everything in Starter, plus Expense Management and Smart Schedule fully unlocked, your own QuickBooks Online sync, same-day ACH payouts, up to 5 users, route optimization, proximity alerts, and expense approval workflows |
| Pro | $49.99/mo | Everything in Growth, plus QuickBooks Online setup handled by our team on request, customer list import, Reports (revenue, outstanding balances, expenses by category, job profitability, and an Ask AI assistant for plain-English questions about your business), unlimited users, multi-location management, and dedicated onboarding |
On Growth and Pro, head to Settings → Business Settings and find the Team section. Invite someone by email and choose whether they join as an Admin or a Technician — Growth includes up to 5 team members, Pro is unlimited.
Use the "Forgot password?" link on the sign-in page and we’ll send a reset link. Don’t see it? Email support and we’ll get you back in directly.
No. ServiceFlo runs right in your phone’s browser, and you can add it to your home screen so it looks and feels like a native app. No app store, no updates to install by hand.
Yes. Card and bank payments happen on a secure, hosted page run by our payment partner. ServiceFlo never sees or stores raw card numbers or bank account details.
No problem at all. QuickBooks sync is optional. Invoicing, payments, expenses, and scheduling all work fine without it.
Yes. Starter is free forever for unlimited invoicing and customers, and it also gives you a 30-day evaluation of Expense Management and Smart Schedule so you can try them on real jobs before deciding whether to upgrade.
Yes. Tap Scan Receipt from the Expenses tab and ServiceFlo pulls out the vendor, date, and every line item so you’re not typing it all in by hand. You still choose which items actually count before anything gets saved as an expense.
Yes, on the Pro plan. From the Customers screen, tap Import to upload a CSV or Excel file, or paste a link to a published Google Sheet. You’ll see a preview before anything is committed, and duplicates get skipped automatically.
Yes, on Growth and Pro. From Settings → Business Settings, find the Team section and invite someone by email as an Admin or a Technician. Growth allows up to 5 team members; Pro is unlimited.
Yes, on the Pro plan. The Reports tab shows revenue over time, outstanding balances, expenses by category, and job profitability, covering the last 90 days.
Yes, on the Pro plan. Tap Ask AI at the top of the Reports tab and type a plain-English question, like "show me customers with pending invoices" or "what are my expenses for a customer’s kitchen remodel." You’ll get an answer plus a chart or table when relevant, and any customer name in the answer is tappable, jumping straight to their card. Tap "What can I ask?" above the message box any time to see what’s currently supported.
Yes, as long as it’s still a draft. Open it from your invoice list and tap Edit to change the customer, line items, or expenses. Once it’s been sent to a customer, it’s locked in.
Yes. Tap the EN/ES toggle in the corner of any screen to switch the whole app to Español instantly. Set your team’s default from Settings → Business Settings so it’s there next time anyone logs in.
A little, on purpose. Your accent color, icons, and some of the terminology (like "Service Call" vs. "Job") match how people in your trade actually talk, while every feature works exactly the same underneath.
Yes. When adding a job, turn on Repeats and choose how often — every 3, 6, 12, or 24 months, or a custom interval in days, weeks, months, or years. ServiceFlo automatically schedules the next visit the moment you mark the current one complete.
Yes. Two weeks before any scheduled visit, both you and the customer get an email reminder. Customers can tap Confirm Appointment or Reschedule right from that email — no action needed if the time still works for them.
Yes. Tap any customer in your list to see their contact info, upcoming appointments, unpaid invoices, and expenses all together, and edit their details right there.
Use the chat bubble in the bottom-right corner of any page, or email sales@serviceflo.app. We usually reply the same day.
Use the chat bubble in the corner of this page, or reach us directly.
Prefer email? sales@serviceflo.app