Flow help center

Flow helps trade subcontractors run a job from first phone call to final closeout: take in the work, build a bid, get it approved, run the job in the field, and close it out. These guides explain what each part of the product does and how to use it.

New here? Start with Signing in and getting oriented.

Guides

Setup

• Signing in and getting oriented — how access works and what you see first
• Setting your labor rates — the fully-loaded rates that price every bid
• Adding and managing team members — who can do what
• Importing your SKU catalog from a CSV — bulk-load your materials

Winning the work

• Creating a job — intake: customer, site, and scope
• Managing jobs — your list of active work
• Building a bid — line items, pricing, and premiums
• The customer bid link — sharing a bid for review
• Approvals, deposits, and pre-lien (Stage 3) — the gate before work begins

Doing the work

• After the sale — provisioning through closeout — Stages 4–7

A note on where the product is

Flow is early. These guides describe what is actually built today, and they are honest about what is thin or still on the roadmap — each guide has a "What's not in v1 yet" section. If a screen does less than you expect, the guide will say so rather than pretend otherwise.