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, then read Your first job, start to finish before you run a real job through Flow.

Guides

Setup

• Signing in and getting oriented — how access works and what you see first
• Your first job, start to finish — one whole job, end to end, and what Flow does for you at each step
• Your business details and logo — the name, contact details, license number and logo every bid carries, and how to upload your logo
• Labor roles and payroll burden — base wages and burden, and the fully-loaded rates that price every bid
• People — everyone in your shop once each: who signs in and their access, who does the work and their trade and wage, a job's project lead, and who's emailed when a customer signs
• Catalog items, kits and work — one list: the work you scope at the site visit, the parts it brings, and kits built from them
• Importing your SKU catalog from a CSV — bulk-load your materials
• Work phases — the stages your work runs through, in your words
• Your Terms & Conditions — the contract language every bid carries, and how long it can be

Winning the work

• Clients — people, businesses, and their sites — add a client before there's a job; contacts and sites
• Creating a job — intake: job type, client, site, and the work in each room
• Managing jobs — your list of active work
• Building a bid — room by room or phase by phase, who does the work, materials and kits, and pricing
• The customer bid link — what the customer sees, how they sign, and the PDF before and after signing
• Approvals, deposits, and pre-lien (Stage 3) — the gate before work begins, and your shop's pre-lien threshold

Doing the work

• After the sale — provisioning through closeout — Stages 4–7
• Labor actuals and variance — what the job really cost, against what it was bid at
• Invoices — how bills are numbered and preserved — the record shape (v1); generation UI to follow

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.