From First Quote
to
Final Payment
Everything you need to run your service business - jobs, quotes, invoices, online payments, and AI-powered insights in one place.
The Full Pipeline
Job. Quote. Invoice. Payment. All connected.
Job
Create and track jobs with full lifecycle management
Quote
Generate professional quotes and send to clients
Invoice
Convert quotes to invoices with one click
Payment
Get paid online via Square or record manual payments
Get Paid Online. Track Everything.
Accept credit card and ACH payments through Square integration. Clients pay directly from their invoice link - no login required. Track payment status, reconcile automatically, and monitor collection rates.
- Square payment gateway (cards + ACH)
- Clients pay from invoice link
- Automatic payment reconciliation
- Payment fee tracking and reports
Meet Flowie - Your Business Co-Pilot
Flowie is an AI assistant that actually knows your business data. Ask about overdue invoices, run revenue reports, check client balances, or troubleshoot integrations - all in plain language, instantly.
- Natural language business queries
- Revenue and collections reports
- Client balance lookups
- Instant answers from your data
Pro Plan Features
Unlock advanced integrations and automation with the Pro plan.
Never Let an Invoice Go Cold
The Collections Dashboard gives you a real-time view of every outstanding invoice - who owes you, how much, and how long it has been sitting. Stop chasing payments in your head and start working from a list.
- Overdue invoice aging by client
- Collections rate tracking
- One-click payment reminders
- Outstanding balance by job
Know Your Numbers Instantly
From revenue trends to tax summaries to collections dashboards - ClientFlow gives you the full picture of your business health. Build custom reports or let Flowie generate them for you in seconds.
- Revenue and tax reports
- Collections aging dashboard
- Per-client profitability
- Custom report builder
Gmail Integration That Works
Connect your Gmail and ClientFlow automatically watches for client emails. Attachments get filed to the right job. Conversations stay organized. You never have to manually sort through your inbox again.
- Automatic email filing by client
- Attachment routing to jobs
- Full conversation history
- Email notifications and reminders
Two-Way WhatsApp Messaging
Send invoices, payment reminders, and job updates directly to clients via WhatsApp. Set up automated message templates and handle two-way conversations that keep every job moving - no phone tag required.
- WhatsApp message templates
- Invoice and payment notifications via WhatsApp
- Automated reminders and follow-ups
- Two-way client conversations
Connect the Tools You Already Use
Sync ClientFlow with QuickBooks Online for bidirectional accounting - clients, invoices, and payments stay in sync automatically. Add Gmail for email filing and automations for recurring jobs.
- QuickBooks Online bidirectional sync
- Clients, invoices and payments synced
- Gmail integration and email filing
- Automations and recurring jobs
Starting at $12/mo - See full pricing
Start your free trial today
No credit card required. Set up in minutes. See why service businesses choose ClientFlow.
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