Feature Catalog
Search every ServiceFlow feature. Each entry links to a guide that documents what works today, prerequisites, and roadmap items for partial features.
All statuses
All categories
70 features
Getting Started
Complete
5 min read
Onboarding & Navigation
First login, onboarding wizard, and customizing your sidebar menu.
Settings → Navigation
Open guide
Customers & CRM
Complete
6 min read
Customer Management
Search, create, edit, merge, and soft-delete customers.
Customers
Open guide
Partial
6 min read
Customer Detail & Workspace
Jobs, estimates, invoices, communications, and AI insights on a customer record.
Customers → [customer]
Open guide
Complete
5 min read
Leads
Capture and convert leads before they become customers.
Leads
Open guide
Complete
6 min read
Intake Flows
Custom forms that guide new jobs from first contact through scheduling.
Settings → Intake Flows
Open guide
Complete
5 min read
Customer Forms
Build and send custom forms customers complete in the portal.
Settings → Customer Forms
Open guide
Jobs & Scheduling
Partial
6 min read
Jobs List & Detail
Create jobs, track status, assign technicians, and view job history.
Jobs
Open guide
Complete
4 min read
Job Pipeline Board
Drag jobs between status columns on a Kanban board.
Jobs → Board
Open guide
Complete
5 min read
Scheduler & Dispatch
Day view dispatch board for assigning and moving jobs.
Scheduler
Open guide
Complete
5 min read
Timeline View
Horizontal technician timeline for drag-and-drop rescheduling.
Scheduler → Timeline
Open guide
Complete
5 min read
Calendar View
Weekly calendar with compact and expanded technician panels.
Jobs → Calendar
Open guide
Partial
3 min read
Route Optimization & Bulk Scheduling
Planned route optimization and bulk scheduling from the scheduler.
Scheduler
Open guide
Complete
5 min read
Maintenance Schedules
Recurring maintenance plans linked to customers and jobs.
Maintenance Schedules
Open guide
Complete
4 min read
On-Call Schedule
Configure after-hours on-call rotation for your team.
Settings → On-Call Schedule
Open guide
Complete
4 min read
Live GPS Tracking
See technician locations on a live map.
Tracking → Live Tracking
Open guide
Complete
5 min read
Time Clock & Compliance
Clock in/out, time management, and compliance reports.
Tracking → Time Clock
Open guide
Complete
6 min read
Scheduling & Pipeline Boards
Calendar, estimate board, and job board workflows.
Jobs → Calendar; Estimates → Board
Open guide
Estimates & Quotes
Complete
6 min read
Estimates List & Detail
Create, send, approve, and convert estimates to jobs.
Estimates
Open guide
Complete
4 min read
Estimate Pipeline Board
Move estimates through draft, sent, viewed, approved, and declined.
Estimates → Board
Open guide
Complete
7 min read
Estimate Builder
Multi-option estimates with price book lines, tax, deposits, and integrated AI Assistant.
Estimates → New
Open guide
Requires setup
5 min read
Estimate Deposits
Collect deposits when estimates are approved via payment links.
Estimates → [estimate] → Send Deposit
Open guide
Complete
6 min read
AI Draft Assistants
@mentions, form auto-fill, and line-item suggestions for estimates, jobs, and invoices from job description with OpenAI or rules fallback.
Estimates → New · Jobs → New · Invoices → New
Open guide
Requires setup
6 min read
Garage Door Quote Builder
Visual door quotes with options, add-ons, and pricing breakdowns.
Garage Door Quotes
Open guide
Invoices & Payments
Complete
6 min read
Invoices
Create, send, and collect payment on invoices.
Invoices
Open guide
Complete
4 min read
Credit Memos
Issue credits against customer balances.
Invoices → Credit Memos
Open guide
Requires setup
6 min read
Stripe Payments
Connect Stripe, payment links, ACH, and Connect payouts.
Settings → Payments → Stripe
Open guide
Requires setup
5 min read
Helcim Payments
Alternative card processor with hosted checkout.
Settings → Payments → Helcim
Open guide
Complete
5 min read
Stripe Financing (Affirm)
Buy-now-pay-later on estimates and invoices via Stripe—pre-qual, payment links, and staff financing status.
Settings → Payments → Stripe → Affirm
Open guide
Requires setup
4 min read
Payment Links
Generate and send one-click payment links by email or SMS.
Payments → Payment Links
Open guide
Requires setup
5 min read
Employee Payouts
Stripe Connect payouts to technicians and staff.
Settings → Payments → Employee Payouts
Open guide
Requires setup
7 min read
QuickBooks Online Sync
Sync customers, invoices, and payments with QuickBooks.
Settings → Integrations → QuickBooks
Open guide
Complete
4 min read
Tax Rates
Configure sales tax by location for estimates and invoices.
Settings → Tax Rates
Open guide
Price Book & Catalog
Complete
5 min read
Price Book Components
Bundle materials with services; required vs optional parts.
Price Book
Open guide
Complete
4 min read
Automatic Cost & Pricing
How component costs roll into sell price and margin.
Price Book → item editor
Open guide
Complete
5 min read
Category Attributes
Default attributes when you pick a category.
Price Book → Categories
Open guide
Complete
6 min read
Using Attributes on Items
Custom fields, search, and estimates.
Price Book
Open guide
Complete
5 min read
Bulk Price Book Updates
Apply price or cost changes across many items at once.
Price Book → Bulk Edit
Open guide
Inventory & Manufacturing
Complete
7 min read
Purchase Orders & Receiving
Order from suppliers and receive into shop stock.
Inventory → Purchase Orders
Open guide
Complete
6 min read
Inventory & Locations
Track stock levels, transfers, and reservations.
Inventory
Open guide
Complete
5 min read
Count Sheets
Physical inventory counts and adjustments.
Inventory → Count Sheets
Open guide
Complete
5 min read
Return Receipts
Process returns to suppliers and adjust inventory.
Inventory → Return Receipts
Open guide
Requires setup
7 min read
Manufacturing Module
BOM, production orders, work centers, and MRP.
Manufacturing
Open guide
Communications
Complete
5 min read
Messaging Timeline
Unified SMS and email threads with customers.
Messaging
Open guide
Complete
5 min read
Email & PDF Templates
Customize outbound email, SMS, and PDF layouts.
Settings → Email Templates; PDF Templates
Open guide
Requires setup
5 min read
Twilio & Telnyx
SMS and voice provider setup.
Settings → Integrations
Open guide
Requires setup
5 min read
Gmail Integration
Connect Gmail for two-way email sync.
Settings → Integrations → Gmail
Open guide
Requires setup
5 min read
Meta Messenger AI
Facebook Messenger lead capture and AI replies.
Settings → Integrations → Meta Messenger
Open guide
External app
5 min read
Call Center & AI Receptionist
IVR, contact center, AI voice agent, and call analytics.
Calls
Open guide
Marketing & Website
Complete
6 min read
Leads, Campaigns & Intake
Leads, nurture view, marketing campaigns, and intake.
Settings → Marketing Campaigns
Open guide
Partial
6 min read
Website Builder
Build and publish a business website with content blocks.
Settings → Website
Open guide
Complete
5 min read
Website Widgets & Embeds
Lead forms, price book search, visualizer, and review widgets.
Settings → Website → Widgets
Open guide
Requires setup
6 min read
Google Ads & LSA Setup
Connect Google Ads and Local Services Ads lead intake.
Settings → Integrations → Google Ads
Open guide
Requires setup
5 min read
Angi Lead Integration
Receive Angi leads via webhook.
Settings → Integrations → Angi
Open guide
Requires setup
5 min read
Review Management
Request, track, and respond to customer reviews.
Reviews; Settings → Reviews
Open guide
Requires setup
4 min read
Yelp Responder
Automated Yelp message responses.
Settings → Integrations → Yelp Responder
Open guide
External app
4 min read
Marketing Portal
Email campaigns and contact management in a dedicated app.
Settings → Integrations → Marketing Portal
Open guide
AI & Automation
Requires setup
4 min read
OpenAI Setup Guide
Enable OpenAI under Settings → Integrations for AI features.
Settings → Integrations → OpenAI
Open guide
Requires setup
5 min read
AI Entity Insights
AI summaries on customer, job, estimate, and invoice records.
Customer/Job/Estimate/Invoice detail pages
Open guide
Requires setup
5 min read
Dashboard & AI Chat
Custom dashboard widgets and floating AI assistant.
Dashboard
Open guide
Reporting & Admin
Complete
5 min read
Reports & Analytics
Invoice profit, commission breakdown, and dashboard reports.
Reports
Open guide
Requires setup
5 min read
Data Explorer
Run saved queries and explore business data.
Data Explorer
Open guide
Requires setup
6 min read
Bulk Upload
Import CSV data with column mapping for customers, leads, inventory, and more.
Settings → Bulk Upload
Open guide
Complete
5 min read
Import Archive
Review and merge records from previous systems.
Settings → Import Archive
Open guide
Complete
5 min read
Users & Roles
Invite team members and manage permissions.
Users
Open guide
Complete
4 min read
Audit Logs
Review system activity and changes.
Settings → Audit Logs
Open guide
External app
4 min read
ServiceFlow Accounting
Internal accounting portal for advanced bookkeeping.
Settings → Integrations → ServiceFlow Accounting
Open guide
External app
4 min read
3D Visualizer
Photo-based product visualization for customers.
Open guide
Complete
4 min read
Mobile & Desktop Apps
Field technician mobile apps and desktop download.
Download
Open guide
Customer Portal
Complete
5 min read
Customer Portal (Admin Setup)
Enable portal, branding, and magic-link settings.
Settings → Customer Portal
Open guide
Complete
6 min read
Customer Portal (Customer Guide)
What your customers see: pay, approve, track, and review.
Open guide