Marketing & Website
Website Builder
Build and publish a business website with content blocks.
6 min readWebsite Builder
Overview
The website builder helps you publish a business website that reflects your ServiceFlow data—services, contact info, galleries, and embeddable widgets. Much of setup, design, content blocks, navigation, and widgets is available today; the visual drag-and-drop page builder is still in development.
How to access
Settings → Website Builder (
/settings/website)Tabs include: Overview, Basic Setup, Design & Colors, Content & Layout, Navigation, Photo Galleries, and Widgets.
What you can do today
- Create and configure a website record for your business.
- Basic setup — domain/subdomain, business info, SEO basics, publish status.
- Design & colors — theme colors, fonts, layout presets, preview (desktop/tablet/mobile).
- Content & layout — manage pages with default sections and content blocks (hero, text, services, etc.).
- Navigation — menu items and ordering.
- Photo galleries — curated job photos for the public site.
- Widgets — embed lead forms, price book search, visualizer, reviews (see Website Widgets).
- Preview the site before publish.
Prerequisites
- Admin access to Settings → Website.
- Domain or subdomain plan (your host/DNS may need CNAME or A records—follow in-app DNS hints on Overview).
- Optional: logo and brand assets uploaded.
Step-by-step
First-time setup
- Settings → Website → Overview.
- Follow the setup wizard if prompted (
?wizard=1in URL). - Complete Basic Setup (name, contact, domain mode).
- Open Design & Colors and choose palette/fonts.
- Content & Layout — edit homepage and key pages with available blocks.
- Navigation — add About, Services, Contact links.
- Preview → publish when ready.
Edit page content (current capability)
- Content & Layout tab → select a page.
- Add or edit content blocks (hero, text, CTA, etc.).
- Save and preview.
When opening the page editor, you may see “Page Builder Coming Soon” — pages today get a default hero section you can customize via content blocks, not full drag-and-drop canvas editing.
Connect widgets
- Widgets tab (or Settings → Website → Widgets).
- Create embed codes for lead capture, price book, visualizer, reviews.
- Paste embed snippet on your site or external landing pages.
Current limitations
- Visual page builder (drag-and-drop canvas) is not available yet—some block type editors show “coming soon.”
- Not every content block type has a full visual editor in-app.
- Advanced custom HTML/CSS may require developer help outside the builder UI.
- Multi-language sites are not supported natively.
- Blog hosting is separate (Soro embed or external blog)—not a full WordPress replacement.
Roadmap
- Visual page builder with drag-and-drop sections.
- More block types with live inline editing.
- A/B testing and conversion analytics on landing pages.
- Template library by trade (HVAC, plumbing, garage door, etc.).