Question 1

What is field service software?

Accepted Answer

Field service management software helps service businesses schedule jobs, dispatch technicians, manage customers, create estimates and invoices, and run operations from one platform.

Question 2

How does AI help service companies?

Accepted Answer

AI improves pricing, scheduling, route optimization, and customer insights to increase revenue and efficiency.

Question 3

Is ServiceFlow Pro good for HVAC businesses?

Accepted Answer

Yes. ServiceFlow Pro supports HVAC with maintenance tracking, seasonal reminders, emergency dispatch, and EPA compliance tools.

Question 4

What is the best ServiceTitan alternative?

Accepted Answer

ServiceFlow Pro is a strong alternative with AI features, modern UX, and SMB-friendly pricing.

Question 5

Can I automate follow-ups and scheduling?

Accepted Answer

Yes. ServiceFlow Pro automates appointment reminders, follow-ups, and scheduling with AI-powered optimization.

Question 6

What is the best Housecall Pro alternative?

Accepted Answer

ServiceFlow Pro offers similar features with AI insights, native mobile apps, and competitive pricing.

Question 7

How does contractor scheduling software work?

Accepted Answer

It centralizes jobs, technician availability, and routes so dispatchers can assign and optimize schedules in real time.

Question 8

What is dispatch automation?

Accepted Answer

Dispatch automation assigns jobs to technicians by location, skills, and availability, reducing manual work and drive time.

Question 9

Does ServiceFlow Pro have a free trial?

Accepted Answer

Yes. The trial includes core features. When you choose a plan you add a payment method; you are not charged until the trial ends.

Question 10

Can I switch from ServiceTitan or Housecall Pro?

Accepted Answer

Yes. ServiceFlow Pro supports one-time import from both platforms.

Question 11

How is ServiceFlow Pro different from ServiceTitan or HouseCall Pro?

Accepted Answer

ServiceFlow Pro offers AI-powered scheduling and pricing, native mobile apps, customer portal with magic links, and industry-specific tools. Start with a free trial to compare.

Question 12

Can I use ServiceFlow Pro on mobile?

Accepted Answer

Yes. ServiceFlow Pro has native iOS and Android apps for technicians. You can manage jobs, track time, create invoices, and access customer information from the field. The apps work offline and sync when connected.

Question 13

What industries does ServiceFlow Pro support?

Accepted Answer

ServiceFlow Pro supports HVAC, plumbing, electrical, landscaping, cleaning, garage door, pool & spa, roofing, pest control, handyman, appliance repair, and painting—with industry-specific features and workflows.

Question 14

How much does ServiceFlow Pro cost?

Accepted Answer

ServiceFlow Pro offers tiered pricing based on team size and features. Plans include scheduling, dispatch, estimates, invoicing, mobile apps, and optional add-ons like the customer portal and AI insights. Check the Pricing page for current plans and a free trial.

Question 15

Does ServiceFlow Pro integrate with QuickBooks?

Accepted Answer

Yes. Connect QuickBooks Online from Settings → Integrations. The QuickBooks Control Center lets you map accounts, configure sync for customers, invoices, payments, expenses, price book items, and credit memos, and monitor sync logs with bidirectional sync support.

Question 16

Can customers pay invoices online?

Accepted Answer

Yes. Through the customer portal and payment links, customers can view and pay invoices online. You can send payment links via email or SMS and track payment status in the dashboard.

Question 17

How does route optimization work?

Accepted Answer

Route optimization helps you group jobs by area and suggest efficient drive order to reduce drive time and fuel. Technicians see optimized routes in the mobile app, and dispatchers can drag-and-drop to adjust the schedule.

Question 18

Is there a customer portal?

Accepted Answer

Yes. The customer portal lets customers view estimates, approve work, pay invoices, and see job history. You can send magic links so customers sign in without creating a password.

Question 19

Can I send estimates for customer approval online?

Accepted Answer

Yes. Create estimates in ServiceFlow Pro and send a link to the customer. They can view, approve, or request changes online. Approved estimates can be converted to jobs or invoices.

Question 20

Does ServiceFlow Pro have GPS tracking?

Accepted Answer

Technician location and job check-in/check-out are supported through the mobile app, so you can see job progress and improve dispatch and customer communication.

Question 21

How do recurring jobs or maintenance contracts work?

Accepted Answer

You can set up recurring service schedules (weekly, monthly, seasonal) and attach them to customers or contracts. The system helps you see upcoming recurring visits and avoid double-booking.

Question 22

Is my data secure?

Accepted Answer

ServiceFlow Pro uses industry-standard security practices for data in transit and at rest. Access is controlled by role-based permissions. See the Privacy Policy and contact support for specific security and compliance details.

Question 23

Can I manage multiple locations or businesses?

Accepted Answer

Multi-business and multi-location management is available so you can switch between businesses, share resources, or run separate brands from one account. Check the Multi-Business Management feature for details.

Question 24

How do I get support?

Accepted Answer

Support is available via the Support page, in-app help, and documentation. You can submit a ticket, request a demo, or use the FAQ and Docs for self-service.

Question 25

Does ServiceFlow Pro work with Google Calendar?

Accepted Answer

Calendar sync and scheduling features are designed to keep your team and jobs in one place. Check the Docs or Integrations settings for the latest calendar and calendar-sync options.

Question 26

Can technicians work offline?

Accepted Answer

Yes. The mobile apps support offline use so technicians can view jobs, update status, and add notes when connectivity is poor. Data syncs when the device is back online.

Question 27

What is the photo visualizer or widget?

Accepted Answer

The visualizer lets customers see how a product or service will look (e.g. overlay door styles on a photo). You can embed it on your website to generate leads and speed up quoting.

Question 28

How does AI-assisted estimating work?

Accepted Answer

On Estimates → New, describe the job in the Estimate Builder. The AI Assistant panel suggests line items from your price book, auto-fills title and terms, and supports @mentions for customers and price book items. Review and apply suggestions before sending. Good/Better/Best tiers are supported when enabled.

Question 29

Do I need OpenAI for AI estimates?

Accepted Answer

OpenAI is recommended for the best draft quality but not required. Without OpenAI, ServiceFlow uses keyword rules against your price book to suggest common items. Connect OpenAI under Settings → Integrations for full AI drafts and entity insights.

Question 30

What happens if OpenAI is not configured?

Accepted Answer

The Estimate Builder still shows the AI Assistant panel with rules-based suggestions from your price book. Entity insights and dashboard AI chat require OpenAI. Enable and test your API key under Settings → Integrations when ready.

Question 31

Can customers finance estimates with buy-now-pay-later?

Accepted Answer

Yes, when Stripe is your active processor and Affirm is enabled. Customers can pre-qualify on estimate and invoice pages and pay with Affirm at Stripe checkout. Enable under Settings → Payments → Stripe → Affirm financing. Minimum amount defaults to $50 USD.

Question 32

How do I enable Affirm financing?

Accepted Answer

Enable Affirm in your Stripe Dashboard under Payment methods, then turn on Enable Affirm financing in ServiceFlow under Settings → Payments → Stripe Configuration. Affirm is available with Stripe only—not with Helcim. See the Affirm financing guide in Docs for webhooks and testing.

Frequently Asked Questions