Products / ServiceFlow GinAI

ServiceFlow GinAI — the assistant that does the work and knows the portal

ServiceFlow GinAI is a ServiceFlow Pro feature. GinAI creates jobs, estimates, and invoices for you, and it knows how to configure and run the ServiceFlow portal. Confirm cards keep writes in your control.
For offices that want the chat to do the work and to answer how to set up and run ServiceFlow, instead of opening four forms and a manual.

Knows the portal

GinAI explaining how to set another person online for calls in Settings, Call Flow

Ask how to put another person online for calls. GinAI names Settings → Call Flow.

Does the work

GinAI listing the customer, job, and line-item prerequisites for creating an invoice

Ask it to create an invoice. It walks through the customer, the job, and the line items first.

How it works

  1. Ask GinAI to create a customer, job, estimate, or invoice, or ask how to configure a screen in the portal.
  2. Setup answers name the screen, such as Settings → Call Flow. A write shows a Confirm card before anything is saved.
  3. After a call, open GinAI with the call so disposition, notes, and follow-up stay in one thread.

Watch ServiceFlow GinAI

Walkthroughs for serviceflow ginai in ServiceFlow Pro.
Create Garage Door Installation Job with GinAI
Use GinAI to create a garage door installation job from conversation.
AI voice agent · Call center · Jobs · Estimates & invoices · GinAI guide

Use cases by trade

How ServiceFlow GinAI shows up for different service businesses. Each link opens that industry page.

Questions

What can GinAI do?

GinAI creates customers, jobs, estimates, and invoices, wraps up calls, schedules crews, and troubleshoots stuck work. It also explains how to configure and run the portal, including call-center settings and the steps for an invoice.

Does GinAI change records without confirmation?

No. When a write is ready, GinAI shows a Confirm card. The office approves customers, jobs, estimates, invoices, and customer-facing sends before they are saved.

Where do GinAI setup answers come from?

Setup answers come from the ServiceFlow product guides. GinAI names the screen and the setting, such as Settings → Call Flow, instead of sending you to another website.

What you can do

  • Conversational creates

    Customers, jobs, estimates, and invoices from chat, with Confirm before anything is written.

  • Call wrap-up

    Seed GinAI from a call so the office finishes disposition, notes, and follow-up without a long form.

  • Ops tools

    Schedule, assign, update job status, link invoice jobs, send estimates and invoices, convert approved estimates.

  • Troubleshoot

    Diagnose why a job, estimate, or invoice is blocked and get the next step—not a dead-end error.

  • Business Flow

    Teach GinAI your Lead → Estimate → Job → Invoice order under Settings → General.

  • Knows the portal

    Ask how to put someone online for calls, create an invoice, or run a screen. GinAI answers from the product guides and names the setting.

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