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Customers
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Monday, July 13, 2026
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Joel
Alex
Casey
Devon
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0
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Monday, July 13, 2026
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Today
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Custom
July 2026
Go Back To Today
PAID
$0
0 invoices
INVOICED
$0
0 · within terms
PAST DUE
$0
0 · follow up
Customers
0
+0 this period
Appointments
0
0 completed
Days to Get Paid
—
no paid invoices yet
Efficiency
—
no timed jobs yet
Most Profitable
—
no cost data yet
GROWTH
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Activity Log
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Create Custom Reports
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0 saved
Take Me Back To Report Dashboard
Jul 1–19, 2026 · $0 · 0 invoices
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Trend
Breakdown
View Lead Sources
Customer Name
Jul 1–19, 2026
Trend
Breakdown
Export
Local Flow
Report
Generated · Local Flow
Share Report
Reports Dashboard · Jul 1–19, 2026
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What Next?
Saved. Do something with it now, or close and you're done.
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Email
Text
Copy
What do you want to report on?
Custom Range
Tap a month, then a start date and an end date
2026
July 2026
SuMoTuWeThFrSa
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Growth
Grow Your Business
AI Quote Requests
0 Pending
Reviews
— · 0
Referrals
Reactivate Past Customers
Facebook & Instagram Campaigns
• Need help? Talk to support.
• Most people are connected in about 5 minutes.
Connect Facebook Account
Campaign
Not set up
This Month's Spend
No data yet
Leads Generated
No data yet
Google Business Profile
Coming Soon
Your Local Flow Payoff
AI Quote Requests
Customers who requested an estimate through your Request-a-Quote link, or techs who drafted a Scope Change mid-job. Each one needs your review before anything is sent.
Copy Your Request-a-Quote Link
Reviews
Hi [First Name],
• We hope you're happy with your recent [service]
• We'd love to hear your feedback
Tap the link below to leave a quick review:
[Review Link]
Sent per-customer from their invoice or customer profile — [First Name], [service], and the link fill in automatically.
Edit Message
Referrals
Hi [First Name],
• We really appreciate your business
• If you know anyone who could use our services, send them our way
• We'll give you a discount on your next visit as a thank you
Sent per-customer from their customer profile — [First Name] fills in automatically.
Edit Message
Reactivate Past Customers
Hi [First Name],
• We haven't seen you in a while
• We'd love to help keep things running smoothly
Reach out anytime to schedule your next visit.
Sent per-customer from their customer profile — [First Name] fills in automatically.
Edit Message
Campaign
Run a targeted campaign:
- Reach people searching nearby who don't already follow you — not just your existing audience.
- One image, pointing people to your page.
- We'll walk you through it — no ad experience needed.
Set Up Campaign
Your Local Flow Payoff
Days to Get Paid
Reliability
Repeat Customers
—
30 Day
60 Day
90 Day
Year
Prior Period
Now
—
30 Day
60 Day
90 Day
Year
Prior Period
Now
—
30 Day
60 Day
90 Day
Year
—Repeat
Connect Your Facebook Account
You'll be taken to Facebook to log in and connect. A few things to have ready:
- Your Facebook account set to public
- A credit card on file with Facebook
- Admin access to your business page
Continue to Facebook
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Need a Hand Connecting?
Our support team can walk you through it — most people are fully connected in about 5 minutes.
Text Support
Call Support
Schedule a Walkthrough
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Schedule a Walkthrough
Pick a date and time — we'll call you on Zoom or Google Meet, whichever you prefer. Blocked off for 30 minutes.
Select a date
9:00 AM
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11:00 AM
12:00 PM
1:00 PM
2:00 PM
3:00 PM
4:00 PM
5:00 PM
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Manage Facebook Account
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Review AI Estimate
Customer's Description
AI-Suggested Line Items
Before You Send
Send to Customer
Edit Message
Make it sound like you.
Continue
Review Your Update
Here's exactly what will be saved.
Save Changes
Back
25%
Choose Your Campaign
• Pick one of three ready-made images and headlines
• Edit any description to match your business
Option 1
Preset Image 1
Need reliable service? We show up on time and do it right the first time. Follow us to see our latest work.
Edit Description
Option 2
Preset Image 2
From repairs to installs, we've got you covered. Check out our page to see what we do.
Edit Description
Option 3
Preset Image 3
Look no further for dependable service in your area. See our work and reach out anytime.
Edit Description
Continue
Your Target Audience
Pulled straight from your service area — no need to set it up twice.
— mile radius
Centered on your business address
Edit Service Area
Save Service Area
Continue
Back
Set Your Budget
You can change or pause this anytime.
Minimum $3.00 · Maximum $500.00
Run Continuously
Continue
Back
Review Your Campaign
Check everything before it goes live.
Preset Image
Headline
Area
Budget
Start
End Date
Launch Campaign
Back
Confirm Service Area Change
This updates your business's real service area everywhere in Local Flow — not just this campaign. Confirm you understand.
Confirm & Save
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Settings
My Business
Business Profile
Hours & Service Area
Social Media Links
Import Data
Export Data
Services & Inventory
Services
Stock List
Invoicing & Payments
Invoice Detail Layout
Tax & Tip
Payment Methods
My Team
Employees
Devices
My Subscription
Billing
Upgrade
Growth & AI
Request-a-Quote Link
Change Order & AI Quotes
My Account
Notification Preferences
Online/Offline Mode
Customer Support History
Face ID
Log Out
Help
Legal
Business Profile
Add Logo
✕
Recommended: a square image, at least 500×500px. PNG, JPG, or WEBP — up to 5 MB.
Business Address
Verify Address
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Save Changes
Hours & Service Area
Working Days & Hours
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Service Radius
Not set
After-Hours Coverage
Off
24/7 Emergency Coverage
Off
Work Holidays
Off
Which holidays does this fee apply to?
New Year's Day
New Year's Eve
Presidents Day
Memorial Day
Juneteenth
July 4th
Labor Day
Thanksgiving
Christmas
Cancel
Save Changes
Invoice Detail Layout
How should services show on an invoice by default? Any service can still be set individually.
Per Service — one line, one price
Itemized — Labor, Parts, other line items
Invoice Layout Saved.
Set Per Service
Set Default Amounts
Payment Terms
When is payment expected? Shown at the top of every invoice.
Payment Terms Saved.
Billing Frequency
How should recurring customers get billed by default? Any customer can still be set individually.
Per Visit — bill every time (today's behavior)
Batched — bundle visits into one invoice
- Bundling isn't built yet — visits will still bill individually for now. This saves your preference so it's ready the moment it ships.
Billing Frequency Saved.
Upload From Your Old System
If your old system already tracked labor and parts separately, upload it instead of setting this up by hand.
Upload Invoice Detail
Services
Parts & Materials
Track Parts by Real Inventory
On: pick parts from your real Inventory for each service, tracked and decremented automatically. Off: just enter one Parts/Materials Total per service.
Service Categories
Recurring
Seasonal
As-Needed
Category picker (which trades you offer) isn't built yet — but adding a brand-new service is, via "+ Add Service" inside any group below.
Recurring
Edit Service
+ Add Line Item
Total Price
$0
+ Add
No inventory items yet -- add some in Settings > Inventory first.
Turn on "Track Parts by Real Inventory" in Settings > Services to pick parts from your real Inventory instead.
Active
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Save Changes
Payment Methods
Venmo
Not Connected
Connect
Stripe
Not Connected
Connect
Square
Not Connected
Connect
Default Payment Method
Payment Plans
Card Payments
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Save Changes
Connect Venmo
Enter your Venmo username. This is what customers will pay when you send them a payment request.
Connect
Cancel
Inventory
Supply Readiness
Shows techs what parts/tools a job needs before they start, and gives you a morning readiness summary. Turn off if you don't want this as part of your workflow.
Stock Items 0
Show Archived (0)
Import From Job History
Parts and materials you've used on past jobs that aren't on your stock list yet.
Scan Job History
Add Selected to Stock List
+ Add Item
Import Data
Bring in customers, your team, past schedule/invoice history, or set up reminders — run any of these again anytime.
Import Customers
Add Team Members
Import Appointments & Invoices
Set Up Reminders
Export Data
- Your data is always your data.
- Choose a format and what to include — a separate .csv per category, bundled into one .zip.
- Customers, appointments & invoices, services, inventory, team, notifications, and history — all available.
Export My Data
Export Your Data
Choose a format and what to include.
Format
CSV
PDF
Excel
What to Include
Select All
Export
Cancel
Request-a-Quote Link
- Share this link with customers who want an instant AI-drafted estimate.
- They take a few guided photos and answer a couple quick questions.
- It lands in Growth → AI Quote Requests for your review before anything goes back to them.
—
Copy Link
Change Order & AI Quotes
Change Order
- Tap "Something's Changed" on Assessment (or "Customer Wants Changes" during approval) when scope changes mid-job.
- Document what changed, with a photo.
- Routes through the same customer approval flow as the original quote — Update Invoice & Get Approval.
- Never silently edits the original line items — it's a documented, approved change.
Employee Access
- By default, every employee can create a Change Order and collect payment on their own assigned jobs in real time.
- Turn this off for a specific person in My Team → Employees → [their name] if you ever need to.
AI Photo-to-Quote
- Customers can send photos through your Request-a-Quote link, or a tech can draft line items from a photo mid-job.
- The AI's draft always lands in Growth → AI Quote Requests for your review.
- Nothing goes to a customer until you check it and confirm.
Notifications
Appointment
Edit
Follow-Up
Edit
Review
Edit
Payment
Edit
Tax & Tip
Tip
Cancel
Save Changes
Employees
Current Plan
Small Team
$79
Monthly
2–5 team members · Tap to manage
Team Members 0
Pending Invites 0
+ Add Team Member
Add Team Member
Name is required.
Employee
Schedule, appointments, payments
Admin
Everything but billing & reports
Text
Email
QR Code
Enter a valid phone number.
Send Invite
Invite Sent
Invite sent
Have them scan this with their phone's camera
Copy
Done
Upgrade
Choose a plan that fits your business.
Your Current Plan
Small Team — $79/mo
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Payment
Order Summary
PlanSmall Team
Team Members2–5 Team Members
Billed monthly$79.00
Continue to Stripe Checkout
Payment Successful
Small Team — $79.00/mo
Next renewalAug 20, 2026
Invoice#0001
DateJul 20, 2026
Total Charged$79.00
View Invoice (PDF)
Continue
Payment Declined
Your card has insufficient funds.
Nothing changed. No charge was made — your current plan is still active.
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Billing
Current Plan
—
Payment Method on File
No Card on File
Edit
Cancel Subscription
Cancel My Account
You'll keep access until your current billing cycle ends.
Cancel Subscription
Cancellation Scheduled
Access ends Aug 25, 2026.
Keep My Account
Account Has Been Canceled
Your subscription ended and this account is no longer active.
Dev-only preview screen, not a real login block. This is what the actual sign-in flow should show once that enforcement is built for real.
Reactivate My Account
Face ID
Face ID
Online/Offline Mode
- Turning this on allows you to use Offline Mode.
- Turning it off requires an internet connection at all times.
Allow Offline Mode
Sync Preference
- When you're back online, choose when saved changes should sync.
Wi-Fi Only — wait for a Wi-Fi connection
Any Connection — sync as soon as cell service returns
Customer Support History
Social Media Links
Devices
See which device each team member is signed in on, and update it if theirs changes.
Legal
Legal Documents
View Documents
Terms of Service
Privacy Policy
Customer Data Promise
Acceptable Use Policy
Cookie & Tracking Notice
Data & Account Deletion Policy
Photo & Media Policy
SMS & Customer Communication Policy
Subscription, Cancellation & Refund Policy
Employee & Worker Notice Template
Help
FAQs
How do I add a team member?
Go to Settings > My Team > Employees and tap Add Team Member. You can invite them by text, email, or QR code.
Can I use the app without internet?
Yes, if Offline Mode is allowed. Go to Settings > My Account > Online/Offline Mode to check or change this.
How do I change my subscription plan?
Go to Settings > My Subscription > Upgrade to see your options and upgrade or downgrade anytime.
How do I enable Face ID?
Go to Settings > My Account > Face ID and tap Enable.
Who can see financial reports?
Only the Owner. Admins can't delete the account, change billing, or see financial reports and business revenue.
Tutorials
Getting Started
Scheduling Appointments
Managing Your Team
Payments & Billing
Help
Take Me Back To Onboarding
Call
Text
Message
Email
Online / Offline Mode
- • Turn this on yourself before you head somewhere with no signal.
- • It stays on until you turn it back off, even if a signal bar comes back.
Go Offline
Online Mode Is On
Your updates will sync automatically.
Sync Status
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›
Photos & Activity
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