Flowtrail is built for trade and service businesses. Manage customers, send quotes, schedule jobs and track payments — without spreadsheets or memory.
Sound familiar?
Most businesses run on a mix of messages, spreadsheets and memory. Flowtrail replaces that with one clear workflow.
Leads arrive by phone, email and message. Without a single place to capture them, some go missing.
You send a quote, move on to the next job, and forget to follow up. Warm leads go cold.
Jobs, notes and dates are scattered. Hard to see what is active, due or needs attention.
By the time a job is done, billing is an afterthought. Late invoices mean slower payment.
Overdue amounts sit without follow-up. Chasing is manual, inconsistent and easy to put off.
One clear process
From first contact to payment received, the whole customer journey is linked and visible.
Enquiry
New leads arrive via your public form or are added by hand. Each one is logged and ready to act on.
Customer
Turn an enquiry into a proper customer record. Contact details, address and job history all in one place.
Quote
Build an itemised quote with VAT and totals. Send it by email and let the customer accept via a secure link.
Job
Confirmed jobs go straight into the pipeline. Schedule the date, track the progress and mark it complete.
Invoice
Raise the invoice directly from the completed job. All the details are already there.
Paid
Mark invoices paid as money comes in. Overdue ones can be chased automatically on a schedule you set.
Core features
Each part of the job lifecycle connects to the next — no copying details between separate tools.
New leads from your public form land in a single inbox. Convert them to customers without re-entering any details.
Build itemised quotes with VAT and totals, generate a clean PDF and send it by email. Customers accept via a secure link.
Every job moves through clear stages from booked to complete. Status is visible at a glance without opening each record.
All scheduled jobs in one view. See what is on each day, spot gaps and check for clashes before you commit.
Raise invoices directly from completed jobs. Outstanding, part-paid and fully paid are tracked separately.
Set your overdue interval and Flowtrail sends chasers automatically. You see when they go out and who has paid.
Plans
Start simple and upgrade as you grow. All plans include a 30-day free trial.
Starter
Organised, manual job management.
Customers, quotes, jobs, schedule and invoices — tracked and managed in one place. PDF downloads included.
Plus
Professional connected workflow.
Everything in Starter, plus send quotes and invoices by email, customer portal and revenue reporting.
Pro
Automation and lead operations.
Everything in Plus, with an enquiry inbox, lead capture, automated chasing and workflow timing controls.
All plans include a 30-day free trial. No credit card required.
Why Flowtrail
Your data is kept separate from every other account — visible, usable and exportable whenever you need it.
Secure login
Email-based authentication from day one.
Isolated accounts
Your data is completely separate from other accounts.
Exportable records
Customer and financial data stays accessible and yours.
UK built
Built and supported in the UK for UK service businesses.
On site, not just in the office
Access customer details, job notes, scheduled dates and quote history from your phone. Everything you need when you are standing on site — without calling back to look it up.
Mobile interface preview
Common questions
Is there a free trial?
Yes. Every new account starts with a 30-day free trial on Plus. No credit card is required to start.
Can I change plans later?
Yes. You can upgrade or downgrade at any time. Get in touch and we will sort it quickly.
Do I need to import anything to get started?
No. You can start by adding a single customer and creating a quote. Most businesses are set up and sending their first quote within an hour.
What happens when the trial ends?
You choose a plan to continue. Your data is preserved — nothing is deleted. If you need more time, just ask.
Is Flowtrail suitable for a sole trader?
Yes. The base Flowtrail plan is designed for one-person businesses managing their own quotes, jobs and invoices without any of the overhead of enterprise software.
What trades and industries does Flowtrail work for?
Flowtrail works for any service or trade business that does customer-facing work — builders, plumbers, electricians, landscapers, cleaners, decorators, consultants and more.
Get started
Add your business details, create a few customer records and see how the workflow fits. No credit card and no long setup process.
No credit card required. Cancel anytime.