Built around how the work actually flows.

Every new lead in one place.

Enquiries from your public form land in your inbox ready to act on. Convert to a customer and start a quote in one click — no re-entering details.

Available on Pro

Itemised quotes with VAT — built and sent in minutes.

Add line items, apply VAT and generate a clean PDF. Send it by email and customers accept via a secure link without needing an account.

Know where every quote stands.

Quotes move from draft to sent to accepted in one view. See what is waiting, what needs chasing, and what is ready to book.

Book work and track it to completion.

Schedule jobs from an accepted quote. Move each one through your pipeline — Booked, In progress, Complete — without losing anything.

All jobs in one schedule view.

See every booked job by day or week. Spot gaps and clashes before they become problems.

Invoice straight from the finished job.

Raise and send an invoice from the completed job record. Customer and job details are already there. Outstanding, part-paid and paid tracked in one view.

Overdue invoices get chased automatically.

Set your reminder interval once. Flowtrail sends payment reminders when invoices go overdue — no manual chasing required.

Available on Pro

The numbers that matter at a glance.

Pipeline value, outstanding invoices, overdue count and recently completed jobs — visible without digging through records.

Available on Plus and above

Customers accept quotes and access invoices online.

Each customer gets a personalised portal link. They can accept quotes, view invoices and download PDFs — without creating an account.

Available on Plus and above