Feature Catalog
The feature catalog is the index of every ServiceFlow guide. Search by feature name, menu path, or route, then open the guide for what works today, what you must configure first, and what is still on the roadmap. Use it when you know the task and need the matching instructions.
All statuses
All categories
77 features
Getting Started
Complete
5 min read
Onboarding & Navigation
First login, onboarding wizard, and customizing your sidebar menu.
Settings → Navigation
Open guide
Customers & CRM
Complete
6 min read
Customer Management
Search, create, edit, merge, and soft-delete customers.
Customers
Open guide
Partial
6 min read
Customer Detail & Workspace
Jobs, estimates, invoices, communications, and AI insights on a customer record.
Customers → [customer]
Open guide
Complete
5 min read
Leads
Capture and convert leads before they become customers.
Leads
Open guide
Complete
6 min read
Intake Flows
Custom forms that guide new jobs from first contact through scheduling.
Settings → Intake Flows
Open guide
Complete
5 min read
Customer Forms
Build and send custom forms customers complete in the portal.
Settings → Customer Forms
Open guide
Jobs & Scheduling
Partial
6 min read
Jobs List & Detail
Create jobs, track status, assign technicians, and view job history.
Jobs
Open guide
Complete
7 min read
Service Forms
Build certificates, checklists, and maintenance logs; attach them to jobs and invoices; email completed PDFs.
Settings → Service Forms
Open guide
Complete
4 min read
Job Pipeline Board
Drag jobs between status columns on a Kanban board.
Jobs → Board
Open guide
Complete
5 min read
Scheduler & Dispatch
Day view dispatch board for assigning and moving jobs.
Scheduler
Open guide
Complete
5 min read
Reschedule Jobs on the Technician Timeline
Horizontal technician timeline for drag-and-drop rescheduling.
Scheduler → Timeline
Open guide
Complete
5 min read
Jobs Calendar vs Scheduler Columns
Weekly calendar with compact and expanded technician panels.
Jobs → Calendar
Open guide
Partial
3 min read
Route Optimization & Bulk Scheduling
Planned route optimization and bulk scheduling from the scheduler.
Scheduler
Open guide
Complete
5 min read
Maintenance Schedules
Recurring maintenance plans linked to customers and jobs.
Maintenance Schedules
Open guide
Complete
4 min read
On-Call Schedule
Configure after-hours on-call rotation for your team.
Settings → Employee Roster → On-call
Open guide
Complete
4 min read
Live GPS Tracking
See technician locations on a live map.
Tracking → Live Tracking
Open guide
Complete
5 min read
Time Clock & Compliance
Clock in/out, time management, and compliance reports.
Tracking → Time Clock
Open guide
Complete
6 min read
Scheduling & Pipeline Boards
Calendar, estimate board, and job board workflows.
Jobs → Calendar; Estimates → Board
Open guide
Estimates & Quotes
Complete
6 min read
Estimates List & Detail
Create, send, approve, and convert estimates to jobs.
Estimates
Open guide
Complete
4 min read
Estimate Pipeline Board
Move estimates through draft, sent, viewed, approved, and declined.
Estimates → Board
Open guide
Complete
7 min read
Estimate Builder
Multi-option estimates with price book lines, tax, deposits, and integrated AI Assistant.
Estimates → New
Open guide
Requires setup
5 min read
Estimate Deposits
Collect deposits when estimates are approved via payment links.
Estimates → [estimate] → Send Deposit
Open guide
Complete
6 min read
AI Draft Assistants
@mentions, form auto-fill, and line-item suggestions for estimates, jobs, and invoices from job description with OpenAI or rules fallback.
Estimates → New · Jobs → New · Invoices → New
Open guide
Requires setup
8 min read
Garage Door Quote Builder
Visual door quotes with Good/Better/Best packages, catalog feeds, service-zone pricing, e-sign, and convert to estimate.
Garage Door Quotes
Open guide
Requires setup
5 min read
HVAC Catalog
Seed and maintain equipment types, manufacturers, models, and labor packages for Comfort Proposals.
Settings → HVAC Catalog
Open guide
Requires setup
7 min read
HVAC Comfort Proposals
Build Good/Better/Best HVAC presentations from the catalog, share for e-sign, convert to estimate or job.
HVAC Presentations
Open guide
Invoices & Payments
Complete
6 min read
Invoices
Create, send, and collect payment on invoices.
Invoices
Open guide
Requires setup
7 min read
Recurring Invoices
Enable scheduled billing templates, business send-day defaults, customer overrides, and the Recurring tab.
Settings → General → Recurring Invoice Settings
Open guide
Complete
4 min read
Credit Memos
Issue credits against customer balances.
Invoices → Credit Memos
Open guide
Requires setup
6 min read
Stripe Payments
Connect Stripe, payment links, ACH, and Connect payouts.
Settings → Payments → Stripe
Open guide
Requires setup
5 min read
Helcim Payments
Alternative card processor with hosted checkout.
Settings → Payments → Helcim
Open guide
Complete
5 min read
Stripe Financing (Affirm)
Buy-now-pay-later on estimates and invoices via Stripe—pre-qual, payment links, and staff financing status.
Settings → Payments → Stripe → Affirm
Open guide
Requires setup
4 min read
Payment Links
Generate and send one-click payment links by email or SMS.
Payments → Payment Links
Open guide
Requires setup
5 min read
Employee Payouts
Stripe Connect payouts to technicians and staff.
Settings → Payments → Employee Payouts
Open guide
Requires setup
7 min read
QuickBooks Online Sync
Sync customers, invoices, and payments with QuickBooks.
Settings → Integrations → QuickBooks
Open guide
Complete
4 min read
Tax Rates
Configure sales tax by location for estimates and invoices.
Settings → Tax Rates
Open guide
Price Book & Catalog
Complete
5 min read
Price Book Components
Bundle materials with services; required vs optional parts.
Price Book
Open guide
Complete
4 min read
Automatic Cost & Pricing
How component costs roll into sell price and margin.
Price Book → item editor
Open guide
Complete
5 min read
Category Attributes
Default attributes when you pick a category.
Price Book → Categories
Open guide
Complete
6 min read
Using Attributes on Items
Custom fields, search, and estimates.
Price Book
Open guide
Complete
5 min read
Bulk Price Book Updates
Apply price or cost changes across many items at once.
Price Book → Bulk Edit
Open guide
Complete
8 min read
Parts Network
Browse warehouse catalogs, import SKUs, and place multi-supplier parts orders.
Parts Network
Open guide
Inventory & Manufacturing
Complete
7 min read
Purchase Orders & Receiving
Order from suppliers and receive into shop stock.
Inventory → Purchase Orders
Open guide
Complete
6 min read
Inventory & Locations
Track stock levels, transfers, and reservations.
Inventory
Open guide
Complete
5 min read
Count Sheets
Physical inventory counts and adjustments.
Inventory → Count Sheets
Open guide
Complete
5 min read
Return Receipts
Process returns to suppliers and adjust inventory.
Inventory → Return Receipts
Open guide
Requires setup
7 min read
Manufacturing Module
BOM, production orders, work centers, and MRP.
Manufacturing
Open guide
Communications
Complete
5 min read
Messaging Timeline
Unified SMS and email threads with customers.
Messaging
Open guide
Complete
5 min read
Email & PDF Templates
Customize outbound email, SMS, and PDF layouts.
Settings → Email Templates; PDF Templates
Open guide
Requires setup
4 min read
Send to Customer (Default)
Configure whether job, estimate, and invoice forms start with Send to customer checked on web.
Settings → General → Customer Notifications
Open guide
Requires setup
5 min read
Twilio & Telnyx
SMS and voice provider setup.
Settings → Integrations
Open guide
Requires setup
5 min read
Gmail Integration
Connect Gmail for two-way email sync.
Settings → Integrations → Gmail
Open guide
Requires setup
5 min read
Meta Messenger AI
Facebook Messenger lead capture and AI replies.
Settings → Integrations → Meta Messenger
Open guide
External app
5 min read
Call Center & AI Receptionist
IVR, contact center, AI voice agent, and call analytics.
Calls
Open guide
Marketing & Website
Complete
6 min read
Leads, Campaigns & Intake
Leads, nurture view, marketing campaigns, and intake.
Settings → Marketing Campaigns
Open guide
Partial
6 min read
Website Builder
Build and publish a business website with content blocks.
Settings → Website
Open guide
Complete
5 min read
Website Widgets & Embeds
Lead forms, price book search, visualizer, and review widgets.
Settings → Website → Widgets
Open guide
Requires setup
6 min read
Google Ads & LSA Setup
Connect Google Ads and Local Services Ads lead intake.
Settings → Integrations → Google Ads
Open guide
Requires setup
5 min read
Angi Lead Integration
Receive Angi leads via webhook.
Settings → Integrations → Angi
Open guide
Requires setup
5 min read
Review Management
Request, track, and respond to customer reviews.
Reviews; Settings → Reviews
Open guide
Requires setup
4 min read
Yelp Responder
Automated Yelp message responses.
Settings → Integrations → Yelp Responder
Open guide
External app
4 min read
Marketing Portal
Email campaigns and contact management in a dedicated app.
Settings → Integrations → Marketing Portal
Open guide
AI & Automation
Requires setup
8 min read
ServiceFlow GinAI
Conversational assistant for customers, jobs, estimates, invoices, call wrap-up, and troubleshooting—with confirm cards and business Flow settings.
GinAI
Open guide
Requires setup
4 min read
OpenAI Setup Guide
Enable OpenAI under Settings → Integrations for AI features.
Settings → Integrations → OpenAI
Open guide
Requires setup
5 min read
AI Entity Insights
AI summaries on customer, job, estimate, and invoice records.
Customer/Job/Estimate/Invoice detail pages
Open guide
Requires setup
5 min read
Dashboard & AI Chat
Custom dashboard widgets and floating AI assistant.
Dashboard
Open guide
Reporting & Admin
Complete
5 min read
Reports & Analytics
Invoice profit, commission breakdown, and dashboard reports.
Reports
Open guide
Requires setup
5 min read
Data Explorer
Run saved queries and explore business data.
Data Explorer
Open guide
Requires setup
6 min read
Bulk Upload
Import CSV data with column mapping for customers, leads, inventory, and more.
Settings → Bulk Upload
Open guide
Complete
5 min read
Import Archive
Review and merge records from previous systems.
Settings → Import Archive
Open guide
Complete
5 min read
Users & Roles
Invite team members and manage permissions.
Users
Open guide
Complete
4 min read
Audit Logs
Review system activity and changes.
Settings → Audit Logs
Open guide
External app
4 min read
ServiceFlow Accounting
Internal accounting portal for advanced bookkeeping.
Settings → Integrations → ServiceFlow Accounting
Open guide
External app
4 min read
3D Visualizer
Photo-based product visualization for customers.
Open guide
Complete
4 min read
Install the Technician Mobile Apps
Field technician mobile apps and desktop download.
Download
Open guide
Customer Portal
Complete
5 min read
Customer Portal (Admin Setup)
Enable portal, branding, and magic-link settings.
Settings → Customer Portal
Open guide
Complete
6 min read
Customer Portal (Customer Guide)
What your customers see: pay, approve, track, and review.
Open guide