ServiceFlow Pro Docs
Marketing & Website

Website Builder

Elijah Johnson · Published · Updated · 6 min read
Much of setup, design, content blocks, navigation, and widgets is available today; the visual drag-and-drop page builder is still in development. The website builder helps you publish a business website that reflects your ServiceFlow data, services, contact info, galleries, and embeddable widgets.
Settings to Website Builder (/settings/website) Tabs include: Overview, Basic Setup, Design & Colors, Content & Layout, Navigation, Photo Galleries, and Widgets. Create and configure a website record for your business. Basic setup, domain/subdomain, business info, SEO basics, publish status. Design & colors, theme colors, fonts, layout presets, preview (desktop/tablet/mobile). Content & layout, manage pages with default sections and content blocks (hero, text, services, etc.). Photo galleries, curated job photos for the public site. Widgets, embed lead forms, price book search, visualizer, reviews (see Website Widgets). Admin access to Settings to Website. Domain or subdomain plan (your host/DNS may need CNAME or A records, follow in-app DNS hints on Overview). Optional: logo and brand assets uploaded. Follow the setup wizard if prompted (?wizard=1 in URL). Complete Basic Setup (name, contact, domain mode). Open Design & Colors and choose palette/fonts.

Overview

The website builder helps you publish a business website that reflects your ServiceFlow data—services, contact info, galleries, and embeddable widgets. Much of setup, design, content blocks, navigation, and widgets is available today; the visual drag-and-drop page builder is still in development.

How to access

Settings → Website Builder (/settings/website)
Tabs include: Overview, Basic Setup, Design & Colors, Content & Layout, Navigation, Photo Galleries, and Widgets.

How do you create and configure a website record for your business?

Create and configure a website record for your business.
  • Create and configure a website record for your business.
  • Basic setup — domain/subdomain, business info, SEO basics, publish status.
  • Design & colors — theme colors, fonts, layout presets, preview (desktop/tablet/mobile).
  • Content & layout — manage pages with default sections and content blocks (hero, text, services, etc.).
  • Navigation — menu items and ordering.
  • Photo galleries — curated job photos for the public site.
  • Widgets — embed lead forms, price book search, visualizer, reviews (see Website Widgets).
  • Preview the site before publish.

Prerequisites

  • Admin access to Settings → Website.
  • Domain or subdomain plan (your host/DNS may need CNAME or A records—follow in-app DNS hints on Overview).
  • Optional: logo and brand assets uploaded.

Step-by-step

First-time setup

  1. Settings → Website → Overview.
  2. Follow the setup wizard if prompted (?wizard=1 in URL).
  3. Complete Basic Setup (name, contact, domain mode).
  4. Open Design & Colors and choose palette/fonts.
  5. Content & Layout — edit homepage and key pages with available blocks.
  6. Navigation — add About, Services, Contact links.
  7. Preview → publish when ready.

Edit page content (current capability)

  1. Content & Layout tab → select a page.
  2. Add or edit content blocks (hero, text, CTA, etc.).
  3. Save and preview.
When opening the page editor, you may see “Page Builder Coming Soon” — pages today get a default hero section you can customize via content blocks, not full drag-and-drop canvas editing.

Connect widgets

  1. Widgets tab (or Settings → Website → Widgets).
  2. Create embed codes for lead capture, price book, visualizer, reviews.
  3. Paste embed snippet on your site or external landing pages.

Current limitations

  • Visual page builder (drag-and-drop canvas) is not available yet—some block type editors show “coming soon.”
  • Not every content block type has a full visual editor in-app.
  • Advanced custom HTML/CSS may require developer help outside the builder UI.
  • Multi-language sites are not supported natively.
  • Blog hosting is separate (Soro embed or external blog)—not a full WordPress replacement.

Roadmap

  • Visual page builder with drag-and-drop sections.
  • More block types with live inline editing.
  • A/B testing and conversion analytics on landing pages.
  • Template library by trade (HVAC, plumbing, garage door, etc.).

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