Flowtrail is built for trade and service businesses. Manage customers, send quotes, schedule jobs and track payments in one place.
Free trial included. No credit card required.
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.
What it looks like
Your pipeline shows where each customer stands right now — new enquiry, quote out, job booked, invoice waiting. What needs action is visible without opening every record.
Sarah M.
Bathroom refurb · Bedford
Dave R.
£3,600 · Kitchen fit · Sent 3 days ago
J. Richards
£2,100 · 50% deposit requested
K. Walsh
14 Jun · Loft conversion · 2 days
T. Barnes
£1,440 · 8 days overdue
P. Cole
£875 · Landscape clearance
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 free trial.
Flowtrail
Get the basics right.
Customers, quotes, jobs, schedule and invoices in one place.
Flowtrail Plus
See the whole picture.
Everything in Flowtrail, plus revenue reporting, enquiry inbox and lead capture.
Flowtrail Pro
Automate the follow-up.
Everything in Plus, with automated payment reminders and quote follow-ups — less manual chasing.
All plans include a free trial. No credit card required.
Your data
Your data is kept separate from every other account — visible, usable and exportable whenever you need it. No lock-in.
Secure login
Email-based authentication from day one.
Isolated accounts
Your data is completely separate from others.
Exportable records
Customer and financial data stays accessible.
UK-based support
Built and supported in the UK.
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.