Features

Built around how the work actually flows.

From first enquiry to paid invoice — every part of the job lifecycle in one place.

From lead to signed quote

Enquiry inbox

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.

Sarah M. — Bathroom refit enquiry

Received today · Ready to quote

James T. — Fence replacement

Converted · Quote sent

Quote tracking

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.

Kitchen refit — £3,200

Sent 4 days ago · Awaiting response

Driveway resurface — £1,850

Accepted · Ready to schedule

Follow-ups

Chase quotes without losing track

Flowtrail flags quotes that have gone quiet. Every follow-up is logged — when you chased, how many times.

Loft conversion — £6,400

Needs chasing · Last contact 5 days ago

Boiler service — £180

Chased ×2 · No response

Jobs, invoices and payments

Job pipeline

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.

Render repair — D. Clarke

Booked · Tue 14 May · 09:00

Flat roof repair — R. Patel

In progress · Day 2 of 3

Invoices

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.

INV-041 — Conservatory repair

£2,100 · Sent · Unpaid

INV-038 — Garden clearance

£320 · Paid in full

Payment reminders

Overdue invoices get chased automatically

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

INV-039 — Patio laying

£1,450 · 7 days overdue · Reminder sent

INV-036 — Fence staining

£640 · Paid after reminder

Schedule and overview

Schedule

All jobs in one schedule

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

Mon 13 May

Gutter clean — 08:00 · Window fit — 13:00

Tue 14 May

Render repair — 09:00

Thu 16 May

2 jobs · 1 gap available

Dashboard

The numbers that matter at a glance

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

Open pipeline

£14,200 across 6 quotes

Outstanding invoices

£4,850 · 2 overdue

Completed this month

9 jobs · £11,340 invoiced

One workspace for the whole job flow.

Free trial included. No credit card required.