Everything Your Team Needs

A complete field service management platform — from scheduling and dispatch to invoicing and inventory management.

Dispatch & Planning

Smart Scheduling & Dispatch

A visual drag-and-drop scheduler with daily, weekly, and monthly views. See every technician's availability at a glance, assign jobs by dragging, and resize to adjust duration.

  • Daily / Weekly / Monthly calendar views
  • Drag to assign, resize to adjust duration
  • AI-suggested technician matching by skill & proximity
  • Unassigned job pool with pending order count
  • Route optimisation (coming soon)
Dispatch Scheduler Daily Weekly Monthly 8 AM 9 AM 10 AM 11 AM 12 PM 1 PM 2 PM AR Alex Rivera HVAC Specialist HVAC Repair — #1042 CM Casey Morgan General Maintenance Filter Change — #1038 JL Jordan Lee Plumber Pipe Repair — #1045 Boiler Check — #1046 RC Robin Chen Electrician Unassigned Pool 3 Pending
Work Orders + New Work Order ID TITLE CUSTOMER PRIORITY STATUS #1042 HVAC System Repair John Doe High In Progress #1041 Electrical Inspection Sarah Johnson Medium Pending #1040 Plumbing Maintenance Tech Corp LLC Low Pending #1039 AC Unit Installation Mike Williams High Completed #1038 Filter Replacement Jane Smith Medium Completed Showing 1-5 of 47 results 1 2 All (47) Pending (12) In Progress (8) Completed (27)
Operations

Work Order Management

Create, assign, and track every job from start to finish. Set priorities, link customers and equipment, attach documents, and maintain a full audit trail.

  • Create jobs with priority, status, and assignment
  • Link work orders to customers, sites, and equipment
  • Attach documents with AI-powered intelligence
  • Filter by status, technician, customer, or priority
  • Full search across all work order fields
Billing

Invoicing & Quotes

Generate invoices directly from completed jobs. Create professional quotes with line items. Track paid, sent, draft, and overdue status — all with customisable templates.

  • One-click invoice generation from completed jobs
  • Bulk invoice generation
  • Customisable invoice settings — tax, terms, prefix
  • Create & send professional quotes with expiry dates
  • PDF download, status tracking, revenue overview
Billing & Invoicing Generate Invoice PAID (MTD) $3,790.50 OUTSTANDING $825.00 OVERDUE $425.00 INVOICE ID CUSTOMER AMOUNT STATUS #1f229fa1 Mike Williams $275.00 Draft #1f229f98 John Doe $250.00 Paid #1f229fa0 Sarah Johnson $550.00 Sent #1f229fa2 John Doe $425.00 Overdue
Customer Profile JD John Doe john@doe.com · (555) 123-4567 3 sites · 5 equipment · 12 jobs Sites Main Office — 123 Business St, San Francisco 3 equipment Warehouse A — 456 Industrial Ave, Oakland 2 equipment Remote Site — 789 Rural Rd, Sacramento 0 equipment Details Equipment Documents Jobs Invoices
CRM

Customer Management

Rich customer profiles with multi-site support, linked equipment, service history, and document management. Everything about a customer in one place.

  • Multi-site customer profiles with contact details
  • Equipment linked to sites with maintenance history
  • Document uploads with AI-powered intelligence
  • Complete job & invoice history per customer
Inventory

Inventory & Asset Tracking

Manage warehouses, parts, tools, and equipment across all your locations. Get automatic low-stock alerts and link inventory directly to work orders.

  • Warehouse management with capacity tracking
  • Parts inventory with low-stock alerts
  • Tool tracking — status, condition, service dates
  • Equipment lifecycle from install to retirement
  • Link parts and tools to jobs and technicians
Inventory Overview WAREHOUSES 3 EQUIPMENT 24 PARTS 156 TOOLS 42 Low Stock Alerts ! Screwdriver Set East Depot · Qty: 5 5 ! Pipe Wrench 18" Central Warehouse · Qty: 8 8 Top Parts by Quantity
Reporting & Analytics ✦ AI Custom Report Report Templates Revenue Summary Monthly revenue by customer Finance Automated Job Completion Rate Weekly completion metrics Operations Technician Performance Jobs per tech, response time HR Inventory Turnover Parts usage and restocking Inventory + Build a custom report Select data sources, fields, filters, and groupings
Analytics

Reporting & Custom Dashboards

Pre-built report templates plus a custom report builder with AI assistance. Create personalised dashboards with drag-and-drop widgets, or let AI generate them from a prompt.

  • Pre-built report templates for common metrics
  • Custom report builder with data sources & filters
  • AI-generated dashboards from natural language
  • Bar, line, pie charts & grid layouts
  • Public or private dashboards with sharing controls

And Much More

Additional capabilities that make FSM Flow a complete platform.

Document Intelligence

Upload PDFs and docs — AI extracts text, generates summaries, and tags automatically.

Role & Permission Control

Granular role-based access control with customisable permissions for every action.

Integrations

WhatsApp and email integrations built-in. Connect accounts and manage from one place.

Mobile App

Offline-first mobile app for field technicians. Syncs automatically when back online.

14+ Languages

AI-powered translations across 14 languages. The interface adapts to each user.

Activity Audit Trail

Full timeline of every action and change across the platform for compliance.

Quote Management

Create professional quotes with line items, terms, and expiry. Convert to invoices.

Route Optimisation

Optimise technician routes to reduce travel time and fuel costs. Coming soon.

Ready to See It in Action?

Start your 14-day free trial today with no credit card required.