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Getting started
Siteflow Pro runs your jobs from first call to final payment: leads, estimate visits, crew checklists, photos, invoices and payments. This page gets you from download to your first job.
Download and sign in
Siteflow Pro is available on the App Store (iPhone and iPad) and on Google Play. Open the app and choose how to sign in:
- Create a business account with your email and a password. We email you a short code to confirm the address.
- Continue with Apple or Continue with Google if you prefer not to manage a password.
- Workers never create their own business. They accept an invite from their admin (see Crew & payments).
Forgot your password? Tap Forgot password on the sign-in screen and follow the email.
Free trial and plans
New businesses start with a 14-day free trial with every feature unlocked. After the trial you pick a plan inside the app under More → Subscription. Plans differ mainly by how many workers you can have. Purchases are made through the App Store or Google Play, so you manage or cancel them in your Apple ID or Google Play subscription settings.
Good to know
Set up your business
- Open More → Settings and fill in your business name, email, phone and address. These appear on every invoice PDF you send.
- Check the tabs along the bottom: Home (dashboard and jobs), Calendar, Pipeline, Reports and More (clients, templates, invoices, crew, integrations, settings).
- Optional: add your crew under More → Workers and connect your CRM under More → Integrations.
Add your first job
- Go to More → Templates (or tap New Job on Home) and choose a trade template, for example a kitchen remodel or a handyman visit. A template pre-fills a phased checklist.
- Enter the title, client name and contact details, the job address and the dates. If the client already exists, their details are filled in for you.
- Assign a worker if you have one. They are notified and the job appears on their phone.
- Open the job to tick off tasks, add photos, post updates and, when it is time, create the invoice.
Prefer to start from a lead? Open the Pipeline tab and add a client as a New Lead. You can schedule an estimate visit from there.
Tips for a smooth start
- Pull down on Home, Pipeline or Invoices to refresh. Changes from your crew also arrive when you reopen the app.
- Edits are saved on your phone immediately and synced to your cloud account a moment later. If you are offline, they sync when the connection returns.
- Use Duplicate Job inside a job to copy a similar job as a fresh lead.