Help & Documentation

Get help with ServiceFlow and learn how to make the most of your overhead tracking system.

Quick Start Guide

1. Create Your First Client

Add client details, contact information, and payment terms.

2. Create a Quote

Add labor and materials with automatic overhead calculation.

3. Configure Your Overhead

Set up your overhead costs across 12 categories for accurate pricing.

Key Features

📊 Overhead Recovery

Track your overhead costs and ensure every quote covers your true business expenses.

💼 Quote Management

Create professional quotes with labor, materials, and automatic overhead calculations.

🔨 Job Tracking

Convert quotes to jobs, track progress with milestones, and manage change orders.

📄 Invoicing & Payments

Generate professional invoices and track payments with full audit history.

Need More Help?

Documentation

Comprehensive guides and tutorials coming soon.

Support

Need assistance? Contact support at support@serviceflow.com

Tips

  • Set up your overhead costs first for accurate quote pricing
  • Use the dashboard to monitor your overhead recovery rate
  • Send quotes directly to clients with the "Send to Client" button
  • Track actual costs on jobs to compare against quoted amounts
  • Download PDFs of quotes and invoices for your records
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