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For home & commercial service businesses

From web lead to paid invoice, with fewer phone calls.

The job lifecycle is the same every time: lead, booking, job, invoice, payment, review. Fluxo Flow automates the handoffs between those steps and leaves pricing, diagnosis and unhappy customers to your office.

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In short

Fluxo Flow connects to Jobber, Housecall Pro, ServiceTitan, QuickBooks Online and Twilio through beta connectors. Service businesses use it to turn web leads into requests or bookings, confirm new jobs by text, send invoice exceptions to the office before they go out, and ask for a review once a payment lands. Full accounting sync is better left to your field-service app's native QuickBooks integration.

Field services: key facts
Field service appsJobber (clients, requests; client/request/job triggers), Housecall Pro (customers, jobs, estimates; MAX plan API), ServiceTitan (customers, jobs, bookings; your approved app).
Money and messagesQuickBooks Online (invoices, payments; payment trigger), Stripe and Twilio (SMS and WhatsApp), all beta.
TriggersNew client, request, job, customer or invoice, checked on your plan's schedule (5 minutes at the fastest for these apps).
Human decisionsEstimates, discounts, refunds and complaints go through a Human Review step.

What changes

Less copying, chasing and checking.

  • Today

    Web leads wait in an inbox until someone retypes them into the job system.

    With Fluxo Flow

    A form posts to a webhook, AI pulls out the service, address and urgency, and the lead lands as a ServiceTitan booking or a Jobber request.

  • Today

    Customers call to ask when the tech is coming.

    With Fluxo Flow

    A new job triggers a confirmation text with the date, sent from your Twilio number to customers who agreed to texts.

  • Today

    Odd invoices go out before anyone looks at them.

    With Fluxo Flow

    New invoices over a threshold or with a discount wait in the Review Queue before they're sent from QuickBooks.

  • Today

    Review requests depend on the tech remembering to ask.

    With Fluxo Flow

    When QuickBooks records the payment, a short thank-you with your review link goes out by text or email.

Example workflows

Six workflows you could build this week.

Each one uses nodes that exist on the canvas today. Start from a blank canvas or a marketplace agent and adapt it.

Web lead to booking

5 steps

Website leads become ServiceTitan bookings for your CSRs to confirm; emergencies also ping the on-call channel.

  1. Step 1: Webhook triggerWebsite or ad form
  2. Step 2: AI GenerateService type, address, urgency as JSON
  3. Step 3: RouterEmergency?
  4. Step 4: IntegrationServiceTitan: Create a booking (lead)
  5. Step 5: Slack PostPing on-call for emergencies

Result: Every lead in the booking queue within minutes, emergencies first.

Request intake for Jobber

4 steps

The same form, for Jobber shops: find or create the client, then create the request.

  1. Step 1: Webhook triggerWebsite request form
  2. Step 2: IntegrationJobber: Find clients by email or phone
  3. Step 3: RouterExisting client?
  4. Step 4: IntegrationJobber: Create a client / Create a request

Result: No duplicate clients, no retyped requests.

New job confirmation text

4 steps

When a job is created, the customer gets a short confirmation from your number.

  1. Step 1: App event triggerHousecall Pro: New job (beta)
  2. Step 2: IntegrationHousecall Pro: Get a job
  3. Step 3: TransformerBuild the message with date and window
  4. Step 4: IntegrationTwilio: Send an SMS

Result: Fewer "when are you coming?" calls, and a written confirmation for both sides.

Invoice exceptions before they're sent

4 steps

New invoices are checked against your rules; unusual ones wait for the office manager.

  1. Step 1: App event triggerQuickBooks: New invoice (beta)
  2. Step 2: RouterOver threshold or discounted?
  3. Step 3: Human ReviewOffice manager approves
  4. Step 4: IntegrationQuickBooks: Send an invoice

Result: Routine invoices go out on time, and the strange ones get a second look.

Review request after payment

4 steps

A recorded payment triggers a thank-you with your review link.

  1. Step 1: App event triggerQuickBooks: New payment (beta)
  2. Step 2: IntegrationQuickBooks: Find a customer
  3. Step 3: AI GenerateShort, personal thank-you
  4. Step 4: IntegrationTwilio: Send an SMS (or Send Email)

Result: A review ask on every paid job, at the moment the customer is happiest.

Morning dispatch digest

4 steps

A shared schedule sheet becomes a short digest of today's jobs, gaps and risks.

  1. Step 1: Scheduled triggerWeekdays at 6:30am
  2. Step 2: IntegrationGoogle Sheets: read today's schedule
  3. Step 3: AI GenerateJobs by tech, gaps and conflicts
  4. Step 4: Slack PostPost to #dispatch

Result: Everyone starts the day with the same picture.

Apps

The apps these workflows use.

Status comes straight from each integration's definition. Beta means it works but hasn't been tested against every account setup yet.

Human in the loop

What the office should still handle

Put a Human Review step in front of these. The run waits in the Review Queue until someone approves, edits or rejects it.

  • Estimates, pricing and discounts
  • Diagnosis and what the tech should bring
  • Refunds, disputes and unhappy customers
  • Anything sent to a customer who hasn't agreed to texts

Features

The parts you'll use most.

Plans

Which plan usually fits.

Explore free with no credit card and Dry Run your workflows. Upgrade to run them live, with more workflows, seats and faster schedules.

  • Usually the best fit

    Basic$39/mo

    A small shop automating lead intake and review requests.

    • 15 workflows
    • 3 seats
    • Schedules as often as every 15 minutes

  • Also a good fit

    Pro$119/mo

    A busier office: the full lifecycle above, seats for dispatch and the office, faster schedules.

    • 25 workflows
    • 5 seats
    • Schedules as often as every 5 minutes
    • 2 marketplace agents included

Compare every plan

FAQ

Questions, answered.

Does it replace Jobber, Housecall Pro or ServiceTitan?

No. Your field-service app stays the system of record. Fluxo Flow moves leads into it and handles the messages and checks around jobs, invoices and payments.

Should I use it to sync invoices to QuickBooks?

For a complete sync, use your field-service app's own QuickBooks integration. Use Fluxo Flow when you want rules and approvals around specific invoices, or messages when payments land.

Are the triggers instant?

Not for these apps yet. Jobber, Housecall Pro and ServiceTitan triggers check for new records on your plan's schedule, at most every 5 minutes. Website forms and anything that sends webhooks start runs within seconds.

Can it text customers?

Yes, through your own Twilio account and numbers (beta). You're responsible for consent: only text customers who opted in, honor STOP, and register for A2P 10DLC when sending from US 10-digit numbers.

Automate your first lead handoff this week.

Build and Dry Run on the Free plan, no credit card. Run live on a paid plan, on your own AI key at cost.

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Free to explore · No credit card · 30-day money-back guarantee on paid plans