Flow Portal gives customers a clean place to review quotes, track orders, sign documents, see invoices, and stay informed while your team keeps control of the workflow behind the scenes.
Admin Overview
Live visibility across customer-facing modules
Orders
24
Signatures
8
Installs
5
Quote approved
Customer action completed in portal
Workflow step
Install → Scheduled
Designed around the actual Flow Portal use case instead of generic SaaS filler.
Share quote details in one place and reduce back-and-forth before work begins.
Keep order status and digital approvals visible without messy email threads.
Give customers one location for paperwork, invoices, and supporting docs.
Prepare customers for appointments and centralize scheduling visibility.
Set expectations and keep install-related communication organized.
Separate admin and customer experiences while keeping everything tied to the right company context.
The strongest part of the product story is that the admin side and customer side each have a clear job.
Manage quotes, orders, invoices, installs, field measures, documents, signatures, and customer-facing actions from one company-aware workflow.
Dashboard
Company activity overview
Orders
24
Pending
8
Installs
5
Recent activity
Give customers a simpler, calmer experience with access to the things they actually care about: status, documents, signatures, invoices, and next steps.
Customer view
Project dashboard
Important actions and current status
Project status
In Progress
Pending signatures
2 documents
Latest updates
No fake free tier. No enterprise theater. Just two clean options.
Starter
A clean entry point for smaller teams that want a better customer-facing portal.
Pro
For teams that want the fuller Flow Portal experience with stronger operational handoff.
Yes. Customers can access quotes, review project documents, and complete signature steps through the portal instead of relying on scattered email chains and attachments.
That is one of the main goals. By giving customers a central place to check project status, documents, invoices, and next steps, your team spends less time answering the same questions repeatedly.
Yes. Flow Portal works especially well for industries that depend on appointments, field measures, deliveries, installations, or other scheduled project phases where customer communication matters.
Absolutely. Each company gets its own workflow configuration. You define the modules, steps, and notification triggers that match your operation — whether that's countertops, roofing, remodeling, or any field-service workflow.
Clients see their project timeline, pending documents to sign, real-time status updates, and a direct message thread with their assigned representative. They never see other customers or internal operations.
Flow Portal accepts inbound webhooks and maps external events to your company-scoped records. Integration data is tenant-isolated, so external IDs from different source systems never collide across companies.