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Help Center

Learn how to get the most out of Beyond Flow.

New here? Start with these walkthroughs

Get your company set up and your first job invoiced in under 15 minutes.

Interactive Walkthroughs

Basics

Getting Started — Your First 10 Minutes

Set up your company, add your first customer, and create your first job.

Estimates

Creating & Sending Estimates

Build professional estimates with options, send them to customers, and track approval.

Invoices

Invoicing & Getting Paid

Create invoices from jobs, send payment links, and reconcile payments.

Scheduling

Scheduling & Smart Dispatch

Assign jobs to technicians, optimize routes, and manage your weekly schedule.

Team

Managing Your Team

Invite team members, set roles, and track time for payroll.

Automation

Automations & Follow-ups

Set up automatic estimate follow-ups, collection reminders, and review requests.

Quick Guides

Add a Customer

  1. 1Go to Customers
  2. 2Click "Add Customer"
  3. 3Fill in name, phone, address
  4. 4Save — they're ready for jobs & estimates

Create a Job

  1. 1Go to Jobs or Pipeline
  2. 2Click "Add Job"
  3. 3Select customer & property
  4. 4Set priority and assign technician
  5. 5Save and optionally schedule

Send an Invoice

  1. 1Open the completed job
  2. 2Click "Create Invoice"
  3. 3Add line items from pricebook
  4. 4Click "Send" — customer gets a payment link

Schedule a Job

  1. 1Go to Schedule
  2. 2Drag an unscheduled job to a time slot
  3. 3Assign a technician
  4. 4Smart Dispatch highlights skill matches

Track Commissions

  1. 1Go to Commissions
  2. 2Click "Add Commission"
  3. 3Select technician & job
  4. 4Set commission rate
  5. 5Approve and mark paid when ready

Connect Stripe

  1. 1Go to Settings → Payments
  2. 2Click "Connect Stripe"
  3. 3Complete the Stripe onboarding
  4. 4Accept card payments on invoices

Frequently Asked Questions

Still need help?

Suggest a feature or reach out to our support team.