ServiceFlow Management
Who it’s for..?
Service businesses that need clear job sheets, stage tracking, parts/consumables control, and timely customer notifications across one or many locations. Industries include car wash, vehicle repair, salon/spa, embroidery, optical, art/design, uniform production, jewelry, tailoring/alterations, and home maintenance/cleaning.
Why choose ServiceFlow
Unified flow from job creation to stage tracking, invoicing, and delivery, with staff commissions and performance reporting on every service line. Mobile apps for field teams and drivers keep orders, approvals, locations, and notifications synced in real time to reduce delays and callbacks. Secure cloud with role based access, auditability, and a partner led onboarding path to configure devices, users, receipts, and integrations quickly.
Key capabilities
- Job orders and checklists: create job sheets with service types, notes, promised dates, and customer preferences for each order.
- Stage tracking: monitor each step (for example, wash→dry→polish, repair diagnostics→parts→handover) with time stamps and status visibility for staff and customers.
- Staff commissions: assign tasks and calculate commissions per job; generate staff and owner reports to control payouts and productivity.
- Customer updates: send automated WhatsApp/SMS messages on job progress, ready‑for‑pickup, delivery on route, and offers to drive repeat business.
- Parts and consumables: track inventory used on jobs, manage stock levels, and include items on billing when applicable.
- Delivery management: assign drivers, share live location, and confirm delivery with status updates for customers and supervisors.
- Approvals and documents: capture authorizations, attach photos/files, and keep a complete history in the order record for accountability.
- Billing and e‑receipts: issue invoices and receipts with digital delivery to customers; align items and transactions with the accounting module.
- Mobile execution: iOS/Android apps for approvals, document flows (LPO, GRN, GRV, sales orders), barcode printing, and notifications.
- Reporting and analytics: detailed reports on orders, staff performance, commissions, and revenue to identify bottlenecks and optimize throughput.
- Security and backup: encrypted cloud, role‑based access controls, and regular backups; no third‑party sharing of business documents or data.
- Onboarding and training: partner or direct setup for receipts, users, integrations, and staff training—online or onsite—to go live fast.
Workflows
Modules
Review quickly and confidently using Lexend.
Frequently asked questions:
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Does it support staff commissions?
Yes, commissions can be calculated per job with detailed staff and owner reporting to support accurate payouts and performance tracking.
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How do customers get updates?
Automated WhatsApp/SMS messages keep customers informed on progress, ready for pickup, and delivery statuses to reduce calls and no shows.
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Can field teams work on mobile?
Yes, mobile apps support approvals, documents, barcode printing, location tracking, delivery notifications, and real time sync to the backend.
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Can it handle parts and consumables?
Yes, parts inventory can be tracked, assigned to jobs, and included on billing with consolidated reporting for cost control.
What clients said:
“Most of our time used to be taken up by administrative work whereas now we can focus on building out programs to help our employees.
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Mark Zellers
Director of Human Resources.
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André Garcia
Client Success Manager
“This powerfull tool eliminates the need to leave Salesforce to get things done,
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