Try it, Test it
Instructions on how to set up your FlowQuote account
Ensure proper setup to gain maximum value
Customer Management
Track the full customer timeline from onsite proposal creation to project completion
2 Minute Proposal Creator
Create custom proposals onsite with your customers with labor & material selection
Team Settings
Customise the platform with your Logo, Company Details and Billing Information
Immediate Invoicing
Full PDF Invoice proposals can be sent to customers while still onsite
Customer Organisation
Filter Customers by Build Status, Payment Status and Scheduling
Custom Analytics
Track Projects through custom proposal analytics
Set Up Instructions
1. Create Free Account
Free account with 5 proposals to experiment with customers or yourself
2. Add Business Details
Include your business name, logo, address and billing details for your invoices
3. Invite Users
Work with partners or need to provide access to work calendars? Invite Users
4. Set Up Pricing
Carefully understand how you normally quote and fill in required pricing details
5. Set Up Materials
Take time to add all materials you use within your business and create pricing to match
6. Test Proposals
Create a Test proposal to follow the process for the first time
7. Explore Analytics & Notifications
Analytics and Notifications ensure you stay up to date with build & payment process
8. Customer Trial
Feel confident in the set up? Try it for the first time with a new customer and get feedback
9. Track Build & Payment
Execute with all new customers and even backtrack previous to take full control