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Quick start guide

Up and running
in 5 minutes.

Everything you need to know to start managing your jobs with FlowState. Bookmark this page โ€” it's your cheat sheet.

1

Set up your details first

Tap More in the bottom bar, then Business details & settings. Enter your name, phone number, business name and ABN. Upload your logo โ€” it appears on every quote, invoice and job report PDF you send.

๐Ÿ’ก Also set your SMS booking message template here โ€” this is the text your clients receive when you book them in. Customise it to sound like you.
2

Add your jobs

Tap the green + button (top right). Enter the job title, address, client and scheduled time. The address field has autocomplete โ€” tap a suggestion from the dropdown to confirm it. FlowState pins every job on the map automatically.

๐Ÿ’ก Always select an address from the dropdown suggestions. This ensures the map pin and route planner work correctly.
3

Book your clients in with one tap

Open any job and tap Book SMS. FlowState sends a professional booking confirmation text to your client instantly โ€” with the date, time, address and your name โ€” straight from the app. No copying and pasting, no forgetting to confirm.

๐Ÿ’ก You can customise the SMS template in More โ†’ Business details & settings to match your style. The same template is used for every booking.
4

See all your jobs on the map

Tap More โ†’ Map. Every job with a confirmed address appears as a pin. Tap any pin to see the job details, open turn-by-turn navigation, or access the job actions. Use this to get a visual overview of where your work is clustered.

5

Plan the fastest route for your day

Open the ๐Ÿ“… Calendar tab and tap today's date. You'll see every job scheduled for that day. Hit ๐Ÿ—บ Route โ€” FlowState calculates the fastest driving order between all your jobs automatically. Tap Maps on any job in the route list for turn-by-turn directions from Google Maps.

๐Ÿ’ก You can also tap ๐Ÿ—บ Plan Route directly from the Today tab when you have multiple jobs on the same day.
6

Create quotes and invoices

Tap Money in the bottom bar, then Quotes & Invoices. Create a quote with line items and tax โ€” send it, track whether it's been accepted, then convert it to a job with one tap. To invoice, open any job and tap Invoice โ€” it pre-fills the client name, job details and your bank details automatically. Download as a PDF and send it however you like.

๐Ÿ’ก Upload your logo in Settings and it appears on every document. Add your ABN and bank details once โ€” they're saved forever.
7

Mark done and track your profit

Open a job and tap โœ“ Complete when you finish. Log your cost (what you paid for materials/labour) and charge (what you billed the client). FlowState calculates your margin automatically. Check the ๐Ÿ’ฐ Profits tab to see your weekly and monthly totals, and which clients are most profitable.

What's in each tab
๐Ÿ“‹
Jobs
All active jobs โ€” filter, search, tap a job to open it
๐ŸŒ…
Today
Today's jobs + overdue alerts + quick stats
๐Ÿ—บ
More โ†’ Map
All jobs pinned live โ€” tap any pin for actions
๐Ÿ“…
Calendar
Month view โ€” tap a day to see jobs + route optimiser
๐Ÿ“„
Money โ†’ Quotes
Quotes and invoices โ€” create, send, PDF download
๐Ÿ’ฐ
Money โ†’ Profits
Revenue, margin per job, top clients by profit
๐Ÿ“ฑ
Book SMS
On any job โ€” sends booking confirmation to client
โš™๏ธ
More โ†’ Settings
Your details, logo, bank info, SMS template
โšก Open FlowState

Questions? Email flowstateappsupport@gmail.com