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July 2026
Paid
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0 invoices
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$0
0 · within terms
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$0
0 · follow up
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+0 this period
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0
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no paid invoices yet
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Jul 1–19, 2026 · $0 · 0 invoices
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Local Flow
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Generated · Local Flow
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Reports Dashboard · Jul 1–19, 2026
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2026
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Grow Your Business
AI Quote Requests
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— · 0
Referrals
Reactivate Past Customers
Facebook & Instagram Campaigns
• Need help? Talk to support.
• Most people are connected in about 5 minutes.
Connect Facebook Account
Campaign
Not set up
Spend This Week
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Budget
Leads Generated
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Coming Soon
Growth History
Your Local Flow Payoff
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All
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Messenger
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Message
Make This A Customer
Adds them with whatever you have so far.
AI Quote Requests
Customers who requested an estimate through your Request-a-Quote link, or techs who drafted a Scope Change mid-job. Each one needs your review before anything is sent.
Copy Your Request-a-Quote Link
Growth History
Reviews
Referrals
Reactivate
Nothing here yet.
Reviews
Hi [First Name], this is [Business Name].
Thank you for the work we just completed for you — [Service].
We'd love to hear how it went.
Tap the link below to leave a quick review:
[Review Link]
Thank you for your business. If you need anything else, we're just one phone call or text away.
Sent per-customer from their invoice or customer profile — [First Name], [service], and the link fill in automatically.
Edit Message
Referrals
Hi [First Name], this is [Business Name].
Thank you for your business — we really appreciate it.
If you know anyone who could use our services, send them our way.
We'll take good care of them, and we'll give you a discount on your next visit as a thank you.
Any questions, we're just one phone call or text away.
Sent per-customer from their customer profile — [First Name] fills in automatically.
Edit Message
Reactivate Past Customers
Hi [First Name], this is [Business Name].
It has been a while since we last helped you out, and we'd love to keep things running smoothly for you.
Reach out anytime and we'll get you back on the schedule.
We're just one phone call or text away.
Sent per-customer from their customer profile — [First Name] fills in automatically.
Edit Message
Campaign
+ New Campaign
Campaign
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Your Local Flow Payoff
Days to Get Paid
Reliability
Repeat Customers
—
30 Day
60 Day
90 Day
Year
Prior Period
Now
—
30 Day
60 Day
90 Day
Year
Prior Period
Now
—
30 Day
60 Day
90 Day
Year
—Repeat
Connect Your Facebook Account
You'll be taken to Facebook to log in and connect. A few things to have ready:
- Your Facebook account set to public
- A credit card on file with Facebook
- Admin access to your business page
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Select the Page you want Local Flow to use.
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• Our support team can walk you through it.
• Most people are fully connected in about 5 minutes.
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Pick a date and time — we'll call you on Zoom or Google Meet, whichever you prefer. Blocked off for 30 minutes.
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Before You Send
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Make it sound like you.
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Review Your Update
Here's exactly what will be saved.
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25%
Choose Your Campaign
• Pick one of three ready-made images and headlines
• Edit any description to match your business
• Or write your own ad — your picture, your words
Option 1
Preset Image 1
Need reliable service? We show up on time and do it right the first time. Follow us to see our latest work.
Edit Description
Option 2
Preset Image 2
From repairs to installs, we've got you covered. Check out our page to see what we do.
Edit Description
Option 3
Preset Image 3
Look no further for dependable service in your area. See our work and reach out anytime.
Edit Description
Create Custom Campaign
Your own picture and your own words.
Your own picture and your own words, instead of one of ours.
1Choose your picture
2Write your description
3Where it runs, your budget, then review
We Check This One First
Ads you write yourself get a quick read from us before they run. Our three ready-made ones go straight out.
Continue
Your Picture
This is what people see first.
Tap To Add Your Picture
Change Picture
• A real photo of your work beats a stock image
• Tall pictures fill more of the screen on a phone
• No price lists or heavy text — Meta rejects those
or
Make A Picture Instead
Works best when you photograph the job first — we finish it for you.
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What Is This Ad For?
Pick what you want more of. We'll write it.
Your Services
Write My Ad
Your Words
What you want people to read.
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Where Should It Run?
Your campaign area. Separate from your service area.
Map needs signal
Run In More Than One Area
A second shop, a second town — up to 3 in one campaign.
Continue
Set Your Budget
You can change or pause this anytime.
?
70
Minimum $3.00 · Maximum $500.00 a day
Run Continuously
Continue
Review Your Campaign
Check everything before it goes live.
Preset Image
Headline
Area
Budget
Start
End Date
Your Ad, Word For Word
Goes To Us First
We read it, then it starts running. You will see it here as In Review until then.
Launch Campaign
How the weekly max works
Facebook treats your daily amount as an average, not a hard limit. On a busy day it can spend more than you set, and less on a quiet one.
What it will not do is go past your weekly max. $10 a day means up to $70 in a week — however it moves day to day.
The week runs Sunday through Saturday, ending midnight Saturday in your ad account's time zone. Then it starts over.
Being charged is a different thing from being spent. Facebook bills your card when you hit a billing threshold or at month end, so your statement will not line up day for day with the numbers above.
Got It
Settings
Getting Started
Step 1 — Business Setup
Step 2 — Getting Paid & Your Team
Step 3 — Import Your Data
Export Data
My Business
Business Profile
Hours & Service Area
Business Categories
Customer Tags
Social Media Links
My Documents
Board
Claude
Services & Inventory
Services
Inventory
Suppliers & Purchase Orders
Smart Scheduler
Appointment Priority & Dispatch
Invoicing & Payments
Invoice Detail Layout
Estimates
Tax & Tip
Payment Methods
Zapier (QuickBooks Coming Soon)
QuickBooks
Messaging & Notifications
Customer Messaging
Notification Preferences
Morning Brief
Quick Messages
My Team
Employees
Teams
Devices
See What An Employee Sees
Payroll
Vehicles & Gas Cards
Team SOS
Account
Subscription & Billing
Video & Photo Storage
My Account
My Start Address
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Delete Account
Sign Out All Other Devices
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Customer Tags
+ Add a Tag
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My Documents
+ Upload a Document
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Business Profile
Add Logo
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Recommended: a square image, at least 500×500px. PNG, JPG, or WEBP — up to 5 MB.
Business Address
Verify Address
Verify Address
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Save Changes
Hours & Service Area
Working Days & Hours
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Open 24 Hours
Time Zone
Not set
Service Radius
Not set
After-Hours Coverage
Off
24/7 Emergency Coverage
Off
Emergency Calls
Off
Work Holidays
Off
Which holidays does this fee apply to?
New Year's Day
New Year's Eve
Presidents Day
Memorial Day
Juneteenth
July 4th
Labor Day
Thanksgiving
Christmas
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Save Changes
Invoice Detail Layout
What Your Customer Sees
Add your logo and it shows here
Add Logo
How should services show on an invoice by default? Any service can still be set individually.
Per Service — one line, one price
Itemized — Labor, Parts, other line items
Invoice Layout Saved.
Set Per Service
Set Default Amounts
Payment Terms
When is payment expected? Shown at the top of every invoice.
Payment Terms Saved.
Billing Frequency
How should recurring customers get billed by default? Any customer can still be set individually.
Per Visit — bill every time (today's behavior)
Batched — bundle visits into one invoice
Review First — we build it, you send it
Send Automatically — goes out on its own
Billing Frequency Saved.
Upload From Your Old System
If your old system already tracked labor and parts separately, upload it instead of setting this up by hand.
Upload Invoice Detail
Appointment Completion Checks
Completing a job is never blocked. Anything switched on here that's still missing gets flagged for review — and once an invoice is paid it locks, so this is the last chance to catch it.
Services
Service Rules
—
Service Rules
Parts, Materials & Permits
Track Parts by Real Inventory
- On — pick parts from Inventory, counted down automatically
- Off — enter one Parts/Materials total per service
Track Permits On Appointments
Customer Approval
Ask The Customer To Approve Before Work Starts
- On — after “Everything’s OK” on the assessment, the tech gets the customer’s approval before starting
- Off — “Everything’s OK” goes straight to the work
Warranty On Your Own Work
None
1 yr
2 yr
5 yr
10 yr
Lifetime
- Filled in for you on every new piece of equipment — change it there any time
- Equipment already on file keeps the warranty it was sold with
Done
Appointment Types
×
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View
+ New Appointment Type
Show Example Services
Recurring
Rename
Delete Type
+ Add Category
Reorder
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Edit Service
+ Add Line Item
Total Price
$0
+ Add
No inventory items yet -- add some in Settings > Inventory first.
Turn on "Track Parts by Real Inventory" in Settings > Services to pick parts from your real Inventory instead.
+ Add
No tools in your Inventory yet -- add one in Settings > Inventory (mark it as a Tool) first.
+ Add
No certifications in your catalog yet -- add one from a Team Member's Certifications panel first.
Requires A Lead (No Solo Trainee)
Active
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Save Changes
Customer Messaging
How Your Customer Messages Go Out
Your Own Phone
Default
Active
Use This
Messaging Service
Not Connected
Active
Use This
Connect
How Your Customer Emails Go Out
Your Own Email App
Default
Active
Use This
Email Service
Not Connected
Active
Use This
Connect
Sends from
—
API key
—
Last checked
—
Send Myself A Test Email
Disconnect Email Service
Account SID
—
Auth token
—
Last checked
—
Send Myself A Test Text
Disconnect Messaging Service
Connect Your Messaging Service
Save
Cancel
Connect Your Email Service
This address has to be on a domain
you have verified with them, or they will refuse to send it.
Save
Cancel
Payment Methods
Venmo
Not Connected
Connect
Zelle
Not Connected
Connect
Stripe
Not Connected
Connect
Square
Not Connected
Connect
Default Payment Method
Card Payments
Payment Plans
Other Lenders
+ Add Another Lender
Cancel
Save Changes
Connect Zelle
Enter the email or phone number your Zelle is registered to. This is what customers send payment to.
Connect
Disconnect
Cancel
Connect Venmo
Enter your Venmo username. This is what customers will pay when you send them a payment request.
Connect
Disconnect
Cancel
Inventory
Inventory Tracking
Not set
Stock Items 0
×
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View
View
Inventory Tracking
Done
Suggested Items & Tools
Review Suggested Items & Tools
Are you sure?
Yes
No
Supply Readiness
- On — techs see each appointment's parts & tools before they start
- You get a morning readiness summary
- Off — removes this from your workflow
Planning
Forecast
Inventory Report
Show Archived (0)
Import From Appointment History
Parts and materials you've used on past jobs that aren't on your stock list yet.
Scan Appointment History
Add Selected to Stock List
Import From Spreadsheet
Bring in a full stock list from a CSV or Excel file — your own columns, or ones from another system.
Import From Spreadsheet
+ Add Item
Category
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Forecast
What the jobs already on your calendar will use, against what you actually hold — shop, trucks and warehouses together.
Day
Week
Month
Year
All
September 2026
Today
×
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View
Short For Scheduled Work 0
Covered
Inventory Report
Day
Week
Month
Year
All
September 2026
Today
×
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View
View
Suppliers & Purchase Orders
Suppliers
Purchase Orders
Day
Week
Month
Year
All
September 2026
Today
×
Close
View
View
Suppliers 0
+ Add Supplier
Purchase Orders 0
+ Create Purchase Order
Add Supplier
Active
Items From This Supplier
+ Link Item
Save
Cancel
Link Inventory Item
Save
Cancel
Purchase Order
Import Data
Bring in customers, your team, past schedule/invoice history, or set up reminders — run any of these again anytime.
Import Your Own Data
1Import Questionnaire
2Import Customers
3Add Team Members
4Import Appointments & Invoices
5Import Inventory
6Import Services
7Import Something Else
8Set Up Reminders
Example Data
Load Example Data
Delete Example Data
Export Data
- Your data is always your data.
- Choose a format and what to include — a separate .csv per category, bundled into one .zip.
- Customers, appointments & invoices, services, inventory, team, notifications, and history — all available.
Export My Data
Export Your Data
Choose a format and what to include.
Format
CSV
PDF
Excel
What to Include
Select All
Export
Cancel
Zapier
Direct QuickBooks connection: coming soon. Until then, Zapier carries it.
- Sends every change in Local Flow to Zapier as it happens.
- Your Zaps put it into QuickBooks, or anywhere else Zapier reaches.
- Nothing comes back in. Your books stay yours.
Where To Send It
Your Secret Key
—
Copy Key
Make A New Key
How Often
Live
Hourly
Nightly
Manual
What To Send
Feed
Save
Send Now
Send A Test Event
Status
Last run—
Last delivered—
Sent, last 24 hours—
Waiting—
Failed—
QuickBooks IDs on file—
Return Door For QuickBooks IDs
—
Copy Address
QuickBooks
- Sends your customers, invoices, payments and expenses straight into QuickBooks.
- No Zapier, no extra monthly bill.
- Nothing comes back in. Your books stay yours.
Connect To QuickBooks
Connected
Company—
Connected on—
This is Intuit's practice company, not your real books.
How Often
Live
Hourly
Nightly
Manual
What To Send
Sync
Save
Sync Now
Status
Last run—
Last sent—
Sent, last 24 hours—
Waiting—
Failed—
QuickBooks IDs on file—
Disconnect
Disconnect QuickBooks
Morning Brief
- Every morning, one message in the team chat: today's appointments, who owes you, estimates waiting, new chat, plan visits this week.
- Posted under your name, so the whole crew sees it where they already look.
When
What To Include
Save
Send One Now
Status
Last sent—
Board
- A To Do / Doing / Done board for the things that are not appointments — marketing, hiring, trucks, parts, office.
- Everyone on the team sees it and can add to it. Only you or an admin can delete a card.
- When it is on, a Board square sits in the top bar next to your company name.
On / Off
Save
Status
Cards—
Labels—
Video & Photo Storage
- Videos, photos and documents all count against the same allowance. Every account includes 25 GB.
- We never delete your videos or photos. Only you or an admin can, from here or from the appointment.
- Videos are kept forever unless you set a limit below.
Used
—
What Is Taking The Space
Videos—
Photos—
Documents—
Keep Videos For
30 Days
90 Days
180 Days
1 Year
Forever
Free Up Space
Delete videos older than 90 days—
Delete videos older than a year—
More Storage
Storage plans
Claude
- Ask Claude about this business — customers, appointments, money, messages.
- Claude can save notes, tag customers, add checklist items and post team messages. It cannot book, delete or move money.
- Needs a paid Claude plan (Pro or higher).
Connect
1. In Claude, open Settings › Connectors › Add custom connector and paste this address.
https://local-flow.app/mcp
Copy Address
2. When Claude asks you to sign in, tap Connect Claude here and type the code it shows you.
Connect Claude
—
Good for10 minutes
Connected
Notes Claude Saved
Checklist Items Claude Added
Notifications
Appointment
Edit
Follow-Up
Edit
Review
Edit
Payment
Edit
Referral
Edit
Reactivate
Edit
Paperwork
Edit
Insurance Claims
Edit
Permits
Edit
Next Service
Edit
Alerts For You
Missed Appointments
Mute Message Notifications
Review Voice Messages Before Sending
Account Notices From Local Flow
Also Email Me These
Also Text Me These
Trial, billing and plan notices always appear in Notifications › Internal. Sign-in and account-deletion warnings are always emailed as well, because they are about getting back into your account.
Tax & Tip
Tip
Cancel
Save Changes
Employees
Current Plan
Small Team
$79
Monthly
2–5 team members · Tap to manage
Payroll
Vehicles & Gas Cards
Quick Messages
Team Members 0
Pending Invites 0
+ Add Team Member
Payroll
Pay Period
Weekly
Biweekly
Semimonthly
Monthly
Period Starts On
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Pay Days (Day Of Month)
Commission Counts Toward A Period When The Appointment Is...
Paid
Completed
Payroll Report
Time Off Requests
Save
Vehicles & Gas Cards
Fuel
Fuel History
Whole team can see fuel spend
Techs can log gas
Vehicles
+ Add Vehicle
Company Gas Cards
+ Add Company Card
Fuel History
Week
Month
90 Days
Year
—
Today
By Vehicle
By Team Member
Fill-Ups 0
Quick Messages
A short list of ready-to-send messages your team can use with one tap when
messaging each other. Keep it small — a handful of the things you say most.
+ Add Quick Message
Payroll Report
—
Payroll History ›
No active employees with a pay type set yet — set Pay for each team member first.
Approve Pay Period
Export CSV
Payroll History
No pay periods approved yet.
Close
Time Off Requests
No pending requests.
Close
Request Time Off
All Day
Part Of A Day
First day
Full
½
Last day
Full
½
Pick your dates
Half Day
Submit Request
Cancel
My Info
Save
Cancel
Clock History
Day
Week
Month
Year
Custom
—
No clock-ins yet.
Close
Pay History
No approved pay periods yet.
Close
Add Team Member
Name is required.
Employee
Their own appointments
Team Lead
Their whole team’s day
Manager
All teams, no financial reports
Admin
Everything but billing & reports
Text
Email
QR Code
Enter a valid phone number.
Send Invite
Categories
This business runs one category, so there is nothing to assign.
Save
Appointment Types
This business has no appointment types yet.
Turn none on and they work every type.
Save
Skills
No active services yet — add some from Settings > Services first.
Save
Hours
Custom Hours For This Person
Working Days (leave all off to use the business's own days)
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Save
Pay
Pay Type
Hourly
Commission
Both
Commission Based On
Appointment Revenue
Gross Profit (minus parts)
Per-Service Rate Overrides
Save
Service Rates
No active services yet — add some from Settings > Services first.
Save
PTO Balance
Save
Certifications, Languages & Counties
+ Add Certification
+ Add Language
+ Add County
Save
Invite Sent
Invite sent
Send Text
Have them scan this with their phone's camera
Copy
Done
Upgrade
Choose a plan that fits your business.
Your Current Plan
Small Team — $79/mo
Cancel Downgrade
Mode
Payment
Order Summary
PlanSmall Team
Team Members2–5 Team Members
Billed monthly$79.00
Continue to Stripe Checkout
Success!
You're all set.
Plan—
Price—
Team members—
Next renewal—
Invoice
—
Close
Billing
Current Plan
—
Video & Photo Storage
Included · 25 GB
Included with every plan
Payment Method on File
No Card on File
Edit
Cancel Subscription
Cancel My Account
You'll keep access until your current billing cycle ends.
Cancel Subscription
Cancellation Scheduled
Access ends Aug 25, 2026.
Keep My Account
Account Has Been Canceled
Your subscription ended and this account is no longer active.
Dev-only preview screen, not a real login block. This is what the actual sign-in flow should show once that enforcement is built for real.
Reactivate My Account
Sign-In & Security
- Connect Google or Apple so you can sign in with either your phone number or that account going forward.
Signs In With
—
Google Account
Connect
Apple Account
Connect
Face ID
- Turning this on allows you to use Offline Mode.
- Turning it off requires an internet connection at all times.
Allow Offline Mode
My Start Address
Where You Start Your Day
Verify Address
Cancel
Save Changes
Customer Support History
Day
Week
Month
Year
All
All Time
×
Appointment Priority & Dispatch
Let Big Appointments Move Small Ones
Off means every booking respects the calendar exactly as it is, and a busy slot is always a hard stop.
An Appointment Counts As Big When
Anything under this is routine work, and routine work is what gets moved first.
Employees
Employee Count Alone Makes It Big
Off by default on purpose. On, any job needing that many employees can move other work — so a cheap two-employee duct clean could bump a full system install.
Emergencies
Leave at 0 for no surcharge. Check your state's rules before charging one — some regulate emergency pricing.
Save
Estimates
Offer Estimates
Estimate Fee
Charge An Estimate Fee
Apply Fee Toward Service
Defaults
Call Them
Estimates
Quotes
Customer Estimate View
Invoice Total
Detailed
Pricing Units
Add
Default Rates — Optional
Request-a-Quote Link
- Share this link with customers who want an instant AI-drafted estimate.
- They take a few guided photos and answer a couple quick questions.
- It lands in Growth → AI Quote Requests for your review before anything goes back to them.
—
Copy Link
Save
Smart Scheduler
Smart Scheduler On
Off hides the one-tap "Smart-Schedule the Best Time" button in New Booking -- manual scheduling always stays available either way.
Reserve Last Slot Of The Day
Never auto-books the last possible start time in a tech's day -- always leaves room for a same-day emergency. Manual booking can still use it.
Stop Warning Me About Double-Booking
Leave Time To Drive Between Appointments
Locating addresses
0%
Locate My Customers
Save
Social Media Links
Teams
- Group your team however you actually work.
- Picking a team on Work shows only their jobs, in List and Schedule.
- It never changes who you can book.
+ Create A Team
Devices
See which device each team member is signed in on, and update it if theirs changes.
Team SOS
Team SOS
How long a Team SOS request stays open waiting for a response before it times out.
Save
Legal
Legal Documents
Terms of Service
Privacy Policy
Customer Data Promise
Acceptable Use Policy
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Help
FAQs
How do I add a team member?
Go to Settings > My Team > Employees and tap Add Team Member. You can invite them by text, email, or QR code.
Can I use the app without internet?
Yes, if Offline Mode is allowed. Go to Settings > Account > Sign-In & Security and check the Allow Offline Mode switch.
How do I change my subscription plan?
Go to Settings > Account > Subscription & Billing to see your options and upgrade or downgrade anytime.
How do I enable Face ID?
Go to Settings > Account > Sign-In & Security and turn the Face ID switch on.
Who can see financial reports?
Only the Owner. Admins can't delete the account, change billing, or see financial reports and business revenue.
How do I handle a change of scope mid-appointment?
Tap Appointment Needs Updates on the assessment, or Customer Wants Changes during approval. Document what changed, with a photo. It goes through the same customer approval as the original quote (Update Invoice & Get Approval) and never silently edits the original line items: it is a documented, approved change.
Can my employees create change orders and take payment?
Yes. By default every employee can create a Change Order and collect payment on their own assigned appointments in real time. To turn that off for one person, go to Settings > My Team > Employees and open their name.
How does AI Photo-to-Quote work?
Customers can send photos through your Request-a-Quote link, or a tech can draft line items from a photo during an appointment. The AI’s draft always lands in Growth > AI Quote Requests for your review. Nothing goes to a customer until you check it and confirm.
Tutorials
Get Local Flow On Your Home Screen
List & Schedule Views
Add Customer
Customer Detail Page
Update a Customer
Schedule an Appointment
Smart-Schedule
Update a Scheduled Appointment
Process an Appointment
Supply Readiness
Couldn't Complete
Update Invoice & Get Approval
Invoice Detail Page
Insurance Claim
Discount
Photos
Equipment & Warranty
Team Split
Refund
Reminders
Notification History
Gas Log
Managing Your Team
Payments & Billing
Help
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- • It stays on until you turn it off.
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