Services
Services are the center of Cloudflow. A service represents work that needs to be scheduled, assigned, tracked, documented, and often invoiced.
What a Service Contains
A service can include:
- Customer and service address
- Description, identifier, notes, and service type
- Status and previous status
- Start date, time window, duration, and recurrence settings
- Assigned technicians or crews
- Market association
- Files, service notes, activity, contacts, supplier orders, measurement orders, and invoice links
Service Status Flow
Statuses should match your real operating process. Service types can define workflow expectations, required files, contact roles, and SLA behavior so each kind of job moves through the right steps.
Recurring Services
Recurring service support follows a calendar-style model. A recurrence template stores the pattern and default details; generated services are individual instances. When editing recurring work, decide whether the update applies only to one instance, future instances, or the full series.
External API Notes
The public API currently supports listing services, creating services, and fetching a service by ID. Expanded service fetches can include files, invoices, notes, and activity where requested.
Updated 12 days ago