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
• Labels, tasks, and corrections
• Files, service notes, activity, contacts, supplier orders, measurement orders, and invoice links

The service page is organized into tabs such as Overview, Measurements, Materials, Files, Billing, and Corrections (plus Proposals when proposals are enabled for your organization).

Creating Services Quickly

Use the Create new menu to add a New service, New customer, or New technician from anywhere in the app. The new service form lets you set who, what, and when in one place, and can route the job to a technician automatically when your markets are set up for it.

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.

Services List and Board

The Services page can be viewed as a list or a board, grouped by status, type, customer, or technician. You can save views, choose which columns or card fields appear (including Labels), and filter by status group, label, and customer, including services that have no customer yet.

On the board, select several services to use the bulk action bar. You can change the customer, status, service type, or schedule for all of them, or add a technician to all of them without removing the technicians already assigned. A quick menu on each card also lets you change status, assign technicians, or copy a link to the service.

Assigning Technicians

Assign technicians or crews from the service. If a service has no technician and its market has auto assignment turned on, an auto-assign button on the service will pick the eligible technician with the fewest jobs and the most efficient route. Turn this on per market under Settings > Markets > Auto assignments, where you can also decide whether auto assignment may go over a technician's capacity. Technician added and removed events are recorded in the service's activity.

Activity, Messages, and Email

The activity panel combines team messages, status and assignment changes, and the email log for the service. You can write messages, mention teammates, and react to messages. Use it as the running record of what happened on the job.

Scheduling a Service

Set the date, time window, and duration on the service. If the customer should pick their own time, create a scheduling link from the service; see Customer Scheduling Portal. Conflicts caused by overbooking are flagged in Scheduling Conflicts.

Tasks and Labels

Add labels to a service to make it easy to spot, and create tasks to give follow-ups an owner. See Tasks and Labels.

Corrections

If work needs to be redone or fixed, open the Corrections tab on the service and select Request Correction. Describe what needs to be corrected, attach supporting files, set how many hours the technician has to respond, and optionally require the technician to include at least one file. Who can see, create, edit, and assign corrections depends on role permissions; see Users, Roles, and Permissions.

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 you edit, complete, cancel, or delete recurring work, Cloudflow asks whether the change applies to only this occurrence, this and all future occurrences, or the whole series. Technician assignments carry through to the occurrences you choose.

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.