What's new in Flowtora.
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Business onboarding, activation score, and sample data
onboardingactivationNew workspaces now get smart defaults based on the shop type they pick — a sign shop starts with 50% deposit and NET_30, a print shop with 30% deposit and NET_15. You can adjust any default anytime, but we stop making you fish for the right answer on day one.
Replaced the old onboarding checklist with an activation score (0–100) and a next-best-action suggestion on the dashboard. Owners who want a faster start can load a demo shop with realistic customers, products, quotes, orders, and invoices in one click; clear it just as fast when you're ready to go live.
Non-admin members get a one-time welcome card on first sign-in so designers and installers aren't just dropped into a dashboard with no orientation.
Command palette, pinned records, and cross-tenant switching
navproductivity⌘K opens a palette for jumping to customers, quotes, orders, invoices, and settings without the cursor leaving the keyboard. Pin the records you touch daily and they show up first.
Users who belong to multiple workspaces can switch between them from the top-right menu without logging out.
Per-branch location scoping
multi-locationFranchise and multi-location shops can now scope a member to specific branches. The member only sees customers, quotes, orders, and invoices that belong to branches they're assigned to — no cross-branch leakage, no flimsy filtering layer on top of shared data.
Proof workflow with versioned history
proofsThe proofing system now tracks every round of a proof as a distinct version. Customers click once to approve; if they request changes, the new version is appended to the history rather than overwriting. You can see who approved what and when, even six months later.
Installer field app + GPS-tagged photo capture
installThe install crew now runs the job from their phone: arrive, capture photos of the pre-install condition, execute the checklist, capture the customer signature, and submit. Photos carry GPS stamps and upload silently in the background — no “did the install actually happen?” ambiguity.