The full platform, explained.
Nine deep categories — CRM, products, quotes, proofs, production, installs, invoicing, portal, and platform — with screenshots and proof points for each.
A CRM that actually knows what a sign order is.
Contacts, companies, locations, projects — linked the way a shop thinks. Every touch on one page.
When a customer calls, you don't need five tabs. Every action taken on their account is already in the thread — with who did it and when.
- Inbound web inquiry → round-robin assignment
- Billing + install address per location
- Attachments and notes, versioned with authorship
Probability, owner, expected close — visible on one Kanban.
Quote, proof, order, install, invoice — the same thread of work. Zero double-entry between apps.
Different people care about different things. Route reminders accordingly.
Web form → customer, project, and attachments created in one shot. Round-robin, source tagging, and dedup built in.
A product catalog that mirrors your shop floor.
Substrates, hardware, finishes, labor — priced once, reused everywhere. Your price book becomes your quoting superpower.
Set a base price, attach a waste factor, and your quotes will use it forever. Update the catalog and every future quote inherits.
- Sq-ft / linear-ft / sheet / piece pricing
- Labor rates per department
- Option groups (illumination, mounting, wraps)
Shops with a real price book quote in minutes, not hours. The catalog does the math — you pick the options.
Quotes customers actually read.
Sq-ft, linear-ft, sheet, and piece pricing mix on one quote. Branded PDFs and live web proposals with one-click approval.
Start from a template or a previous quote. Line items pull from the price book. Waste factor, markup, and tax just work.
Measured across shops that moved from email + PDFs to Flowtora proposals.
Chase fewer approvals. Lose zero rounds.
Share proofs via link, capture annotated sign-offs, keep every round in one thread. Customer sees a clean portal — not five forwarded emails.
No tools to install. Your customer gets a link, leaves their notes, and signs off when it's right. Every round is archived with a locked audit trail.
- Pin, comment, strike markup tools
- Side-by-side round comparison
- Legally-sufficient typed e-signature
Customers see one link, one thread, one source of truth. Fewer "which PDF is latest?" moments during approval week.
A production board every department actually opens.
Department queues for router, print, vinyl, finishing, and install — each with the fields that department cares about.
Leads see what's theirs. Owners see the whole floor. Jobs flow through print → finish → QC based on what they need, not a generic kanban.
Jobs don't stall silently. When a job sits past its target dwell in a department, it floats to the top.
Route the crew, capture the install, push to billing.
The field app runs on any phone. Today's stops with routing, photos, signature on site, and a push-to-bill trigger when install completes.
Day view with route-optimized stop order and travel estimates. Before/after photos with required-photo enforcement. GPS-stamped sign-off that triggers the balance invoice.
- Route-optimized day view
- Required photo checklist per install
- On-site customer signature
Completion, photos, signature, and material reconciliation all go through the app. The office sees the install the moment it ends.
Deposits on the quote, balance on the install, paid in full.
Invoice from the same record. Card + ACH through the portal. AR aging lives in one dashboard — no spreadsheet reconciliation.
Deposit invoice auto-created when quote is approved. Balance invoice auto-created when install completes. Customers pay in the portal.
Shops that moved from "net-30, hope for the best" to deposit-on-approval see immediate AR improvement.
A customer portal that looks like your shop, not ours.
Branded subdomain, your logo, your colors. Customers see their quotes, proofs, invoices, and install status in one place.
Logo, palette, and hero copy per workspace. Custom domain with automatic TLS on the Pro plan. The portal reads as your shop; the tech disappears.
- Per-tenant logo + palette
- Custom domain + TLS
- Tenant-scoped login + password reset emails
The phone calls drop off. Customers pull up their own history. Your rep only gets the calls that actually matter.
The cross-cutting pieces that make it work at scale.
RBAC, multi-location, API, audit log — the boring-but-essential infrastructure every growing shop needs.
Granular permissions per role, with branch scoping on Enterprise. The audit log captures every create, update, and delete with user + timestamp.
- Role + permission matrix
- Branch scoping (Enterprise)
- Immutable audit log
Encryption at rest, TLS in flight, per-tenant data isolation, and a public security page you can forward to your buyer's IT team.
What you get that the patchwork can't.
Most shops we talk to are piecing together 3–4 tools. Here's how a single purpose-built platform stacks against that.
| Capability | Flowtora One platform | Spreadsheets + email | Generic CRM |
|---|---|---|---|
One record from quote to install Customer, quote, proof, order, invoice — same thread. | ✓ Every object linked by design. | ✗ Silos + CSV exports. | ~ Customer + quote, not production. |
Built-in proofing & versioned approvals Send proof, capture signature, keep every round. | ✓ First-class, audit trail included. | ✗ Email threads + shared drives. | ~ Add-on, limited history. |
Shop-floor production board Department queues, checklist-driven jobs, time tracked. | ✓ Per-department routing, out of the box. | ✗ Whiteboard in the back. | ~ Kanban, but no station logic. |
Install field app (phone-first) Crew executes checklist, photo-tags the job, gets sig. | ✓ Same account, same record. | ✗ Text messages + camera roll. | ✗ Add a second app. |
Deposits + balance from one order Card, ACH, reconciled against the order. | ✓ One-click invoice → paid. | ~ Invoice tool, no linkage. | ~ Separate billing module. |
Multi-location, branch-scoped Per-branch catalogs, shared reporting roll-up. | ✓ Designed in. | ✗ One sheet per shop. | ~ Workspaces, no branch scoping. |
Branded customer portal Your logo, your subdomain, one login. | ✓ Tenant-branded, custom domain. | ✗ Portal? What portal. | ~ Generic, not tenant-branded. |
Open API + webhooks REST for every entity, webhook for every event. | ✓ Documented + versioned. | ✗ Copy-paste only. | ~ Some endpoints, no webhooks. |
SOC-2 path + audit log Documented controls, immutable audit trail. | ✓ Public security page + log. | ✗ Not in scope. | ~ Log, no security page. |
Honest, no-hidden-tier pricing Every plan, every feature, visible. | ✓ Same for year 1 and year 3. | ✓ Free. | ~ Enterprise = 'call us'. |
Import & export, always CSV in, CSV out, any time. | ✓ Your data stays yours. | ✓ It's a spreadsheet. | ~ Export-on-cancel only. |
Built for shops, not agencies The vocabulary and workflows match how you actually work. | ✓ Purpose-built from day one. | ~ You customize it yourself. | ✗ Generic SaaS vocabulary. |
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