Choose the workflow shape
Start with Repair Business, Appointment Services, or Field Services so the rollout already matches the way the team operates.
Onboarding and migration
Launch FlowMotive with a rollout your team can follow.
Manage customers, jobs, scheduling, parts, quotes, invoices and payment follow-up from one connected FlowMotive workspace. Start with the right workflow, decide what needs to move, and give the team one clear operating path for the first live week.
3workflow presets
1 weekto a useful live rhythm
Clearmigration decisions first
Rollout sequence
A practical onboarding path.
Choose the shape, trim the workspace, set the defaults, then launch the operating flow the team needs most.
Trim to the right modules
Turn on only the pages, messaging, and admin controls that matter for the workspace so the first live version feels focused.
Shape branding and defaults
Apply the workspace look, billing settings, staff access, and templates before the team begins real day-to-day use.
Go live with a working path
Launch with the board, calendar, or work-order flow that matters first, then grow into deeper modules over time.
Migration guidance
Move what the first live week actually needs.
A clean migration is rarely everything. Keep the active records and context that help the team work, then leave stale habits behind.
Usually worth migrating
- Active customers, clients, or site records
- Current jobs, appointments, or work orders that are still live
- Open invoices and the practical billing context around them
Usually worth cleaning up first
- Duplicate contacts or stale archived records
- Old templates and messaging that no longer reflect the current business
- Legacy workflow steps that staff only keep alive out of habit
Best decided during tailored setup
- How much history needs to be visible on day one
- Which modules should be live immediately versus later
- Whether the team needs a minimal start or a fuller rollout from the start
First live week
Build a working rhythm before adding more.
The goal is a calmer operating picture, not a perfect final-state setup on day one.
Day 1
Open the live dashboard or calendar in the right preset and walk the team through the main operating path they will use most often.
Day 2-3
Start capturing real work in the board, calendar, or field workflow while tightening templates, statuses, and staff habits.
Day 4-5
Confirm invoicing, reminders, notes, and support paths are working cleanly so the team feels confident using the system for real work.
Talk through your rollout
Map the workflow, migration, and first live screens together.
Confirm the business shape, plan fit, migration scope, and the first screens the team should use before setup begins.
Migration support
Request an onboarding and migration walkthrough
Tell us your business type, what you are replacing, and what you would want migrated first.