The plan follows your technicians. With one active technician you are on Solo truck. The moment you mark a second person as a technician you are on Unlimited, and if you drop back to one, so does the price. Changes are prorated on the next invoice. Office staff, dispatchers and the owner (if not in the field) never count.

Can I add techs for the summer and remove them in the fall?

Yes. Unlimited means unlimited: add as many as the season needs at no extra cost. Go back to one technician in the fall and you are back on Solo truck on the next invoice. Nothing to call us about.

What does one location mean?

One company working out of one shop or yard, with one schedule and one set of books. If you run separate branches with their own crews, email us and we will talk.

How does the free trial work?

Every feature for 30 days, no card. If you subscribe before the trial ends you are not charged until it does. When it ends without a subscription, your company becomes read-only: everything stays there to read and export, and changes resume the moment you subscribe.

Is there a money-back guarantee?

Yes. If Flow CRM is not working out, email us within 30 days of your first paid invoice and we refund it.

All major credit cards, through Stripe. Pay monthly, or pay annually and save 20%. Cancel any time from the billing page.

Are there fees on the payments my customers make?

Customers pay invoices by card through your own Stripe account, so Stripe's standard card fee comes out of each payout and the money goes straight to your bank. Flow CRM adds no fee on top, and cash and checks you record cost nothing.

What happens to my data if I cancel?

You keep full access until the end of the period you paid for. After that your records stay readable for 90 days so you can export them or come back, and then they are deleted.

Two plans. One truck, or all of them.

Every feature on both. One truck pays $49 a month; a whole crew at one location pays $299, however many trucks it runs.

Solo truck

One technician, usually the owner, plus whoever answers the phone.

$49 per month

Billed monthly. Cancel any time. $470.40 billed once a year. Save 20%.

1 technician
Office staff free
Every feature included
30-day free trial, no card

Start your free trial

Unlimited

Every technician at one location, however many trucks you run. Add techs for the summer, let them go in the fall; the price does not move.

$299 per month

Billed monthly. Cancel any time. $2,870.40 billed once a year. Save 20%.

Unlimited technicians at one location
Office staff free
Every feature included
30-day free trial, no card

Start your free trial

You never pick a plan: one active technician is Solo truck, two or more is Unlimited, and the switch is prorated on your next invoice. Prices in US dollars. Taxes may apply. 30-day money-back guarantee on your first paid month.

What you get on both

There is nothing to upgrade to. Solo truck and Unlimited are the same product; the only difference is how many technicians it covers.

Feature	Solo truck	Unlimited
Customer records with equipment, serials, warranty dates and the data-plate photo	Included	Included
Several service addresses per customer, for landlords and property managers	Included	Included
Good/better/best quotes signed online from the driveway, with a warranty check before you quote a part	Included	Included
Jobs board, schedule and nearest-technician dispatch, with two technicians on a changeout	Included	Included
Maintenance agreements with visits and renewals	Included	Included
Commercial agreements covering several units, billed monthly or quarterly to the card on file	Included	Included
Spring tune-up, fall furnace check and filter reminders	Included	Included
Customer booking link in every reminder	Included	Included
Text messages that match every email: on the way, visit booked, invoice ready, with STOP handled for you	Included	Included
Invoices from the job in one tap, with a Pay now button for card payments through your own Stripe account	Included	Included
Deposits on quotes and cards kept on file for agreement renewals	Included	Included
Cash and check payments recorded at the door, overdue reminders that send themselves	Included	Included
QuickBooks Online sync for customers, invoices and payments	Included	Included
Price book with good/better/best quote templates	Included	Included
Job checklists that flag out-of-range readings and turn them into a quote	Included	Included
Call intake with lead sources, so you know what brings the phone to ring	Included	Included
Technician clock-in and timesheets with a payroll CSV	Included	Included
A customer portal: equipment, visits, invoices, pay online and book a visit	Included	Included
Review requests after the invoice is paid	Included	Included
A Monday digest of revenue, balances, expiring agreements and jobs to invoice	Included	Included
Job notes and photos from the field	Included	Included
CSV import of customers, equipment and agreements, with help from us	Included	Included
Unlimited customers, quotes and office users	Included	Included
Email support from people who know the trade	Included	Included
Technicians	1	Unlimited, at one location

Not in Flow CRM yet

So you can decide with the full picture.

A native app with offline access (runs in the phone browser)
Inventory and purchase orders

Who Flow CRM is not for

Multi-trade shops that need plumbing, electrical and HVAC in one tool. Flow CRM only knows HVAC.
Contractors with several locations who need call tracking, payroll and inventory across all of them. That is ServiceTitan territory.
Shops that need built-in payroll, inventory or call tracking. Flow CRM leaves the books to your accounting software.

Pricing questions

Which plan am I on?: The plan follows your technicians. With one active technician you are on Solo truck. The moment you mark a second person as a technician you are on Unlimited, and if you drop back to one, so does the price. Changes are prorated on the next invoice. Office staff, dispatchers and the owner (if not in the field) never count.
Can I add techs for the summer and remove them in the fall?: Yes. Unlimited means unlimited: add as many as the season needs at no extra cost. Go back to one technician in the fall and you are back on Solo truck on the next invoice. Nothing to call us about.
What does one location mean?: One company working out of one shop or yard, with one schedule and one set of books. If you run separate branches with their own crews, email us and we will talk.
How does the free trial work?: Every feature for 30 days, no card. If you subscribe before the trial ends you are not charged until it does. When it ends without a subscription, your company becomes read-only: everything stays there to read and export, and changes resume the moment you subscribe.
Is there a money-back guarantee?: Yes. If Flow CRM is not working out, email us within 30 days of your first paid invoice and we refund it.
How do I pay?: All major credit cards, through Stripe. Pay monthly, or pay annually and save 20%. Cancel any time from the billing page.
Are there fees on the payments my customers make?: Customers pay invoices by card through your own Stripe account, so Stripe's standard card fee comes out of each payout and the money goes straight to your bank. Flow CRM adds no fee on top, and cash and checks you record cost nothing.
What happens to my data if I cancel?: You keep full access until the end of the period you paid for. After that your records stay readable for 90 days so you can export them or come back, and then they are deleted.

Comparing tools? Flow CRM vs Jobber · Flow CRM vs Housecall Pro · Flow CRM vs ServiceTitan

Try it on real jobs for 30 days.

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