As i flow CRM

As i flow CRM is built for solo tradespeople and field service operators: plumbers, electricians, handymen, cleaners, gardeners and anyone who runs their business from an iPad or iPhone.

There is no account to create and nothing to sign in to. Your client list, jobs and invoices are stored on your device, encrypted, and never uploaded to us.

CLIENTS
• Every client in one place: contact details, jobs, quotes, invoices, photos and notes
• A timeline of calls, emails, meetings and notes for each client
• Tap to call, text or email, and the call is logged for you
• Scan a business card to add a new client in seconds (read on your device)
• Import clients, products and expenses from CSV files, with a preview first. Subscribers can import past jobs and invoices too

JOBS AND TASKS
• Track every job from lead to done
• Board view: drag jobs between status columns, or move several at once
• Attach before/after photos to jobs and clients
• Tasks with due dates, plus one-tap "Add to calendar"

QUOTES AND INVOICES
• Three invoice designs to choose from (Classic, Modern or Bold) with your own accent colour, and a live preview as you build each invoice
• Your logo and business details on every invoice: ABN or tax number, address, phone, email and website
• "Tax invoice" wording and your tax number printed automatically where the law requires it (Australia and New Zealand)
• Bank details and a scan-to-pay QR code for your own Stripe, PayPal or Square link
• Turn an accepted quote into an invoice in one tap
• Save the products and services you bill often, with your country's tax label and currency (GST, VAT, sales tax)
• Share as PDF, or email straight from the app using your own email account
• Automatic numbering and paid/unpaid/overdue tracking

GET PAID ON TIME
• A Today screen showing what needs attention: jobs due, quotes waiting for a reply and overdue invoices
• Follow-up reminders for quotes that have gone quiet
• Ready-to-send reminder messages for overdue invoices
• Due-date notifications, scheduled on your device

MONEY AND REPORTS
• Record expenses by category and subcategory, with a ready-made list for trades (materials, vehicle, tools, insurance and more), and add your own
• Reports for this month, last month, this quarter, this tax year or any date range
• GST/VAT summary with sales before tax, tax collected and every paid invoice listed
• Revenue, expenses, aged receivables (who owes you and for how long), sales by client, sales by item and quotes won
• Every report prints or shares as a multi-page PDF with proper tables, totals, your business details and page numbers, ready to hand to your accountant

PRIVATE BY DESIGN
• No account, no sign-in, no tracking and no ads
• Encrypted database on your device
• Encrypted backups that you save wherever you choose (subscription)
• Optional app lock with Face ID, Touch ID or your device passcode

MADE FOR iPAD, WORKS ON iPHONE
Built for an iPad on the workbench or in the van, with your list and details side by side. On iPhone it switches to a simple one-screen layout.

FREE TRIAL AND SUBSCRIPTION
Try it free for 7 days, including up to 4 invoices. A monthly or yearly subscription unlocks unlimited invoices, backups and importing past invoices, and is needed to keep adding records after the trial. Your existing data and reports always stay available.

• As i flow CRM Monthly: US$7.99 per month
• As i flow CRM Yearly: US$69.99 per year
Payment is charged to your Apple ID account at confirmation of purchase. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Your account is charged for renewal within 24 hours before the end of the current period. You can manage or cancel subscriptions in your Apple ID account settings after purchase.

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://asiflowcrm.com/privacy-policy/

Questions or feedback: support@asiflowcrm.com