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Admin Dashboard
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Excellence in Every Service Call
Administrator
Thursday, Jul 9
4:19 AM
Forms
Build, version, and assign smart forms — these are the forms techs see on every call.
Access Service Workflows
As admin, you can access all service workflows to create reports or review the forms.
Create New Technician
Create Admin, Manager, or Lead Technician
Technicians
Add technicians from the .
All Service Reports
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Delete Reports
Enter a Report ID to permanently delete it from the database. This action cannot be undone.
Recent Reports (for reference)
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Inventory Transfers
Move stock between shops and vehicles, or receive new shipments from vendors. Quantities and thresholds stay independent at each location.
Inventory Export
Download tenant-safe CSV reports for shops, vehicles, the master catalog, low-stock items, and shipment history.
Purchase Orders
Generate POs from any shop's restock sheet, group by category, and roll receipts straight back into inventory. Drafts can be edited, sent, received, or cancelled — and the whole thing prints clean.
Fleet & Vehicle Inventory
Every item across every vehicle in one place. Tap a row to adjust stock or thresholds.
Manage vehicles & per-van detailsexpand to add a vehicle or open a tech's van
Shop Inventory
Every item across every shop location. Tap a row to adjust stock or thresholds.
Manage shop locations (advanced)expand to rename or delete shops
Manage Locations
View each location and the employees working out of it.
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Roles & Permissions
Browse every user grouped by role. Tap a user to fine-tune their permissions.
Your data is secure
Field Flow PRO is built so your jobs, customers, and reports stay yours — period.
Role-based access — admins, dispatchers, and techs only see what they need.
Company-isolated data — your records are never visible to another company.
Encrypted backups — managed cloud storage with daily backups.
Export anytime — your reports are always one click away as PDF or CSV.
Company Branding
Customize the company name, tagline, and logo shown at the top of every service report.
Push Notifications
Get instant alerts for new drafts, inventory low-stock, password-reset requests, and shift updates — right to your home screen.
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Account Security
If you've lost a phone or suspect someone has access to your account, sign out of every device at once. You'll have to log back in on this one.
Passkeys (Face ID / Touch ID)
Sign in faster on your phone or laptop with Face ID, Touch ID, or a security key. Your passkey stays on the device — no password to type, nothing to phish.
Passkeys aren't supported in this browser. Open Field Flow on iPhone, iPad, or any modern Chrome/Safari/Edge browser to enroll.
Import Data
Bring in customers, jobs, parts catalog, or a bulk archive of customer photos. Every import is auto-mapped, previewed, and reversible.
Customers · CSV/XLSX
Jobs · CSV/XLSX
Inventory · CSV/XLSX
Photos · ZIP
Delete Account
Permanently close your account and remove your personal data from TechFlow Pro. If you're the last admin on a company, this will also wind down the company's data. A member of our team will confirm by email within 3 business days before anything is deleted.
All Drafts
View and manage all saved drafts from all users.
Dispatch Board
Schedule calls, assign technicians, and track jobs.
Jul 5 – 11, 2026
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Your assigned jobs for the next 7 days.
Customer Database
Search customers, view full job and report history, manage equipment installed at each property.
Pick a customer from the list to see their full history.
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Field Flow
Plumbing, Heating & Cooling
Welcome, Technician!
Excellence in Every Service Call
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Parts Tracked
Select Service Type
Choose the service you'll be performing today
Every job auto-saves · Never lose a report
Parts tracked in real time · Every call documented
Your full service history at your fingertips
My Service Reports
View your past service calls and reports
Field Flow
Plumbing, Heating & Cooling
Field Flow
Plumbing, Heating & Cooling
Plumbing Service
Maintenance Visit- Complete plumbing service documentation
CUSTOMER INFORMATION
💡 Tip: Select a Service Type below to show only relevant inspection fields. You can always switch to "General Plumbing" to see all sections.
WATER HEATER SERVICE
Water Heater Details
Visual Inspection
Burner/Element & Controls
Gas System (Gas Units Only)
Water Connections & Performance
Readings & Measurements
Maintenance Performed
FIXTURE REPAIR/INSTALL
Sinks & Faucets
Toilets
Showers & Tubs
Work Performed
DRAIN CLEANING / SEWER LINE SERVICE
Problem Assessment
Access & Inspection
Blockage Details
Work Performed
LEAK REPAIR / WATER LINE SERVICE
Leak Assessment
Water System
Readings
Repair Details
RE-PIPING SERVICE
Scope of Work
Existing Pipe Information
New Pipe Specifications
Work Details
Testing & Inspection
System Performance
Completion Details
BACKFLOW PREVENTION
Device Information
Testing & Certification
Test Results
Device Condition
WATER FILTRATION / SOFTENER
System Type
Water Testing (If Applicable)
System Condition & Maintenance
GAS LINE SERVICE
Gas System Information
Safety & Testing
Inspection Results
SUMP PUMP SERVICE
Pump Information
System Testing
Performance & Condition
GARBAGE DISPOSAL SERVICE
Disposal Information
Operation & Testing
Connections & Condition
OTHER PLUMBING SYSTEMS
Appliance Connections
SERVICE NOTES & RECOMMENDATIONS
SERVICE PHOTOS
Add photos documenting system condition, issues found, and work performed.
Plumbing Inventory
Inventory Management- Track plumbing van stock levels
TECHNICIAN INFO
Enter your name to save and load your personal inventory. Each technician maintains their own stock levels.
Plumbing Estimate
CUSTOMER INFORMATION
WATER HEATER - TECHNICAL ASSESSMENT
Existing Unit Information
Installation Space & Measurements
Electrical System (For Electric/Hybrid Units)
Gas System (For Gas Units)
Venting System (For Combustion Units)
Water Connections
Replacement Unit Specifications
Code & Compliance
FIXTURE INSTALLATION
RE-PIPING PROJECT
DRAIN CLEANING
SEWER LINE REPAIR
GAS LINE WORK - TECHNICAL ASSESSMENT
Service Type & Scope
Gas Line Specifications
Route & Access
Existing Gas System
Safety & Compliance
BACKFLOW PREVENTION - ASSESSMENT & TESTING
Service Type
Existing Device Information
Testing Results (If Testing)
Repair/Replacement Needed
Compliance & Certification
WATER TREATMENT SYSTEMS - TECHNICAL ASSESSMENT
System Type & Purpose
Water Quality Data
Existing System (If Applicable)
Installation Specifications
Household Information
Recommended System
SUMP PUMP SYSTEM - TECHNICAL ASSESSMENT
Service Type & Current System
Existing Pump Information (If Applicable)
Sump Basin & Pit
Discharge System
Electrical System
Battery Backup System (If Applicable)
Recommended System Specifications
GARBAGE DISPOSAL - INSTALLATION/REPLACEMENT
Service Type
Existing Disposal (If Applicable)
Sink & Mounting
Electrical Requirements
Drain System
Recommended Specifications
HOT WATER RECIRCULATION SYSTEM
System Type & Purpose
Building Information
Existing Pump (If Applicable)
Piping System
Electrical & Controls
Recommended System
PRESSURE REGULATOR - ASSESSMENT & INSTALLATION
Service Type
Water Pressure Readings
Existing Regulator (If Present)
Installation Location & Access
Symptoms & Related Issues
Recommended Specifications
WATER MAIN SERVICE LINE
Service Type
Existing Water Main
Service Line Route & Measurements
Site Conditions & Obstacles
Water Service Details
Proposed Replacement Specifications
Permits & Coordination
BATHROOM REMODEL - PLUMBING SCOPE
Project Scope
Toilet
Shower/Tub
Vanity/Sink
Additional Features
Existing Plumbing System
Project Details
KITCHEN REMODEL - PLUMBING SCOPE
Project Scope
Main Kitchen Sink
Appliances & Equipment
Island Plumbing (If Applicable)
Supply & Drain System
Gas Appliances
Project Coordination
OUTDOOR PLUMBING - ASSESSMENT
Service Type
Hose Bibs / Outdoor Faucets
Irrigation/Sprinkler Connection
Supply Line Route
Special Outdoor Features
EMERGENCY SHUT-OFF VALVES
Service Type & Scope
Main Water Shut-off
Fixture Shut-off Valves
Appliance Shut-off Valves
Smart/Automatic Shut-off Systems
SCOPE OF WORK ADDITIONAL NOTES
Use the saved pre-install data to generate a tiered customer quote.
Select a System Type above to reveal the matching equipment fields. Systems with a Heat Pump will not show Condenser fields (and vice versa) — only the relevant outdoor unit is asked for.
Furnace
Air Handler
Outdoor Unit / Condenser
Heat Pump
Indoor Coil / Evaporator
Swamp Cooler
Package Unit
Gas Package Unit
Electric Heat Pump Package
FURNACE CHECKLIST
Equipment Details
Visual Inspection
Safety Checks
Capacitor Readings
Amp Readings
Static Pressure
Temperature Readings
Electrical & Gas
A/C CONDENSER CHECKLIST
Equipment Details
Visual Inspection
Safety Checks
Capacitor Readings
Amp Readings
Temperature & Pressure Readings
HEAT PUMP CHECKLIST
Equipment Details
Visual Inspection
Safety Checks
Capacitor Readings
Amp Readings
Temperature Readings
Pressure Readings
AIR HANDLER CHECKLIST
Air Handler Details
Visual Inspection
Capacitor Readings
Blower Readings
Heating Section (Optional)
PACKAGE UNIT CHECKLIST
Package Unit Details
Visual Inspection
Readings
SWAMP COOLER CHECKLIST
Equipment Details
Visual Inspection
Safety & Operation Checks
Electrical Readings
Temperature Readings
GAS PACKAGE UNIT CHECKLIST
System Information
Visual Inspection - Heating Components
Safety & Installation - Heating Side
Capacitor Readings - Heating Components
Amp Readings - Heating Components
Static Pressure Readings
Temperature Readings - Heating Mode
Electrical & Gas Readings
Visual Inspection - Cooling Components
Safety & Installation - Cooling Side
Capacitor Readings - Cooling Components
Amp Readings - Cooling Components
Temperature & Pressure - Cooling Mode
ELECTRIC HEAT PUMP PACKAGE CHECKLIST
System Information
Visual Inspection - Indoor Components
Blower & Airflow Readings
Auxiliary Heating (Electric Heat Strips)
Visual Inspection - Outdoor Components
Safety & Installation Checks
Capacitor Readings
Amp Readings
Temperature Readings
Pressure Readings
PHOTOS
Add photos documenting system condition, issues found, and work performed.
TECHNICIAN NOTES
Van Inventory
Inventory Management- Track service van stock levels
TECHNICIAN INFO
Enter your name to save and load your personal inventory. Each tech maintains their own stock levels.
Enter your name to load your inventory
Repair
Repair Ticket- Diagnose, fix, log parts, close out
CUSTOMER INFORMATION
PROBLEM REPORTED
DIAGNOSIS
Pick a Type of Repair above and the relevant measurement inputs will appear here.
RESOLUTION
PARTS USED
Parts selected here are tied to this customer, and automatically subtracted from your van inventory when the report is saved.
No parts added yet. Select a part above and click "Add Part".
Parts you used today that aren't in the dropdown above — special-order parts you picked up, untracked stock, etc. Free-text. These are NOT subtracted from inventory.
PARTS USED (TRACKED INVENTORY)
Parts selected here are tied to this customer, and automatically subtracted from your van inventory when the report is saved. The free-text "Parts Used" textarea above is just for extra notes.
No parts added yet. Select a part above and click "Add Part".
Parts you used today that aren't in the dropdown above — special-order parts you picked up, untracked stock, etc. Free-text. These are NOT subtracted from inventory.
PARTS USED
Inventory picker couldn't load — log free-text parts here and the office will reconcile.
LABOR & WARRANTY
PHOTOS
Add before/after, problem area, model tags, error codes — anything worth a thousand words.
Tiered Bronze · Silver · Gold customer quote.
Quote / Site Survey
Quote / Site Survey Mode- Complete site survey & equipment documentation
CUSTOMER INFORMATION
FURNACE
AIR HANDLER
OUTDOOR UNIT (CONDENSER / HEAT PUMP)
EVAPORATOR COIL
PACKAGE UNIT
Select a package type (Gas or Electric) in "Type of System" above to reveal the right fields.
Gas Package Details
Electric / Heat Pump Package Details
Install Concerns
SWAMP COOLER
EQUIPMENT LOCATION & ACCESS
DUCTWORK
LINE SET & LINE HIDE
Package and swamp systems don't use a refrigerant line set. High Voltage Run Length is captured in the Electrical section.
ELECTRICAL
DRAIN & MOUNT PAD
Package units use their factory-attached condensate drain. The only site-specific drain data we need is PVC run length (above) and the P-Trap Condition captured inside the Package Unit section.
GAS
SPECIAL REQUIREMENTS SALES NOTES SCOPE OF WORK
SITE MAP
Sketch the layout, mark equipment positions, or upload a photo of the space and annotate over it.
No site map yet.
Use the saved pre-install data to generate a tiered customer quote.
PDF preserves color & photos. Print is B&W to save ink.
