flowlyPRO
Mechanic

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Settings

Your business, invoices, jobs, texts and account. …
‹ Settings

Business

Business details

When customers reply to an invoice or health check email, it comes here.

Coming from Flowly Standard?

Your jobs, customers, vehicles and expenses can come across from the offline version in one go. It only runs once, and it does not touch your offline file.

Support

Need a hand, or have an idea? Message Luke on WhatsApp · 07514 202898

‹ Settings

Invoices & VAT

Logo

Printing & privacy

On printed documents
In your Google Business Profile, choose "Get more reviews" and copy the link it gives you. Nothing prints until it is filled in.

Invoicing

Only change this if you're carrying on a numbering sequence from somewhere else. It can only go up: it must be above the highest invoice number you've already used.

VAT

MOT test fees

An MOT test fee is outside the scope of VAT, so no VAT is charged on it. The rest of the job is unaffected. Which rule applies to you depends on whether you do the test yourself.

Export for your accountant

Two CSV files for a date range you choose, one button each: every invoice with its VAT breakdown, and every logged expense. For a spreadsheet or accounting software, not for Flowly Standard - use "Take your data out" above for that.

200 is Xero's usual Sales account. Saved with Save changes.
0 means due on the invoice date.

Each invoice becomes one line for labour and parts at its VAT rate, and one more for an MOT test fee outside the scope of VAT, if it has one. The VAT is the invoice's own figure. Payments aren't included, so the invoices arrive in Xero unpaid: mark them paid there, from your bank feed. In Xero, open Invoices, choose Import, and pick Tax exclusive when it asks. Importing the same dates twice puts the invoices in twice.

‹ Settings

Jobs

Jobs list

The tab you see when you open Jobs. The Dashboard's tiles still open their own.

Job types and packages

The types you can tick on a job, in this order. Link a package and ticking the type adds its lines too. Use the arrows (or drag on a computer) to reorder.

Hiding MOT only takes it off new jobs. It doesn't stop MOT reminder texts: that's "We don't do MOTs" on the Reminders page.

Packages

Save the work you do most. A package linked to a job type above is added when that type is ticked. One that isn't linked shows as its own button after the job types.

Labour
Parts

Leave the unit cost blank if it varies by car. The part comes onto the job marked Add price.

Rates

Health check

The list every new health check starts from.

Mobile work

The job page, Today's Jobs, the calendar and the technician's job card link all open it.

Job cards

On screen

‹ Settings

Texts & reminders

Where these live

‹ Settings

Account

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Account

Password Optional. Set one and you can sign in on any device without waiting for an emailed link. The link keeps working either way.
At least 12 characters. A few words strung together works well.
Sign out You can get back in with an emailed link, or with your password if you've set one.

Take your data out

Downloads everything in this account as a backup file that Flowly Standard, the offline version, can open directly: customers, vehicles, jobs, invoices, expenses and your settings. Nothing here is changed or removed, and you can do it as often as you like.

Job photos are included in the file. Health checks, text message history and consent records, and reg lookup history stay here, because Standard has nowhere to put them. Tyre and brake readings, invoice notes and payment methods all come across.

An idea for Flowly Pro, or something that gets in your way. It goes straight to Luke.

Unsaved changes
Payments Jobs
Reg Lookup Job Cards
SettingsBusiness, invoices, plan