Learn every module, one job at a time
Plain-language, step-by-step walkthroughs for each part of OpslyFlow. Follow along, screen by screen, from an empty form to a job that's done and billed.
How a job flows through OpslyFlow
One thing feeds the next — quote it, run it, schedule it, bill it, then read the numbers. Follow the line and you've learned the whole product.
Start here
Set up the two things every job leans on — your price book and your client list. Do these once and the rest gets faster.
How to Build Your Catalog in OpslyFlow
Your reusable price book. Load your common services once and watch them autofill across estimates, work orders, and invoices — no retyping, no guessing on price.
How to Add and Manage Clients in OpslyFlow
The record every estimate, work order, and invoice hangs off of. Add a client once, then see their whole history — jobs, money owed, and the notes that matter — on one screen.
Run a job, start to finish
The daily flow, from a quote on the kitchen table to money in the bank. Each step hands off to the next with no double entry.
How to Build an Estimate in OpslyFlow
Build a clean, branded estimate in the time it takes a homeowner to pour a coffee — then send it without leaving the app.
How to Run a Work Order in OpslyFlow
The record that follows the truck from the driveway to the invoice — schedule, assign, run, and bill a job from one screen.
How to Schedule and Dispatch Work in OpslyFlow
The calendar and dispatch board that turns a pile of work orders into a planned week — five views, a drag-to-assign board, and every tech's day in one place.
How to Create and Send Invoices in OpslyFlow
Turn finished work into a clean, branded invoice with a one-tap pay link — then track what's outstanding, overdue, and paid from one screen.
Know your numbers
Two minutes a week to run the business on real numbers instead of gut feel.
Go deeper
One feature, start to finish — for when you're ready to level up a workflow.
How Recurring Invoices Work in OpslyFlow
A deeper look at the recurring schedule behind an invoice — pick how often it runs, set when it ends, and manage the whole series from one view. The drafts generate themselves; you stay in control of every send.
Every module now has a walkthrough — deeper workflow guides are next.
Ready to run it yourself?
Every guide maps to something OpslyFlow does today. Leave your email and we'll see if you're a fit for the beta.