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Flow: Getting started

Flow is where restoration work lives, from scope clarification through completion. This page covers your first session. For sign-in, register, Google, and password reset, see Accounts and sign-in.

After you sign in, Flow picks where you land:

  1. Not finished setup yet → Set up your account
  2. Setup done, no organizations yet → Organizations
  3. Setup done with organizations → your work hub for the last organization you used (or the first one)

If you open a page that needs a finished account before setup finishes, Flow sends you through setup first, then returns you afterward.

  1. Welcome card branded aindora. Short product blurb, then Get Started.
  2. Set up your account: choose What best describes you?
    • Contractor: manage restoration jobs and send work to trades
    • Trade: flooring, drywall, painting, or other trades
  3. Fill required fields: Full Name, Contact Number, City, Province.
  4. Choose Complete Setup.

When setup succeeds, Flow marks you ready and continues to Organizations (or the page you were trying to open).

Set up your account form with Contractor selected
Set up your account

Page title: Organizations. Subcopy: manage your organizations and switch between them.

  1. If you have no companies yet, you see No organizations yet and Create Organization.
  2. Or choose New Organization in the header.
  3. In Create Organization, enter Name (example: Acme Construction) and Create.
  4. After create, Flow may offer Import from free tools? if you have items from before signup.
  5. Open a company card to enter its work hub, or use the settings gear for Settings.
Organizations list showing Northshore Restoration
Organizations

Invite links are handled on a separate invitation screen.

Default hub after you pick a company: the work screen.

Area Where to look
Work hub Work (default landing)
Projects Projects
Create project Create / new project
Scope clarifications Scope Clarifications
Quotes Quotes
Work orders Work orders
Company settings Settings
Company activity Activity

Inside a project you will also see home, docs, tasks, chat, message board, activity, settings, plus project-level scope clarifications and quotes.

Scope Clarification, Request Quote, and Work Order under free tools work without signing up. People you send those links to can complete them on a phone. After you have a company, you can add items from before signup from the Organizations page when Flow detects them.