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Free tools overview

Public free tools live on the Free tools hub. You do not need a Flow account. The hub asks What do you need to do? You’ll see chips: No signup, Shareable links, Phone-first. Each wizard shows No account needed.

Tool Open it Description Who it helps
Scope Clarification Hub Start Stop chasing missing details. Send a link, get answers back. Get missing details without another call.
Request Quote Hub Start Send a clear scope and get prices from your trades. See who priced it without chasing.
Work Order Hub Start Send work with scope and get sign-off when it is done. Know if the crew opened it.

Hub card button: Start. Back from a tool toward the hub: All free tools.

Free tools hub with Scope Clarification, Request Quote, and Work Order
Free tools hub

Full field-by-field how-tos stay on each tool’s guide.

Tool Steps
Scope Clarification Select Form → Your details → Fill Form → Invite Clients → Review & Send
Request Quote Select Form → Your details → Fill Form → Add Recipients → Review & Send
Work Order Your details → Job site → Complete work order

Subtitles on the wizards:

  • Scope Clarification: Fill in what you know and send to clients for completion
  • Request Quote: Define the scope clearly and request pricing from trades
  • Work Order: Send a work order with scope and completion sign-off

Scope Clarification and Request Quote open with System templates. Known system names include Flooring Scope and General Scope. Each card shows an N fields count from the live template.

These two follow the same steps. Outcomes differ. Do not treat them as the same tool.

Scope Clarification Request Quote
Goal Shared details form Per-vendor pricing
Invite step Invite Clients Add Recipients
Complete Creator marks complete; whole shared form locks Each vendor submits or declines independently
Tracking link Your tracking link Your tracking link

Separate steps from the two scope flows. After your details and the job site, you finish scope, photos, and contractor on your tracking link.

Open it Work Order
Tracking link the Work Order tracking link

How-to: Work Order.

Success screen titles: You’re set (when a tracking link is ready) or Check your email. Primary continue: Open your tracking link. Recipients use shareable links with no account. See each tool’s guide for the create path.

When you open a free-tool link while signed in to Flow, you may be sent into your company’s create screen, see Which company?, or stay on the no-account wizard (Continue without an account). Items you created before signing up can later be added to a company you own.

That path, picker, and Import from free tools? flow are documented on Free tools in Flow.

Tool Guide
Scope Clarification Scope Clarification
Request Quote Request Quote
Work Order Work Order
Import and company picker Free tools in Flow