Gmail, Calendar and Google Drive.
RUN YOUR BUSINESS IN ONE PLACE
Your business software.
Finally working together.
LINKFLOW keeps your customers, jobs, quotes, invoices and follow-ups organised, and shows you what needs attention next.
✓ Keep your existing tools✓ Human support✓ No silent failures✓ Your data stays yours
YOUR BUSINESS AT A GLANCE
Know what needs doing, what is owed and what is working
MY BUSINESS
Run the business. Keep everything organised.
Your customers, enquiries, jobs, quotes and invoices are kept together here. Add your real business information and LINKFLOW will guide you from one step to the next.
Secure LINKFLOW sign-in
Use the email address connected to your LINKFLOW account. This will not create another account.
Your businessPRIVATE ACCOUNTAccess activeSaved securelyPrivate to your businessYour account
YOUR DASHBOARD
Choose how you want to see your business.
You can change this any time. The information stays the same — only the view changes.
RECOMMENDED NEXT STEP
Loading your next action…LINKFLOW will show you the next useful thing to do based on your business.
NEW WORK
New enquiries
New job requests appear here. Check the details, then decide whether to contact the customer, prepare a quote or create a job.
Website form is off.
Open your request formEmail enquiries will appear here after you connect your business email.
+ Add an enquiry yourself
Use this when someone calls, visits, sends a referral or contacts you another way.
CUSTOMERS
Customers
DELIVERY
Jobs
QUOTES → JOBS → INVOICES
Documents and money flow
Create professional quotes and invoices from your saved business details. Nothing is sent automatically. Only mark a quote as approved when the customer has actually approved it.
Quotes
Invoices
VOICE NOTES
Talk instead of typing.
Tap the button and speak your job note. LINKFLOW shows the words first so you can check them before anything is saved.
You stay in controlNothing is sent to a customer or added to an invoice from this screen.
Microphone is off.
PILOT DATA RESET
Reset this pilot workspace
Removes pilot contacts, enquiries, jobs and measurements. Account, membership, feedback and audit history are preserved.
SET UP LINKFLOW
We’ll set this up together.
LINKFLOW will ask one simple question at a time, remember your answers on this device, then show you what it understood before anything is connected.
STEP BY STEP
YOUR TO-DO LIST
What needs your attention right now?
The most important items are shown first.
0 / 0 automations working
NEEDS ATTENTION
What to do first
YOUR MONEY
See what money still needs action.
See quotes, invoices and payments from your business that still need attention.
YOUR BUSINESS
NEEDS ACTION
Money items to check
YOUR CONNECTIONS
Connect the tools your business already uses.
During setup, connect the services you want LINKFLOW to use. After setup, come back here any time to add, reconnect or remove a service.
CHECKING
SETUP PROGRESS
Checking what still needs to be connected…
LINKFLOW will show one clear next step.
0 of 0recommended connections ready
SETUP STATUS
Checking your setup…
Microsoft 365Not connected yetMicrosoft email, calendar, OneDrive and SharePoint can be connected here.
No Microsoft account is connected yet.Other email services can be connected when the provider allows it.
LINKFLOW will check the connection before it is used.Dropbox, Box and other approved file storage can be connected here.
LINKFLOW will check the connection before it is used.Speak a job note instead of typing it, then check the words before saving anything.
Nothing is sent or changed automatically.SAFETY SETTINGS
LINKFLOW asks before important changes
- LINKFLOW checks first before changing anything
- You approve important calendar, invoice and customer-message actions
- LINKFLOW checks the result before saying something worked
Checking your connections…
SYSTEM CHECK
Know what is working.
See which LINKFLOW automations are working, which need checking and what to do if something stops.
NO ACTIVITY YET
| Automation | Works with | Status | Last worked | How it runs | What to do |
|---|
YOUR RESULTS
See what LINKFLOW is doing for your business.
These numbers come from the work and activity saved in your LINKFLOW account.
YOUR BUSINESS
How we knowVERIFIED from your saved activityESTIMATED calculated from available informationTEST test activity onlyIf LINKFLOW does not have enough information, it will say Not measured.
BUSINESS ACTIVITY
What LINKFLOW has recorded
YOUR FEEDBACK
Feedback you have sent
LINKFLOW FEEDBACK
Tell us once. See what happens next.
Problems, ideas and feedback stay with your LINKFLOW account so you can see what was reported and what happened next.
Your privacyYour business sees only its own reports.Authorised LINKFLOW operators can review feedback.Resolved reports stay here so you can look back later.
YOUR BUSINESS
Feedback history
Sign in to see your feedback.
YOUR LINKFLOW PLAN
This feature is on a higher plan.
LINKFLOW will tell you what this feature does, why it is locked and which plan unlocks it.
PLAN ACCESS
WHAT TO DO NEXT
Feature access
Your current plan includes the essentials. Upgrade only when you need this extra feature.
LINKFLOW Owner and Founder access is separate from customer billing. Use secure Owner / Admin access to enter the Founder workspace.
OWNER → PRIVATE DATA · ADMINISTERING LINKFLOW
LINKFLOW Data
One authoritative view of real customers, activation, usage, plans and revenue. Founder, synthetic, demo and automated-test accounts are excluded. All timestamps are shown in Australia/Brisbane time.
OWNER / ADMIN ONLY
Secure Owner Sign-in
Use the canonical LINKFLOW Owner identity. This access is separate from every pilot and customer workspace.
Your email link has opened LINKFLOW safely. Confirm below to use the one-time token and finish Owner sign-in.
Authorised LINKFLOW operator access is required.
Source of truthLINKFLOW databaseReal accounts onlyOperator-only accessNot refreshed
PILOT #1–#3 · SEPARATE FROM REAL CUSTOMERS
Secure pilot onboarding
| Pilot | Name / business | Verified email | Status | Invited | Registered / activated | Activity / feedback |
|---|
INTERNAL · NOT A CUSTOMER OR PILOT
LINKFLOW Advisor access
Create a private Advisor invitation. Links expire after 14 days; activated access remains at AUD $0 until revoked.
OWNER READ-ONLY · ADVISOR DATA
Advisor workspace activity
Counts come from Advisor workspace records. Page visits are not currently recorded for Advisors; no usage is inferred from an invitation alone.
CUSTOMERS BY PLAN
Plan mix
REAL ACCOUNTS ONLY
Private customer register
| Business / IDs | Primary contact | Pilot / plan | Status / activity | Registration | Trial / paid | Billing / MRR | Cancellation / notes |
|---|
CHRONOLOGICAL FEED
Registration and activity events
LINKFLOW AUTOMATIONS
Choose what LINKFLOW can help do for you.
Each automation handles a repeatable part of your business, such as enquiries, follow-ups, bookings or invoices.
AUTOMATIONS