Controlled closed beta now active
See your trade

Every service call, connected from first contact to final payment.

BG Flow keeps customers, qualified scheduling, field work, equipment, parts, customer communication, quotes, invoices, customizable service and maintenance plans, and return visits moving together—so the job story is never rebuilt from scratch.

Request beta access → Start interactive demo

Approved companies begin after guided onboarding · No-charge during closed beta

Simple enough for one technician.
Powerful enough for one hundred.

How it works

The job gets entered once. Then it just keeps moving.

Most shops rebuild the same job three or four times—once on the phone, again on the schedule, again on the quote, again in accounting. Here is the same call, start to finish, typed once.

← Swipe the rail →

Without a connected system

The customer's address is typed on the phone, again into the calendar, again onto the quote, and again into accounting. Four chances to get the unit model wrong.

With BG Flow

The address, the rooftop unit, the part number and the deposit are all one record. Dispatch, the tech's phone and the invoice are just different views of it.

Live interactive demo

Office and Field, working from the same Work Order.

This is BG Flow's complete guided Office-to-Field demonstration—not a visual stand-in. Create the service call in Office, move it through Field, record equipment and checklist work, then finish with the real invoice and signature flow.

BG Flow · Build. Grow. Flow.

Interactive Demo

One Work Order: Office to Field closeout

Step 1 of 12

Exit Demo

See Office and Field work together in real time.

Step 1 of 12

Select the customer

BG Flow carries the customer, service site and equipment forward so the dispatcher does not enter them again.

Next step: Select the customer

Exit Tour

Northstar Heating & Plumbing · Office

Customers

Dispatcher · Maya Chen

Sign Out

Company Customers

Northstar Heating & Plumbing

BGF-DEMO · Signed in as Dispatcher

Customer List

Search by name, address, phone, email, or company · 4 active

Search customers…
Active

Avery Thompson

avery.thompson@example.demo

72 Maple Crossing, Kingston

(613) 555-0188

$0.00

Active

Morgan Ellis

morgan.ellis@example.demo

41 Lakeview Avenue, Kingston

(613) 555-0171

$214.70

Active

Taylor Brooks

taylor.brooks@example.demo

906 Birchwood Lane, Kingston

(613) 555-0129

$0.00

Customer Profile

Select or add a customer

Choose Jordan Mercer from the list or use Add Customer.

Build. Grow. Flow.

Three things the system has to get right.

01 Build

Book and dispatch without re-entry

Customer, site, equipment, call window and technician stay connected from the first booking.

02 Grow

Shape the workflow around your company

Choose trades, call types, durations and completion outcomes without forcing every company into one process.

03 Flow

Quote, collect and close every job

Email Quotes, track customer decisions and deposits, create return work, invoice the balance and keep financial records connected.

The work around the Work Order

The follow-through is built in, too.

BG Flow does more than move a card across a schedule. It keeps the customer informed, protects the Field record, and gives the office the operational and financial controls needed to finish the story.

Automated customer communications

When enabled, automatic appointment confirmations, completion summaries, maintenance reminders and overdue-balance reminders work alongside secure Quotes, invoices, signed plan agreements and Customer Portal invitations—all generated from records already connected to the job.

Office, Mobile & Field continuity

The desktop Office workspace, Office Mobile and Field use the same company records. Office Mobile handles customer lookup, call booking and daily dispatch on the go. On supported devices, Office Mobile and Field can be saved for app-like access; an already-open Field session keeps status, equipment, checklist, inventory and closeout work on-device through a connection drop.

Inventory, purchasing & warranty

Track stock by truck or warehouse, transfers, usage, low-stock levels, part orders, receiving, supplier invoice references and movement history. Required parts and warranty claims stay traceable back to the Work Order and equipment.

People, skills & time

Set employee shifts, lunches and time blocks; control Field access; qualify technicians by trade and call type; and review time recorded for shifts, jobs, travel, training, meetings, administration and PTO.

Reports & accounting handoff

Track revenue per job, first-time fixes, callbacks, warranty, equipment, recorded job time, trucks and technicians. Schedule report emails, review financial registers, and export controlled accounting packages or use the optional QuickBooks Bridge.

Company controls & built-in guidance

Configure trades, call types, durations, arrival windows, completion workflows, numbering, billing terms, payment methods and display preferences. BG Flow Helper provides role-aware, page-aware guidance and can prepare a privacy-safe Support handoff.

The relationship after the repair

Customizable service and maintenance plans, connected to the whole job.

Turn completed work into an ongoing customer relationship without starting another disconnected system.

BG Flow, from plan creation to completed recordInterface rebuilt from the current product · fictional demonstration data
Build the plan in Office

The actual Settings layout for plan coverage, maintenance frequency, billing, equipment, call types and customer-facing benefits.

Current BG Flow interface
No live customer data

Customer self-booking

Invite each customer into a company-branded account tied to the correct customer record. They can book real openings, review upcoming appointments and maintenance, and—if the company enables it—see outstanding invoices with payment instructions and a secure payment link.

Qualified technician matching

Available times respect working shifts, existing calls, time blocks, company booking rules, and the technician's eligible trades and call types.

Service and maintenance plans

Create protection plans or combine coverage with scheduled maintenance. Customize monthly or annual pricing, visit-fee benefits, covered equipment and call types, reminders, Field enrollment, signatures, billing and Collections tracking.

Visit charges and Collections

Show a configurable regular, after-hours or weekend visit charge before booking, apply active plan benefits, and record the customer's acknowledgement. Plan invoices enter the company's existing Collections and accepted-payment workflow.

Keep every dollar you collect

BG Flow tracks outstanding invoices, sends configurable overdue reminders and includes your payment instructions, while customers pay through the methods and provider you already trust. BG Flow never takes a cut of customer payments.

Built by people who ran the calls

Built from firsthand service-industry experience for HVAC, plumbing and mechanical contractors.

Your customer list, your pricing and your connected accounting credentials are the most sensitive things in the business. They are handled that way.

Role-based access

Authenticated accounts, company membership and role permissions limit people to the work they are authorized to use.

Company-level data separation

Company-level controls are designed to prevent one subscriber company from accessing another subscriber company's records.

Protected connected-service credentials

Provider identifiers and encrypted authorization material support deliberate, controlled connected-service actions.

Operational monitoring

Security and audit records, session revocation and account controls support the platform's operational safeguards.

Review Security & Data Practices →

Pricing

Priced by technicians, not by seats you don't use.

Start with the team you have today and move up without changing systems.

Pay 10, get 12
QuickBooks Bridge

Controlled customer, item, invoice and payment records sent one way into QuickBooks, avoiding duplicate sync loops.

$34 CAD/mo Free during closed beta
More than 12 technicians?

Custom pricing, same connected workflow.

Talk to us
Keep every dollar you collect

BG Flow tracks outstanding invoices, sends configurable overdue reminders and includes your payment instructions, while customers pay through the methods and provider you already trust. BG Flow never takes a cut of customer payments.

Every plan includes every BG Flow program feature. Plans differ only by the number of included technicians. QuickBooks Bridge is a separate add-on. Prices in CAD.

Closed beta

Bring us one messy job. See it move as one connected story.

Approved companies receive guided onboarding before no-charge closed beta access begins. Submitting a request does not create a login or guarantee admission.

Request beta access → Read beta terms

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