Workflows for small teams

Run the full customer-to-invoice flow without chaos

Keep customers, jobs, and invoices in one place. Fleksi.io helps you track work, follow up, and get paid faster without a pile of tools.

Customers • Work • Invoices

Less admin, more momentum

  • Everyone sees only what they need.
  • Clear steps from job to invoice.
  • No double entry between teams.

From work done to money in

  • Keep customer details, notes, and files together.
  • Turn completed work into invoices in minutes.
  • Add more workflows as you grow.

Works where the work happens

  • Field and office stay aligned.
  • Poor connection won’t block the day.
  • Photos and location make handoffs clear.

How it feels in practice

Built for small teams

Owners

  • See what’s done, what’s next, and what’s unpaid.
  • Keep sales and delivery in sync.
  • Make decisions from one clear view.

Operations & Sales

  • Manage customers and deals without spreadsheets.
  • Keep promises with simple checklists.
  • Hand off to invoicing without retyping.

Field teams

  • Know the job, contact, and next step.
  • Capture progress and proof on the go.
  • Finish the day and sync when online.

Get started