Hi everyone, we're currently planning work on our Client Portal v2. If you're interested in this feature and would like to get involved in the planning discussions, please contact paul@flowmobile.app, ideally before February 2025.

Getting involved means you can:

The Client Portal v2 feature has long been our most requested feature, so we're excited to see where this goes.

All the best,

Paul, and the Flow Mobile Surveying clan

⌚ Get ready for multi-day and time-based scheduling!

Until now, you've only been able to assign jobs to a single date. However, the reality is often more complex. Jobs might take weeks or months to complete or start at a specific time. This exciting update allows you to accommodate these real-life situations.

These highly requested scheduling improvements are (whoa, could we have any more scheduling going on here?) for deployment in the week commencing Monday, November 11th.

This release brings the following improvements:

Drop us a message if you have any questions about these new scheduling features 😊

Thanks!

Paul and the Flow Mobile Surveying Team

You probably already know that are an excellent way to send private information to your surveying team.

Many of you use notes to store client , , and other relevant job details. But until now, there was a drawback...they weren't selectable 😢

So, a fat lot of good they were then, huh?

😀 But note lovers, rejoice!

In the new mobile app release (v.1.0.85), now available on the Google Play and App Stores, you can copy all job notes —we've added a button to make this easy!

And if you don't want to copy the entire note, we've got you covered there too.

…now it’s

Extreme close uuuuuuup!

v1.0.85 also contains some hidden changes for advanced scheduling.

Advanced scheduling is currently in the testing phase and needs to be "switched on" for each client. So you won't notice any immediate changes on the mobile app. With advanced scheduling turned on, you'll be able to connect Flow to your third-party calendar, such as Gmail and Outlook.

But before we roll this feature out to our biggest customers, we'd need some help. We're looking for a few smaller customers to test the new feature. If you're struggling with scheduling and want to help us out (and gain some serious brownie points), please drop a message to andrew@flowmobile.app.

Many thanks!

Paul

You can learn more below...

🦠 Mould Inspection is an industry with little guidance.

In Nicole's words:

The lack of guidance means that inspectors are often left to themselves to try and figure out the best approach, and many believe that simply fogging a building will fix all of the homeowner's problems. So, there are lots of cowboys in the industry...

However, Nicole believes that remediating mould in buildings needs a multi-pronged approach, incorporating data from tools like thermal imaging cameras and moisture meters and obtaining a detailed history of the building and its furnishings.

This template, created with the help of Nicole, offers a standardised approach to inspecting water-damaged buildings so you can present your clients with enough data to justify taking action and fixing the issues.

Watch a full walkthrough of this template below:

Learn about the approach and insights behind this template:

Get in touch for a demo to see how you can create mould inspection reports in minutes. Contact andrew@flowmobile.app for further details.

Two major dashboard updates in a week; what's going on?

The dashboard job search has remained unchanged since the early days of Flow, so an overhaul was long overdue; now, that day has come!

The old search boasted excellent features like typo tolerance and chained search queries. But you couldn't use it to find jobs for specific dates. And we recently introduced Tags to help you categorise jobs —but what use is a tag unless you can search for it?

So thank you, Old Search, you've served us well these last couple of years 🙏 But the New Improved Search will take it from here.

Here's a preview of the new search in action:

Since this new search is live, you can try it yourself :)

🔍 To get the most out of the new search, you'll want to start tagging your jobs with some helpful information. Check out my guides to managing tags and these tag suggestions —they're just suggestions, though; you should use whatever tags are right for your business.

Here are some searches that are now possible:

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I hope the new search features make your day-to-day life easier. Especially those administrators struggling with scheduling right now. If you have any feedback on this new feature please get in touch.

Paul and the Flow team

Several of our larger clients have been struggling with scheduling recently.

As they've grown, they've experienced some painful challenges with managing and assigning jobs to staff. To solve this problem, we're working on Advanced Scheduling —that's coming next— but in the meantime, we've released a new feature, a bandaid of sorts, the ability to .

Tagging jobs improves scheduling by making it easier to prioritise jobs. And besides scheduling, there are many other benefits to tagging jobs, too:

✔️ Makes jobs easier to find.

✔️ Communicate important job information to our team.

✔️ Categorise your jobs in sensible ways.

🚀

I hope you enjoy this feature; if you have any feedback, let us know 😊

Happy tagging,

Paul

We've released a Flow Mobile Dashboard. It has a of updates which we'll discuss in later updates.

Don't worry about it's largely the same; Imagine coming home to find it's been cleaned, had a fresh coat of paint and all the little jobs have been done. Dripping tap? Fixed. Wobbly chair? Replaced.

Now we're reviewing and updating our knowledge base articles with new screenshots and updated instructions. We'll be reaching out to a few customers to see if they've used the new Dashboard, and what feedback they have. Feeling eager to discuss? Give us a call!

If you want a rundown of the changes, I made a fun thing.

David King

🧯 Hold onto your fire extinguishers, everyone!

After several attempts to create a flexible and usable Fire Risk Assessments template, we're happy to say that we've created something that hopefully ticks all the right boxes.

This new template is aimed at UK-based surveyors who carry out Fire Risk Assessments and follows the original UK's PAS 79 standard. And the best thing, the template is flexible so we can configure it to use whatever standard you use or your own best practices.

On at :

Flow co-founder Paul King will be running an online webinar. In this webinar, you'll learn some of the advanced data collection techniques to speed up data collection on-site.

Paul will demonstrate time-saving features such as:

Webinar spots are limited, so if you're interested, please register using the link below. And feel free to invite anyone else on your team.

Register your attendance below:

In v.1.0.77 of the mobile app, we've introduced Quick Fills for faster data entry. And we can now overlay timestamps on your photographs.

This feature – available on templates that have been specially configured – allows you to complete multiple fields rapidly on a form. And it's a great way to ensure consistent data entry across your team.

Learn more about Quick Fills.

In v1.0.77, we now capture the date and time you add photos to inspection records. So we can overlay this information on top of photographs on your reports.

Displaying timestamps on photos is helpful if you want to understand the sequence of events or confirm when surveyors inspected items. It also helps you comply with industry standards, such as asbestos four-stage clearances, where the HSE stipulates that you must show this information on photographs.