Field Operations Platform

CySo
Flow

Nothing falls through the cracks. Route management, quotations with client-side approval, digital invoicing, service reports, and finance tracking built for field operations teams who can't afford ambiguity.

Open Flow app → User Guide →
flow.cysosolutions.com / dashboard
Today's Overview 18 May 2026 All zones
12
Active routes
47
Stops completed
1
Delayed
A. Mertens Route A · 6 stops · 4/6 done En route
B. Claes Route B · 4 stops · 4/4 done Complete
C. Van Dyck Route C · 8 stops · 3/8 done Delayed
01
Live Route Cards
Every technician receives a structured daily route the moment operations start stops, customers, notes, and navigation built in. When a job is marked complete, operations managers are notified instantly.
02
Professional Invoicing
Issue tax-compliant invoices in the field five designer templates, ten accent colours, sequential invoice numbering, and VAT inclusive throughout. Your logo, your bank details, your legal disclaimer: every PDF ready for EU compliance.
03
Quote to Approved Job
Send a client an approval link — no app required. They open it on any phone, draw their signature, and tap Approve. The job is created in your account instantly and you are notified in real time. Status moves from Draft to Sent to Approved automatically at every stage.
04
Signature & Document Hub
Draw your business signature once and it appears on every invoice, service report, and receipt you issue — no manual step, no missing signature. Dedicated Invoices and Reports pages list every document across all clients with full filter and search, accessible from the main navigation.
05
Service Report Templates
Five structured report formats Fieldwork, Dispatch, Sitelog, Signature, Checkpoint each with a live preview before you commit. Generate a professional PDF on-site and hand it to the customer before you leave.
06
Real-time Dashboard
Track every route, every technician, every stop in real time. Delays surface immediately so you can act before they become problems.

Three steps to a day that runs itself.

1
Set up in minutes
The onboarding wizard walks you through your business profile, first customer, and first job in a single guided flow whether you're a sole trader or a multi-technician operation. Your settings, templates, and business details sync to every device from day one.
2
Quote, dispatch & track
Build a professional quotation in seconds — materials, labour, VAT — then share a link straight to the client's phone. They review, add a note, and sign on-screen with no app to install. The moment they approve, a job lands in your calendar automatically and your team gets dispatched.
3
Quote, invoice, report, and close
Send a quote before the work begins — the client signs and approves from their phone, and a job is created automatically. On completion, generate a tax-compliant PDF invoice or service report on-site. Every document flows into the Finance ledger without manual entry. The day closes with routes logged, quotes converted, and outstanding amounts tracked.
flow.cysosolutions.com / quotations
Quotations — 31 May 2026
4 quotes · 2 approved
Quotations
Quote Customer Description Value Status
QT-0041 De Vries Vastgoed Boiler replacement + flue reline € 1 840 Approved
QT-0042 Maison Leclercq Full HVAC service & filter change € 540 Approved
QT-0043 Bauer Techniek BV Consumer unit upgrade — 3-phase € 2 260 Sent
QT-0044 Atelier Fontaine Underfloor heating survey & quote € 380 Draft

Quotation pipeline — from draft to client approval, every stage tracked in one view.

Ready to put Flow to work?

Open Flow app → User Guide → Get in touch →