SmartFlo SystemsSmartFloSystems
Included with every plan

Meet Flo. The AI office manager that never sleeps, never forgets and works in bulk.

Anything you can do in the dashboard one job at a time, Flo can prepare for hundreds of jobs at once — chasing quotes, booking surveys, emailing customers and chasing payments. You just approve.

No card · unlimited users · Flo on every app and suite

Flo + your AI team

Flo runs the office. Your AI team does the work.

Flo reads what needs doing, then hands each task to the AI employee whose knowledge base fits it best — your price lists, terms, FAQs and checklists. They draft it, sign it in their own name, and you approve.

Flo · AI Office Manager

Reply to 12 new enquiries → Grace

Grace

Front desk

FAQs, opening hours, enquiry rules

Working on: Reply to 12 new enquiries

Raj

Quotes

Price lists, margins, product specs

Mei

Surveys

Survey checklist, diaries, areas

John

Accounts

Payment terms, deposit rules

Right agent, every task

Flo matches each job to the agent trained on that area of your business.

As smart as their knowledge

Upload price lists, terms and FAQs — the more they know, the sharper their work.

Sent in their name

Approved emails go out from the agent who wrote them, with their own sign-off.

Example team shown. Nothing is sent or booked until a person approves it.

One job at a time vs Flo in bulk

The same work, minus the clicking.

Open each quote, check if it's been viewed, copy the email, write a nudge. ~40 min.

"Chase every quote over £2,000 sent last week." 14 personal emails drafted in seconds.

Ring round, check the surveyor's diary, book one survey at a time.

"Book all paid surveys into John's free slots next week." Every booking ready to approve.

Scroll the ledger, spot overdue balances, send reminders one by one.

"Chase every balance over 7 days late." Polite, firm reminders for each customer.

Drag jobs across the board as you remember what's changed.

"Move every signed job to Won." Done in one approval.

What Flo does in every app

CRM & Triage

Today

Leads land in an inbox and wait for someone to read, sort and reply.

With Flo

Sorts every enquiry, drafts replies, flags stale jobs and chases the quiet ones.

Quotes

Today

Quotes go out and nobody notices which ones went cold.

With Flo

Spots unviewed and unsigned quotes, checks margins, drafts acceptance nudges in bulk.

Site surveys

Today

Juggling fees, diaries and confirmation texts by hand.

With Flo

Checks fees are paid, proposes surveyor slots and books them once you approve.

Sign-off & payments

Today

Balances slip through the cracks after the job's done.

With Flo

Lists every outstanding balance and drafts payment chasers with the right link.

Fleet

Today

Defects, MOTs and services hide in spreadsheets.

With Flo

Tells you which vans are grounded, due or overdue before it costs you a day.

Team & HR

Today

Holiday clashes and expiring cards found too late.

With Flo

Flags clashes, expiring documents and who's off before you plan the week.

Try asking Flo

You: Chase overdue balances

Flo: Found 6 jobs with balances over 7 days late (£8,420). I've drafted a reminder for each customer — review the 6 cards below and approve.

Action cards readyApprove all

Example only. Flo never sends or books anything until a person approves it, and every approval is logged.

How Flo is included

Free on every plan

Flo, your office manager

  • Live overview of your jobs, money and team
  • Spots what's late, stuck or at risk
  • Straight answers and setup help
  • On any single app or suite

Full power

Flo + AI employees

  • Drafts customer emails in bulk, in your tone
  • Books surveys and moves jobs along
  • Chases quotes and payments for you
  • You approve every action — fully logged

£20/mo per AI employee, or unlimited with Business Brain.