Video guide
Flowdexa in 15 short videos
Every lesson is a real screen recording of one business being set up and run, about 17 minutes in total. Watch in order the first time; each lesson uses what the one before it built.
Prefer to binge it?
All 15 lessons are one playlist on YouTube, in the same order as this page. Every lesson also has a written version; follow the links under each video.
Start here
Lesson 1. Open a workspace, name the business, and set the calendar everything else builds on.
Lesson 1 of 15
Welcome to Flowdexa
Open a workspace, name the business, and set the operating calendar that every schedule, invoice, and pay run builds on.
Set up
Lessons 2–6. Build the world: customers, people, equipment, stock, then services. The order matters, because a service needs the skills, resources, and stock created before it.
Lesson 2 of 15
Customers and locations
Add a customer, attach their sites, and every job after this knows where it's going.
Lesson 3 of 15
Team members and skills
Invite your team, give them work schedules, and tag the skills that decide who can take which job.
Lesson 4 of 15
Resources and equipment
Put your vans and machines in the system so jobs can't double-book them.
Lesson 5 of 15
Inventory and stock
Track stock with reorder points so a job never turns up without materials.
Lesson 6 of 15
Services and pricing
Define a service once, with its duration, price, required skills, equipment, and stock, and scheduling gets smart.
Run the work
Lessons 7–10. Schedule a real job with what you built, see what's inside it, then handle work that comes back or happens together.
Lesson 7 of 15
Schedule and dispatch a job
Book a job in under a minute: Flowdexa checks who's qualified, who's free, and what gear is available.
Lesson 8 of 15
Inside a job
Task checklist, stock usage, time tracking, and the invoice at the end.
Lesson 9 of 15
Follow-up packages
Sell a service that comes back. The return visit is booked the moment the first one's done.
Lesson 10 of 15
Scheduled-together packages
Bundle services that must happen in the same visit and schedule them as one block.
Time and pay
Lessons 11–14. Leave, timesheets, and payroll. These sit after the job lessons on purpose, because they're only interesting once there's real work to draw against.
Lesson 11 of 15
Leave balances and policy
Set annual and sick leave balances so time off comes out of a real allowance.
Lesson 12 of 15
Apply for leave
What staff see when they request time off, and what you see when you approve it.
Lesson 13 of 15
Timesheets
Timesheets build themselves from completed jobs. You review and approve.
Lesson 14 of 15
Payroll runs
Hours, overtime, and approved leave roll up into one pay run.
Automate
Lesson 15. Hand the routine work to an agent that operates on everything the previous lessons built.
Lesson 15 of 15
AI agents
Give an agent a schedule and a job, and it works your ops while you sleep.