EarnFlowHow can we help?
Guides for every part of EarnFlow, answers to the questions we hear most, and a team that replies within one business day. Support is included with every plan.
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Getting started
Create your organization, invite the team, set up roles, import customers and build your catalog. Most businesses are planning their first day within an hour.
Read the guideScheduling & AI Dispatch
Dispatch planning details on jobs, dispatch profiles on employees, planning a day, approving changes, sending schedules and Autopilot.
How AI Dispatch worksAgents
The review inbox, autonomy settings, collections stages, payment plans, revenue recovery, review requests and the impact report.
About the agentsEstimates, invoices & payments
Catalog pricing, online approval, issuing and sending invoices, recording payments, pay-by-QR, service agreements and connecting Stripe.
Common questionsPhones and the field
Using My Day in a phone's browser today, what the iPhone and Android apps planned for Winter 2027 will include, location and notifications.
Mobile appsBilling & account
Trials, subscribing, users and proration, payment methods, invoices, cancelling, two-factor and deleting your account.
Billing questionsYour first week on EarnFlow
Create and invite
Sign up at app.earnflow.ca, name your organization and invite your team by email. Assign Owner, Administrator, Dispatcher, Office, Technician or Read-only roles; you can refine permissions later.
Catalog and customers
Add your services, materials and labour rates to the Catalog so estimates and invoices price consistently. Add customers with their service addresses.
Dispatch profiles
On each employee, set whether they take field work, their daily job limit and home base. On jobs, set priority, time on site and required skills. AI Dispatch uses these to plan.
Plan a day
Open AI Dispatch, pick tomorrow, tap Plan, review the board and approve. Send schedules so everyone gets their day in notifications and chat.
Turn on the agents
In Agents, leave each agent on Suggest to review everything in the inbox, or switch an agent to Auto once you trust it. Set your collections reminder days and payment-plan rules.
Get paid online
Settings → Online payments → Set up card payments connects your Stripe account. Invoice emails then include a pay link for card, Apple Pay and Google Pay.
Common questions
Why hasn't my customer received an estimate or invoice email?
Check the estimate or invoice's status history: it records when the email was sent and whether delivery failed. Confirm the customer's email address on their record, and ask them to check spam. If the customer unsubscribed from visit updates, estimates and invoices are still delivered; only visit updates are affected. If delivery keeps failing, email support with the invoice number and we'll check the delivery log.
How do I record a cheque, cash or e-transfer?
Open the invoice and choose Record payment, pick the method and amount. The balance updates immediately and any Collections reminders for that invoice stop or adjust automatically.
Can EarnFlow draft an estimate for me?
Yes. On the Estimates page choose Draft with AI, pick the customer and describe the work. The Estimator matches it to your catalog and code prices every line, so a draft only contains prices you already charge. It uses Claude by Anthropic, so the first time it shows what is shared and asks for your consent. Nothing reaches the customer until you review and send the estimate.
Can a technician send customer messages?
Technicians can approve and send the "on my way" and "running late" updates for their own visits from My Day. Other customer messages are reviewed by office roles.
Why was a visit I approved not booked?
Every proposal is re-checked when it's applied. If the slot was taken, the job was cancelled or the technician's availability changed in the meantime, the proposal fails with a reason shown in the inbox. Re-run Plan to get a fresh suggestion.
Does EarnFlow text my customers?
Not yet. Customer texting is built and will be switched on after carrier registration; until then, visit updates, reminders and follow-ups go by email. When texting is on, only customers who agreed are texted, replies land in Texts, and a customer who replies STOP is never texted again until they reply START. See our text messaging terms.
How do customers book online?
In Settings → Online booking, choose the services, service area and arrival windows you offer, then copy your booking link or the embed code into your website. Requests arrive in Requests, where you accept them into a scheduled visit or decline with a polite reply.
How do review requests work?
Add your Google review link in Agents → Agent settings → Review requests. After a job is completed and paid, the agent proposes a thank-you that links to your review page; you approve it (or let it send on its own). Each customer is asked at most once in the months you choose, and a customer with an open complaint is asked only after it's resolved. The settings show how many people opened your review page.
Billing, sign-in and your account
My organization says "EarnFlow is paused". What happened?
The trial ended or a subscription lapsed. Nothing is deleted. An owner or administrator can subscribe from Settings → Billing and everything is restored immediately. If a payment failed, update the card in the billing portal; EarnFlow stays on for seven days while the payment is retried.
How are users counted and billed?
You pay $59 a month for each organization, including its first user, and $19 a month for each additional seat. You buy seats when you add people and can release seats you no longer use; seat changes are prorated for the rest of the billing period.
I lost my authenticator app. How do I sign in?
Use one of the ten recovery codes you saved when you turned on two-factor. If you don't have them, an owner or administrator in your organization can't reset two-factor for you, but EarnFlow support can after verifying your identity. Email support from the address on your account.
How do I delete my account?
Settings → Delete Account, on the web or in the app. You'll confirm with your password (and a two-factor code if enabled). Your personal data is erased and every session is signed out. Business records you created stay with the organization, attributed to a deleted user. Owners must transfer ownership before deleting their account.
Can I export my data?
Reports export to CSV from the Reports page, and any report can be scheduled to arrive by email. The audit trail exports too. If you need a full export of your organization's records, email support and we'll provide it. Exports are recorded in your audit trail.
Where are support hours and response times?
Email support is available 9:00 to 18:00 Eastern, Monday to Friday, and we reply within one business day. Urgent issues that stop your team from working are monitored outside those hours; put "Urgent" in the subject line.
Email support with the details and we'll take it from there.
Include your organization name, what you were trying to do, what happened instead and, if you can, a screenshot. If you'd like us to look inside your account, you'll be asked to approve a time-limited support access grant from Settings; every read we make under it is recorded in your audit trail.