HomeFlow Assistant onboarding
Let’s get your business moving.
Tell us a little about your business and the way you work. We’ll use these details to prepare your HomeFlow Assistant workspace and keep your setup on-brand from the start.
One simple setup flow
Save and return late
Built for scoop businesses
HomeFlow Assistant onboarding
Let’s get your business moving.
Tell us a little about your business and the way you work. We’ll use these details to prepare your HomeFlow Assistant workspace and keep your setup on-brand from the start.
One simple setup flow
Save and return late
Built for scoop businesses
Built for scoop businesses
Details that fit the way you work.
One connected workspace
Keep business and campaign details together.
Easy to keep current
Update your saved details whenever you need.
Built for scoop businesses
Details that fit the way you work.
One connected workspace
Keep business and campaign details together.
Easy to keep current
Update your saved details whenever you need.
What HomeFlow Assistant covers
The basics are all in one place.
The existing HomeFlow Suite workspace is organized around practical setup pages that help a scoop business manage follow-up, contacts, pricing, notifications, and integrations.
Lead follow-up
Choose Lite, S&G Link, or Custom Quote & Link for new lead outreach and self-service scheduling.
Request scheduling
Set initial outreach timing, follow-up limits, and a clear email and SMS timeline.
Add-on campaign
Promote additional services with a selectable 4 to 12 week duration and scheduled messages.
Reactivation
Bring past customers back with Lite or Custom Quote & Link follow-up across email and SMS.
Contacts
Add one contact or upload a CSV, assign campaign destinations, search, edit, and manage tags.
Quick Send
Write a custom message, insert contact fields, preview it on a phone, and send to selected contacts or a CSV.
Alerts & notifications
Configure auto replies, team phone and email alerts, failed payment notices, skipped jobs, and subscription updates.
Pricing setup
Set initial, one-time, and recurring rates by dog count, plus regular and premium service-area ZIP codes.
Account setup
Store business name, owner, email, phone, logo, payment link, Facebook page, and campaign offers.
Sweep & Go connection
Keep a location webhook URL and access token ready for connected onboarding and event delivery.
Zapier connection
Use a connection key and mapped contact fields to add contacts and connect external workflows.
Webhook automations
Receive onboarding events through a stable location URL and route them to active workflow subscriptions.
Custom SMS action
Use workflow contact fields, staff or configured recipients, merge values, and location-level delivery settings.
Builder-friendly by design. These sections can be recreated with native headings, text blocks, cards, radio buttons, checkboxes, text areas, file or URL inputs, and a standard form submit action. The final save-to-workspace connection remains an integration step handled by the existing backend or webhook.
What HomeFlow Assistant covers
The basics are all in one place.
The existing HomeFlow Suite workspace is organized around practical setup pages that help a scoop business manage follow-up, contacts, pricing, notifications, and integrations.
Lead follow-up
Choose Lite, S&G Link, or Custom Quote & Link for new lead outreach and self-service scheduling.
Request scheduling
Set initial outreach timing, follow-up limits, and a clear email and SMS timeline.
Add-on campaign
Promote additional services with a selectable 4 to 12 week duration and scheduled messages.
Reactivation
Bring past customers back with Lite or Custom Quote & Link follow-up across email and SMS.
Contacts
Add one contact or upload a CSV, assign campaign destinations, search, edit, and manage tags.
Quick Send
Write a custom message, insert contact fields, preview it on a phone, and send to selected contacts or a CSV.
Alerts & notifications
Configure auto replies, team phone and email alerts, failed payment notices, skipped jobs, and subscription updates.
Pricing setup
Set initial, one-time, and recurring rates by dog count, plus regular and premium service-area ZIP codes.
Account setup
Store business name, owner, email, phone, logo, payment link, Facebook page, and campaign offers.
Sweep & Go connection
Keep a location webhook URL and access token ready for connected onboarding and event delivery.
Zapier connection
Use a connection key and mapped contact fields to add contacts and connect external workflows.
Webhook automations
Receive onboarding events through a stable location URL and route them to active workflow subscriptions.
Custom SMS action
Use workflow contact fields, staff or configured recipients, merge values, and location-level delivery settings.
Builder-friendly by design. These sections can be recreated with native headings, text blocks, cards, radio buttons, checkboxes, text areas, file or URL inputs, and a standard form submit action. The final save-to-workspace connection remains an integration step handled by the existing backend or webhook.
Your setup starts here
Make the workspace yours.
Complete each short section with native form-style inputs. The preview saves a local draft, while a production builder form can send the same fields to your onboarding endpoint.
Use the chat button in the corner or come back to this setup when you have the details ready.
HomeFlow Assistant onboarding · $99 per month
Your setup starts here
Make the workspace yours.
Complete each short section with native form-style inputs. The preview saves a local draft, while a production builder form can send the same fields to your onboarding endpoint.
Use the chat button in the corner or come back to this setup when you have the details ready.
HomeFlow Assistant onboarding · $99 per month