Frequently Asked Questions

Flosona is an all-in-one business management platform built for service-based businesses. It consolidates scheduling, invoicing, CRM, financial management, document storage, and task management into a single system.

It is ideal for small to medium-sized businesses, consultants, service providers, and teams needing a centralised operations hub.

The dashboard provides executive-level insights, including key operational metrics, upcoming events and scheduled appointments, financial summaries, and operational highlights for informed decision-making.

Go to the Scheduling section, click Add Schedule Item, and select Book Appointment. Enter the details, choose your preferred provider for online meetings (Google Meet, Microsoft Teams, or Jitsi), and click Book.

Yes. The Job Scheduling feature allows you to manage work schedules. Just go to Scheduling, click Add Schedule Item, select Book a Job, enter the required information, and click Book Job.

Yes. Open the job, choose a different assignee, and save the change. Flosona keeps the existing customer, schedule, service, notes, and task details in place, so you do not have to recreate the job.

Yes. Flosona supports external calendar sharing via a direct embed link, an iframe, or linkless sharing directly with clients. Click the Share button on your calendar to enable this.

Yes. Standard customer details are included automatically, and you can add custom fields for anything else your team needs. You can also publish booking terms and require customers to accept them before submitting.

Navigate to Invoice & Billing, select Invoice, and choose Create Quote or Create Invoice.

Yes. Flosona includes full invoice and billing tools to manage customer payments and financial records efficiently.

Yes. The Product and Service Catalog allows you to create service and product listings that can be directly referenced when generating quotes and invoices.

Yes. Flosona includes a built-in CRM to manage customer data and communication, including email integration (IMAP/POP3), interaction tracking, and centralised communication history.

Flosona offers comprehensive customer data management, email integration (IMAP/POP3), interaction tracking for follow-ups, and a centralised history of all customer communication.

Yes. Go to Email Settings and connect your email via IMAP or POP3 to manage customer emails directly within Flosona.

You can create and store customer profiles and log interactions, discussions, and follow-ups to maintain a complete history of all customer communication.

Yes. The built-in Document Manager allows you to securely store, organize, and link documents to specific jobs. You can also securely share documents via email without leaving the platform.

Yes. Upload a file or folder, link it to a job or customer profile, and create a secure share link for specific recipients or anyone with the link. You can also add an access code and expiration date when needed.

The financial suite includes invoice and payment tracking, CSV export for external analysis, and Transaction Analytics with group filtering by payment type, customer, or date.

Flosona offers a List View for simple tracking and a Gantt Chart View for visual planning, timelines, and dependencies.

Click on a job in any view, add a list of tasks, set progress statuses and due dates, configure reminders, and assign them directly to specific employees.

Yes. Flosona supports task templates—create once, reuse for similar jobs in the future. This ensures consistency and saves time on recurring projects.

In User Management, business owners can add new employees, manage their profiles, and control access permissions within the company.

In Payment Settings, you can connect your personal Stripe account, Interac, or bank details to receive payments directly through Flosona.

Yes. In Conferencing Settings, you can connect Google Meet and Microsoft Teams. Jitsi is also natively supported without requiring an account connection.

Yes. You can embed your scheduling system using a direct link or iframe. Use the Share button on your calendar to configure external access.

Yes. Google Meet, Microsoft Teams, and Jitsi are supported for online meetings.

Not yet. QuickBooks integration is in active development. We will publish availability details on the Flosona roadmap when it is ready to use.

Not yet. AI-powered route optimization for multi-stop field jobs is in active development and is not currently part of the live product.

By default, all outgoing emails are sent from flosona@flosona.com. To send from your own address, set up your account in Email Settings and click 'Set as Default'.

Absolutely. Flosona is purpose-built to serve as a centralized platform covering scheduling, CRM, invoicing, financial management, and team collaboration.

You can use the in-app Help section, use the contact options on the Flosona website, or email info@flosona.com for support.