Sixth Man Ops

Flow

A connected system for customer and project management.

From onboarding through scheduling, budgeting, and final payment, Flow keeps the information your business needs connected and visible.

Talk with us about Flow

Three modules,
one workflow

Each module supports a distinct part of the work while keeping customer and project information connected. Flow can be customized around the stages, profiles, schedules, and budgets your business uses.

Onboarding and intake

Pipeline

Pipeline gives customers or employees a clear place to enter the business. It can support new-customer intake for a construction company, employee onboarding, or another process that needs defined stages.

Customize the bins to match the steps in your workflow and build profiles around the information you need to collect. When the work is ready to schedule, that information flows into Planner.

  • Customizable onboarding bins
  • Flexible customer or employee profiles
  • Connected handoff to Planner

Scheduling and forecasting

Planner

Planner presents the schedule through several views designed for different planning decisions. Move between long-range forecasting and the detail needed to coordinate the current work.

  • Three-month view for forecasting and planning
  • Two-week, day-by-day schedule
  • Schedule people, projects, and outside resources

Budget and margin visibility

Pulse

Pulse pulls data from QuickBooks Online and compares it with a user-entered budget. Once activity is entered in QuickBooks Online, you can see how the project is tracking against its budget and expected margins instead of relying on guesswork.

Budgets remain updateable throughout the project. Revision history preserves earlier versions, while change orders and add-ons can be incorporated as the work develops.

  • Compare QuickBooks Online activity with the project budget
  • Close budget lines and move surplus to another line
  • Revision history, change orders, and add-ons

Built around how
your business works

Flow is a customizable customer and project management system. Pipeline supports onboarding, Planner coordinates the work, and Pulse follows the budget through final payment—giving the team clearer control and visibility from start to finish.

Talk with us about Flow

Tell us how customers, projects, schedules, and budgets move through your business today.