Features

Everything you need.
Nothing you don't.

Seven connected modules — all designed for the way contractors actually work. See the real product below, then try it free.

10 min

Average setup time

6 stages

Full pipeline workflow

100%

Data encrypted

7 modules

All connected, all live

VistaFlow Dashboard
app.vstaflow.com
VF
JM
Friday, August 15, 2026
Good morning, Jake. 👋
You have 1 job in a critical state and 1 overdue invoice.
Active Jobs
6
2 completed
Pipeline Value
$81k
across all jobs
Overdue Invoices
1
$6.2k due
Flow Health
At Risk
1 critical
Today's Priorities2 jobs
Flow Board →
P
Patio Extension
Nguyen Family·In Progress
Critical
B
Bathroom Renovation
Chen Property·Estimate
At Risk
Quick Actions
New Job
Estimate
Invoice
Client
Flow Health
Healthy4
At Risk1
Critical1
Live Now

Vista Dashboard

See everything that matters in one place.

The Vista Dashboard is your morning briefing. The moment you open VistaFlow, you see which jobs need attention, which invoices are overdue, and how your pipeline is performing — without clicking through screens.

Live pipeline value across all active jobs
Critical and at-risk job alerts surfaced automatically
Recent activity timeline — payments, invoices, stage changes
Upcoming job schedule at a glance
Flow Health breakdown — Healthy, At Risk, Critical
Replaces 30 minutes of morning tab-switching.
Try Interactive Demo
VistaFlow Flow Board
app.vstaflow.com/flow
VF
JM
VistaFlow
Flow Board
⚠ 1 Critical$81k pipeline
🔍Search jobs or clients…
AllHealthyAt RiskCritical
Prospect2
Roof Repair
Walsh Building
$14.5kHealthy
Master Bath
Davis Family
$12.5kHealthy
In Progress3
Kitchen Remodel
Davis Family
$18.4kHealthy
Patio Extension
Nguyen Family
$8.9kCritical
Interior Painting
Foster Residence
$4.2kHealthy
Scheduled2
Deck Build
Rivera Homes
$9.2kHealthy
Garage Conversion
Johnson Rentals
$22kHealthy
Completed2
Fence & Gate
Park Estate
$3.1kHealthy
Office Buildout
Rivera Homes
$16.8kHealthy
Live Now

Flow Board

Move projects through every stage with drag-and-drop simplicity.

The Flow Board is the heart of VistaFlow. Every active job sits in a visual pipeline — Prospect, Quote, Scheduled, In Progress, Review, Completed. You see everything in motion. Nothing gets stuck without you knowing.

6-stage visual pipeline from Prospect to Completed
Flow Health indicator — Healthy, At Risk, Critical per job
Instant job creation from anywhere on the board
Client, budget, stage, and next-action visible at a glance
Filter by stage, health, or search by client
Replaces status-update calls and daily spreadsheet reviews.
VistaFlow Clients
app.vstaflow.com/clients
VF
JM
VistaFlow
Clients
+ Add Client
👥 8 clients5 with active jobs$121k collected
🔍Search clients…
SD
Sarah & Tom Davis
Austin, TX
2 jobs$22.6k
MR
Miguel Rivera
Rivera Homes LLC
Austin, TX
3 jobs$34.5k
JC
Jennifer Chen
Chen Property Group
Austin, TX
1 job$6.8k
DP
David & Lisa Park
Westlake Hills, TX
2 jobs$17.6k
RW
Robert Walsh
Walsh Building Co
Austin, TX
1 job$14.5k
AF
Amanda Foster
Austin, TX
1 job$4.2k
Live Now

Client Workspace

Every client and every project connected together.

Every client has their own workspace inside VistaFlow. From one screen you can see all their jobs, their invoices, their contact details, and their full history with your business — always just a click away.

Full client profile with contact, company, and address
All linked jobs, estimates, and invoices on one screen
Searchable client directory with instant results
Revenue tracked per client
Unlimited clients on every plan
Ends the scramble through texts and emails before every client call.
VistaFlow Estimates
app.vstaflow.com/estimates
VF
JM
VistaFlow
Estimates
Create and track professional proposals.
+ New Estimate
5 estimates3 accepted1 awaiting response1 draft
Number
Project
Client
Total
Status
EST-1001
Kitchen Remodel
Davis Family
$18,400
Accepted
EST-1002
Deck Build & Staining
Rivera Homes
$9,200
Accepted
EST-1003
Bathroom Renovation
Chen Property
$6,800
Sent
EST-1004
Patio Extension
Nguyen Family
$8,900
Accepted
EST-1005
Master Bath Upgrade
Davis Family
$12,500
Draft
Live Now

Estimates

Create professional estimates and convert them into projects.

Send professional, branded estimates in minutes. Add line items, set quantities and unit prices, apply tax, and add notes. When a client approves, convert the estimate into a full project on the Flow Board with one click.

Line-item estimates with quantity and unit price
Automatic subtotal, tax, and discount calculation
Estimate number auto-sequencing (EST-1001, EST-1002…)
Status tracking — Draft, Sent, Approved, Declined
One-click conversion from estimate to active job
Replaces slow manual proposals and disconnected follow-up.
VistaFlow Invoices
app.vstaflow.com/invoices
VF
JM
VistaFlow
Invoices
Track outstanding balances across every job.
+ New Invoice
6 invoices2 paid1 overdue · $6.2k2 partial
Invoice
Job
Client
Amt
Due
Status
INV-1001
Fence & Gate
Park Estate
$3,100
Jun 30
Paid
INV-1002
Office Buildout
Rivera Homes
$16,800
Jun 5
Paid
INV-1003
Kitchen Remodel
Davis Family
$18,400
Sep 30
Partially Paid
INV-1004
Interior Painting
Foster Residence
$4,200
Aug 30
Sent
INV-1005
Patio Extension
Nguyen Family
$8,900
Aug 10
Overdue
INV-1006
Garage Conversion
Johnson Rentals
$22,000
Nov 30
Partially Paid
Live Now

Invoices

Send invoices and track outstanding balances.

Know exactly who owes you money, how much, and since when. VistaFlow tracks every invoice across every job — Draft, Sent, Paid, Partially Paid, and Overdue — so you're never caught off-guard by unpaid work.

Invoice creation linked directly to jobs and clients
Automatic invoice number sequencing
Due date tracking with overdue detection
Payment status — Draft, Sent, Partially Paid, Paid, Overdue
Total outstanding balance visible at a glance
Eliminates the end-of-month scramble to track down payments.
VistaFlow Payments
app.vstaflow.com/payments
VF
JM
VistaFlow
Payments
Track every deposit and payment received.
+ Log Payment
Total Collected
$34,690
All time
This Month
$14,790
Aug 2026
Outstanding
$36,810
Across 4 invoices
Date
Job
Client
Method
Type
Amount
Aug 4
Patio Extension
Nguyen Family
Check
Deposit
$2,670
Jul 14
Kitchen Remodel
Davis Family
ACH
Deposit
$5,520
Jul 1
Garage Conversion
Johnson Rentals
Check
Deposit
$6,600
Jun 14
Fence & Gate
Park Estate
Cash
Final
$3,100
May 20
Office Buildout
Rivera Homes
ACH
Final
$16,800
Live Now

Payments

Monitor deposits and final payments with ease.

Track every dollar that comes in — deposits, partial payments, and final payments. See your total revenue, recent collections, and any gaps in payment across every active job. Know your cash position at any moment.

Log deposits, partial payments, and final payments per job
Payment method tracking — cash, check, card, transfer
Payment history for every invoice
Revenue summary and recent payment feed
Payment notes for record-keeping
Replaces manual reconciliation and end-of-month accounting surprises.
VistaFlow Settings
app.vstaflow.com/settings
VF
JM
VistaFlow
Settings
Manage your business profile, billing, and account.
Business
Profile
Team
Invoice Defaults
Appearance
Notifications
Billing
Danger Zone
Business Profile
MB
Martinez Builds LLC
📷 Change logo
Company NameMartinez Builds LLC
Phone(512) 555-0100
License #TX-CCB-2024-7821
Websitemartinezbuilds.com
AddressAustin, TX 78745
TaglineBuilt right. On time.
Invoice Defaults
Tax Rate
8.25%
Net 7Net 14Net 30 ✓Net 60Due on receipt
Live Now

Settings & Customization

Make VistaFlow feel like it was built for your business.

Configure your company profile, invoice defaults, tax rates, payment terms, and notification preferences — all from one organized settings panel. Set it once, and every invoice and estimate reflects your business.

Business profile with logo, address, and license number
Invoice prefix, tax rate, and default payment terms
Notification preferences for payments, overdue, and stages
Theme, currency, and date format preferences
Billing portal and plan management via Stripe
Replaces scattered settings across multiple apps.
Coming Soon

More on the way.

VistaFlow is under active development. Every feature below is already on the roadmap and will be included in your plan — at no extra charge — when it ships.

VistaFlow Contracts
app.vstaflow.com/contracts
VF
JM
Contracts
Kitchen Remodel
Davis Family
Jul 14
Signed
Deck Build
Rivera Homes
Jul 16
Sent
Garage Conversion
Johnson Rentals
Jul 2
Signed
Patio Extension
Nguyen Family
Jul 21
Signed
Bathroom Reno
Chen Property
Aug 3
Draft
Coming Soon · Crew Plan
Contracts & E-Signatures
Create, send, and collect e-signatures on professional contracts — without leaving VistaFlow.
Coming SoonCrew Plan

Contracts

Create and send professional contracts directly from VistaFlow. Get e-signatures without the back-and-forth. Every signed contract is attached to the job record for easy reference.

Professional contract templates
E-signature request and collection
Signature status tracking
Contract storage per job

Not available yet. This feature is actively being built. When it ships, it will be included in your Crew plan subscription — no extra charge.

VistaFlow Team Management
app.vstaflow.com/team
VF
JM
Team
+ Add Member
JM
Jake Martinez
Owner
On Site2 jobs
CR
Carlos Reyes
Foreman
On Site2 jobs
TB
Tyler Brooks
Carpenter
Active1 job
DG
Diana Gomez
Office Mgr
Active0 jobs
SO
Sean O'Brien
Electrician (Sub)
Off Today1 job
Coming Soon · Crew Plan
Team Management
Add crew members, assign jobs, and coordinate your team — all from one screen.
Coming SoonCrew Plan

Team Management

Add team members, assign jobs, and coordinate your crews from a single view. Everyone on your team knows what they are working on and when — without a group text.

Team member profiles and roles
Job assignment per crew member
Permission controls
Team activity feed

Not available yet. This feature is actively being built. When it ships, it will be included in your Crew plan subscription — no extra charge.

Also coming

Coming SoonCrew

Calendar

Schedule jobs, set milestones, and keep your whole operation on the same timeline. Never double-book a crew again. Jobs from your Flow Board automatically pull into the calendar — no duplicate entry.

Job and milestone scheduling
Crew availability view
Conflict detection and alerts
Daily and weekly views
Coming SoonCrew

Photos

Attach before, during, and after photos directly to jobs. Build a visual record of your work and protect yourself from disputes with timestamped documentation.

Before, during, and after photo upload
Photos organized per job
Timestamp and location tagging
Visual job documentation
Coming SoonCompany

Reports

Advanced reporting across revenue, margins, job types, and clients. Understand exactly where your money comes from and which jobs are actually worth taking.

Revenue breakdown by job type
Client profitability analysis
Stage conversion rates
Custom date range reporting
Coming SoonCompany

AI Assistant

Let VistaFlow handle follow-ups, draft estimates, summarize jobs, and surface insights — all in plain language. More doing, less managing.

Estimate drafting from description
Job summary and status briefings
Client follow-up suggestions
Revenue and margin insights
Ready to get started?

Ready to See VistaFlow in Action?

Try VistaFlow free for 30 days and see how much easier it can be to manage your contracting business.

No credit card required. All 7 live modules included. 10 minutes to set up.