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Step-by-step guides for running client work in Flopinio, from the first client request to a paid invoice.
Start here
Five steps take a client ask to a sent invoice. See them on sample records in the flow overview, then follow each guide in your own workspace.
- Step 1 Capture a request Preserve the client's ask and decide what needs doing.
- Step 2 Commit to a task Assign the work and connect it to the project.
- Step 3 Track the work Record billable time against the task.
- Step 4 Review the evidence Check tracked work before preparing an invoice.
- Step 5 Prepare the invoice Review the draft and choose when to send.
Browse by topic
Get started
Set up a workspace, learn the shared controls, and find your way around.
Core workflow
The request-to-invoice loop that connects every Flopinio surface.
Work surfaces
Clients, projects, requests, tasks, notes, decisions, and the client portal.
Billing and invoicing
Track time, prepare invoices, collect payment, and keep company details current.
AI and automation
Assistant, agent runs, approvals, automation, and MCP connections.
Integrations
Connect Google, Telegram, Slack, and email to your workspace.
Account and security
Members, teams, roles, sign-in security, and your subscription.
Tutorials
Step-by-step walkthroughs for the workflows teams run every week.
Troubleshooting
Fix common setup, permission, and sync problems.
Integration and AI references
Still stuck?
Read the tutorials on the blog or email the team.