EZFlow Pro

EZFlow Pro is the all-in-one business app for contractors and home-service companies: customers, scheduling, estimates, invoices, accounting, crew dispatch, referrals, marketing and websites in one workspace. This connector brings your EZFlow Pro workspace into Claude.

Ask about your business in plain language:

• Find customers, estimates, invoices and projects
• See what's overdue, what's outstanding and what you collected this month
• Count estimates sent, won or still open, and check your win rate
• Review the schedule, crew assignments, job costs and referral results

Claude can also do approved work for you, and always shows you the change and asks first:

• Add or update a customer, with duplicate checks so it never guesses between similar records
• Draft estimates and invoices with line items
• Create and update projects, calendar events and crew profiles
• Record job expenses, and draft email campaigns, social posts and website projects

Built-in guardrails:

• Estimates and invoices created in chat are always drafts. Nothing reaches your customer until you review and send it in EZFlow Pro.
• There are no tools to send, delete, collect payments or mark invoices paid.
• When you connect, you choose which areas Claude can access, and you can disconnect at any time.
• Every request is limited to your own signed-in workspace.

New to EZFlow Pro? Choose "Try sample data" when you connect to explore a read-only sample workspace for 5 days with just an email code.