Setaflow Enquiry-to-Cash Platform · Documentation
Docs for every enquiry, job and payment.
Every screen, setting and workflow in Setaflow, from the first enquiry to the AMC renewal, one search box away.
PopularTodayAdd a contactSegmentsQuotesField jobsWhatsApp number
Where to start
How Setaflow worksThe three desks, the Monday review, and how one customer moves from enquiry to renewal.Read the overview Start your day on TodayEvery enquiry, job, quote and payment that needs you today, in one screen.Open the Today guide Add and group contactsAdd customers, import them from Excel, and build lists and segments for campaigns.Work with contacts Follow one customerStep by step: enquiry, check, visit, quote, advance, installation, AMC and renewal.See the journey
The rest of the docs
Service desk
Jobs on WhatsApp, certificates and AMC renewals.
Money desk
Quotes, advances, dues and every rupee on the record.
Today and notifications
Your daily work list and the alerts that keep things moving.
Settings
Stages, check questions, plans, messages and payments.
Getting started
Roles, the customer journey and the words we use.
Administration
For the Setaflow team: organizations, plans and subscriptions.
Recently updated
- 22 Oct 2026NEWRecords: create a record, the record page and moving stages
- 22 Oct 2026NEWCatalogue and Approvals on the Money desk
- 22 Oct 2026NEWTeam and technicians: add a no-login technician
- 22 Oct 2026UPDATEDQuotes: Send vs Send with advance, nudges and the customer quote page
- 22 Oct 2026UPDATEDEvery article now has real screenshots of the latest app
Stuck?
Our support team answers in English and Tamil, Monday to Saturday.