Locateflow

Help Center

Search LocateFlow guides and FAQs.

Public help for addresses, services, moving tasks, billing, privacy, account security, and support workflows.

Articles

Account & Billing

Managing Your SubscriptionHow to view, upgrade, or change your LocateFlow plan.
# Managing Your Subscription ## Billing Controls When billing is configured for your environment, subscription controls are available from **Settings**. ## How to Review Billing 1. Go to **Settings** 2. Open the billing or subscription section 3. Review current status and available account actions ## Data Access Export and account deletion tools remain available from Settings regardless of subscription state.
Was this helpful?Yes (0)No (0)0 views
Managing Account DataUse LocateFlow only for data you have permission to manage.
# Managing Account Data LocateFlow is built for the address, service, provider, and moving records you have permission to manage. Keep private provider entries and service notes scoped to your own account, and avoid storing data you are not authorized to use.
Was this helpful?Yes (0)No (0)0 views
Exporting Your DataDownload your data for backup or transfer.
# Exporting Your Data ## How to Export 1. Go to **Settings** > **Data Export** 2. Choose what to export: - Addresses - Services - Moving Plans - Documents - Budget data 3. Select format (CSV or JSON) 4. Click **Export** 5. Download will start automatically ## What's Included - All your personal data - Service details and costs - Moving plan tasks and progress - Budget entries - Document metadata (not the files themselves) ## Data Portability You have the right to your data at any time. Exports are available in standard formats that can be imported into spreadsheet applications.
Was this helpful?Yes (0)No (0)0 views

Getting Started

Getting Started with LocateFlowLearn how to set up your account and start managing your relocation.
# Getting Started with LocateFlow Welcome to LocateFlow! Here's how to get started: ## 1. Add Your Address Start by adding your current home address. Go to **Addresses** and click **Add Address**. Fill in your street, city, state, and ZIP code. ## 2. Connect Services Once you have an address, add the services connected to it — utilities, insurance, subscriptions, local providers, etc. Go to **Services** and click **Add Service**. ## 3. Create a Moving Plan When you're ready to move, create a **Moving Plan** with your from/to addresses and move date. LocateFlow will generate local checklist tasks. ## 4. Track Your Budget Use the **Budget** section to track monthly income and expenses across all your services. ## 5. Get Help Use the Help Center and Support pages for current-product guidance.
Was this helpful?Yes (0)No (0)0 views
How to Add Your First AddressStep-by-step guide to adding an address to your account.
# How to Add Your First Address ## Steps 1. Navigate to **Addresses** from the sidebar 2. Click the **Add Address** button 3. Fill in the required fields: - **Street Address** (required) - **City** (required) - **State** (required) - **ZIP Code** (required) - **Nickname** (optional, e.g. "Home", "Office") - **Address Type** (Home, Apartment, Condo, etc.) - **Ownership** (Own or Rent) - **Start Date** (when you moved in) 4. Click **Save** ## Tips - You can add multiple addresses to track services at each location - Use nicknames to easily identify addresses - The start date helps track how long you've been at each address
Was this helpful?Yes (0)No (0)0 views
Connecting Your ServicesHow to add and manage utility and service providers.
# Connecting Your Services ## What Are Services? Services are any recurring accounts tied to your address — utilities (electric, gas, water), internet, insurance, subscriptions, gym memberships, etc. ## How to Add a Service 1. Go to **Services** from the sidebar 2. Click **Add Service** 3. Select or search for a **provider** from our database 4. Choose the **category** (Electric, Gas, Internet, etc.) 5. Link it to one of your **addresses** 6. Enter the **monthly cost** (optional but recommended for budgeting) 7. Set **billing date** and **contract end date** if applicable ## Service Categories - **Utilities**: Electric, Gas, Water, Trash - **Communication**: Phone, Internet, Cable - **Insurance**: Auto, Home, Health, Life - **Financial**: Bank, Credit Card, Mortgage - **Lifestyle**: Gym, Subscriptions - **Transportation**: Toll, Transit
Was this helpful?Yes (0)No (0)0 views
Creating a Moving PlanPlan your move step by step with tasks and timelines.
# Creating a Moving Plan ## Overview A Moving Plan helps you organize everything about your move — from packing to transferring services. ## Steps 1. Go to **Moving** from the sidebar 2. Click **Create Moving Plan** 3. Select your **from** and **to** addresses 4. Set your **move date** 5. LocateFlow will auto-generate a task checklist ## Managing Tasks - Check off tasks as you complete them - Add custom tasks for your specific needs - Tasks are organized by category (Packing, Services, Documents, etc.) ## Box Tracking - Track boxes by room (Kitchen, Bedroom, etc.) - Mark boxes as packed - See your overall packing progress ## Tips - Start your plan at least 4-6 weeks before your move - Use the task list as a checklist to avoid forgetting anything - Transfer or cancel services as you check them off
Was this helpful?Yes (0)No (0)0 views

Managing Services

How to Transfer Services When MovingGuide to transferring utilities and services to your new address.
# How to Transfer Services When Moving ## Before Your Move 1. **Review your services**: Go to Services and note which ones need to be transferred, cancelled, or replaced 2. **Contact providers early**: Most utility companies recommend 2-4 weeks notice 3. **Schedule disconnection**: Set a final date for your current address (usually your move-out date) 4. **Schedule connection**: Set a start date at your new address (ideally 1-2 days before move-in) ## Common Services to Transfer - **Electric & Gas**: Contact your current provider or find a new one at your destination - **Water**: Usually managed by the city/county — contact your new municipality - **Internet/Cable**: Check if your provider serves your new area; if not, find a new one - **Insurance**: Update your address with auto, home/renters, and health insurance providers ## Services That Follow You These typically just need an address update: - Phone carriers - Streaming subscriptions - Bank accounts - Credit cards - Gym memberships (check for location transfers) ## Don't Forget - **USPS mail forwarding**: Set up at moversguide.usps.com - **DMV**: Update your driver's license within the required timeframe - **Voter registration**: Register to vote at your new address
Was this helpful?Yes (0)No (0)0 views
Tracking Monthly Service CostsMonitor your spending across all services and addresses.
# Tracking Monthly Service Costs ## Service Cost Tracking When adding or editing a service, enter the **monthly cost** field. This allows LocateFlow to: - Show total monthly expenses per address - Display spending by category on your dashboard - Track cost trends over time ## Budget Feature For more detailed tracking, use the **Budget** section: 1. Go to **Budget** from the sidebar 2. Add a monthly budget entry 3. Set planned vs. actual income and expenses 4. View category breakdowns 5. Compare budget vs. actual spending ## Dashboard Widgets Your dashboard includes several cost-related widgets: - **Spending by Address**: See how much each address costs monthly - **Expenses by Category**: Pie chart of where your money goes - **Upcoming Bills**: Bills due in the next 30 days - **Top Spending**: Your most expensive services
Was this helpful?Yes (0)No (0)0 views
Comparing Service ProvidersFind and compare service providers for your area.
# Comparing Service Providers ## Provider Directory LocateFlow may show listed providers for a state, ZIP, or category. Listings are directory guidance only. ## How Providers Work - **National listings** may be relevant in many states, but address-level availability must still be confirmed. - **State listings** are associated with a state or coverage row and may not serve every address. - **Custom providers** are private entries you add for local services such as dentists, gyms, or local offices. ## Important Caveat A listed provider is not an official, verified, or guaranteed match for your address. Confirm coverage, pricing, eligibility, deadlines, and account actions directly with the provider before acting.
Was this helpful?Yes (0)No (0)0 views

Moving

Complete Moving ChecklistEverything you need to do before, during, and after your move.
# Complete Moving Checklist ## 6-8 Weeks Before - [ ] Create a moving plan in LocateFlow - [ ] Research moving companies or rent a truck - [ ] Start decluttering — sell, donate, or discard items you don't need - [ ] Begin collecting packing supplies ## 4-6 Weeks Before - [ ] Notify your landlord (if renting) - [ ] Set up USPS mail forwarding - [ ] Transfer or cancel utilities - [ ] Update address with banks, insurance, employers - [ ] Schedule movers or reserve truck ## 2-4 Weeks Before - [ ] Start packing non-essential items - [ ] Label boxes by room - [ ] Confirm moving arrangements - [ ] Plan travel to new home ## 1 Week Before - [ ] Pack essentials box (first-night items) - [ ] Finish packing - [ ] Clean current home - [ ] Confirm utility activation at new address ## Moving Day - [ ] Do a final walkthrough of your old home - [ ] Take meter readings - [ ] Hand over keys - [ ] Supervise loading/unloading ## After Moving - [ ] Update driver's license at your new state's DMV - [ ] Register to vote - [ ] Explore your new neighborhood - [ ] Update LocateFlow with your new address and services
Was this helpful?Yes (0)No (0)0 views
Packing Tips & Box ManagementEfficient packing strategies and how to use box tracking.
# Packing Tips & Box Management ## General Packing Tips - **Start early**: Begin packing rooms you use least - **Label everything**: Mark boxes with room name and contents - **Pack heavy items in small boxes**: Books, tools, etc. - **Pack light items in large boxes**: Pillows, linens, etc. - **Use towels and linens as padding**: Save on packing materials - **Keep essentials separate**: Pack a first-night box with toiletries, chargers, change of clothes, snacks ## Box Tracking in LocateFlow Your moving plan includes box management: 1. Open your moving plan 2. Add boxes with a label and room assignment 3. Mark boxes as packed as you go 4. Track your overall packing progress ## Room-by-Room Strategy - **Kitchen**: Wrap dishes individually, pack glasses upright - **Bedroom**: Use wardrobe boxes for hanging clothes - **Bathroom**: Seal liquids in zip-lock bags - **Office**: Back up electronics, label cables - **Garage**: Drain gas from power tools
Was this helpful?Yes (0)No (0)0 views
Moving Timeline: Week by WeekA structured timeline to keep your move on track.
# Moving Timeline: Week by Week ## 8 Weeks Out - Research your new area's service providers - Get moving quotes from 3+ companies - Create your moving plan in LocateFlow ## 6 Weeks Out - Book your mover or reserve a truck - Start notifying service providers of your move - Begin decluttering ## 4 Weeks Out - Start packing non-essential rooms - Set up USPS mail forwarding - Transfer or set up new utilities - Update address with financial institutions ## 2 Weeks Out - Confirm all moving arrangements - Pack most rooms - Arrange childcare/pet care for moving day - Get cash for tips ## 1 Week Out - Finish packing - Prepare essentials box - Clean and photograph old home - Confirm utility disconnection/connection dates ## Moving Day - Final walkthrough and meter readings - Supervise movers - Hand over keys ## Week After - Unpack essentials first - Update DMV, voter registration - Explore your new neighborhood - Update LocateFlow with new services
Was this helpful?Yes (0)No (0)0 views

FAQ

Account

How do I create an account?
Click 'Get Started' on the landing page and sign up with your email address. You can also sign up using Google or other social providers through our authentication system.
How do I change my email address?
Go to Settings > Profile and update your email address. You'll need to verify your new email before the change takes effect.
Can I have multiple accounts?
Use one account for your own addresses, services, and moving plans. Only store records you have permission to manage.
How do I reset my password?
Click 'Forgot Password' on the login page. Enter your email address and we'll send you a password reset link.
Is my data secure?
Yes. All data is encrypted in transit and at rest. We use industry-standard security practices including regular audits, role-based access controls, and secure authentication.

Billing

What's included in the current plan?
Current account limits and billing status are shown in Settings when billing is configured. Export and delete controls remain available from Settings.
How do I cancel my subscription?
Go to Settings > Subscription and click 'Cancel Plan'. Your access continues until the end of your billing period. You can resubscribe anytime.
Where can I review billing terms?
Review the Pricing, Refund, and Settings pages for the current billing status and cancellation guidance available in your environment.

Moving

How far in advance should I create a moving plan?
We recommend creating your plan 6-8 weeks before your move date. This gives you enough time to handle all the tasks like transferring services, packing, and notifying providers.
Can I share my moving plan with other people?
The current product is account-scoped. If you coordinate with others, keep LocateFlow as your own local checklist and share details outside the app as needed.
What tasks does LocateFlow auto-generate?
Based on your addresses and services, we generate tasks for: USPS mail forwarding, DMV updates, voter registration, utility transfers, insurance updates, and more. You can also add custom tasks.
Can I have multiple active moving plans?
Yes, you can create and manage multiple moving plans simultaneously. This is useful if you're managing moves for different family members or properties.

Privacy

How do I delete my account?
Go to Settings > Danger Zone > Delete Account. This permanently removes all your data. We recommend exporting your data first from Settings > Data Export.
Do you sell my data?
No, never. We do not sell, rent, or share your personal data with third parties for marketing purposes. Your data is only used to provide the LocateFlow service.
Can I export my data?
Yes! Go to Settings > Data Export to download your addresses, services, moving plans, and budget data in CSV or JSON format.

Services

How do I add a new service provider?
Go to Services > Add Service, then search listed providers or add a local/custom provider. Custom providers are private to your account.
Can I track services at multiple addresses?
Yes! Add as many addresses as you need and link services to each one. Your dashboard will show a combined view of all your services.
How do bill reminders work?
When you set a billing date on a service, LocateFlow will send you reminders via email and in-app notifications before the bill is due. You can customize reminder timing in Settings > Notifications.
What service categories are available?
We support 20+ categories including: Electric, Gas, Water, Internet, Phone, Cable/TV, Insurance (Auto, Home, Health), Mortgage/Rent, Gym, Subscriptions, and more.