Catering FAQ
VertaFlow for catering & events: your questions
The questions catering teams actually ask before they switch — pricing, migration, seats, and how the workflow fits.
Catering & Events questions
› Can I track deposits and final balances per event?
Yes — deposits, change orders, and final invoices live on the event record with payment status visible.
› Can I start free without a credit card?
Yes — 30 days on the full product, no card required. Add a card anytime to extend to 60 days.
› Does VertaFlow work on mobile?
The CRM runs in the browser on any phone or tablet — estimates, scheduling, and customer lookup from the field.
› Can I export my data?
CSV export of clients, jobs, invoices, and history whenever you want — no lock-in.
› How fast can we go live?
Sign in with the catering template loaded — pipeline, records, and terminology match your trade on day one.