HVAC FAQ
VertaFlow for hvac companies: your questions
The questions hvac teams actually ask before they switch — pricing, migration, seats, and how the workflow fits.
HVAC Companies questions
› Can VertaFlow track equipment per service address?
Yes — each location carries its own equipment list and visit history so the tech on the next call sees everything instantly.
› 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 hvac template loaded — pipeline, records, and terminology match your trade on day one.