Service Pro FAQ
VertaFlow for service pros (hvac, plumbing, electrical, landscaping): your questions
The questions service pro teams actually ask before they switch — pricing, migration, seats, and how the workflow fits.
Service Pros (HVAC, Plumbing, Electrical, Landscaping) questions
› Does the mobile app work offline?
Yes. Techs can build estimates, capture photos, and collect signatures with no signal. Everything syncs when they reconnect.
› Can I import my price book?
CSV upload or copy from QuickBooks. We will help map markup rules and labor categories during onboarding.
› How do recurring service plans work?
Set the cadence per customer (annual, semi-annual, quarterly). VertaFlow auto-creates the next job on the schedule, emails the customer to confirm, and books it on the dispatch board.
› Does it work with QuickBooks?
There is no live two-way QuickBooks sync. VertaFlow exports invoices, payments, and customers to CSV any minute, so you can hand them to your bookkeeper or import into QuickBooks Online or Desktop. Stripe handles the payments side natively.
› Can I send "on my way" texts to customers?
Yes. Auto-fire on job start with the tech’s name, photo, and live ETA from the route. Customer gets one text instead of three calls to your office.
› How does the dispatcher see two crews at once?
Multi-crew board view with rows per truck or per tech. Drag jobs to reassign. Color coding by job type or status.
› What about commercial accounts with multiple locations?
Each commercial customer can have many service addresses, each with its own equipment list and visit history. Invoices roll up to the parent account.
› Can I take a deposit on the estimate?
Yes. Customer signs the estimate and pays the deposit on the same screen via Stripe. Job stays on hold until paid.