Work orders, approvals, and customer updates — built for the bay.
From write-up to invoice, every RO stays on one timeline. Customers get clear approvals; your advisors stop chasing status in five places.
Pipeline · Check-in → Diagnose → Approved → In shop → Invoiced
(01 — The status quo)
Where automotive teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Customers call three times for a status update
The advisor is in the bay, the tech is on lunch, and the front desk guesses — trust erodes fast.
Customer history scattered across tools
Notes in texts, invoices in accounting, photos on a tech’s phone — nobody sees the full relationship on one screen.
Follow-ups slip when the day gets busy
Estimates sent but never chased, renewals due but not scheduled, and the revenue walks out the door quietly.
The team retypes the same data twice
A job closes in the field, then someone rebuilds the same invoice and timeline in another system at the desk.
Reporting is always a week behind
You find out which services actually make money after the month closes — not while you can still fix the schedule.
Onboarding a new hire takes too long
They learn four logins before they can answer where a customer stands — and clients feel the handoff.
(02 — How it works)
A day in your business, run on VertaFlow.
Five steps from the moment a request arrives to the moment your customer comes back.
- 01
Vehicle check-in captures the concern
VertaFlow keeps this step on one timeline per customer so your automotive team moves faster without losing context.
- 02
Estimate sent for digital approval
VertaFlow keeps this step on one timeline per customer so your automotive team moves faster without losing context.
- 03
Job moves through shop stages on the board
VertaFlow keeps this step on one timeline per customer so your automotive team moves faster without losing context.
- 04
Photos and notes stay on the RO
VertaFlow keeps this step on one timeline per customer so your automotive team moves faster without losing context.
- 05
Invoice + payment when keys go back
VertaFlow keeps this step on one timeline per customer so your automotive team moves faster without losing context.
(03 — What you get)
Built specifically for automotive workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Digital estimate approval
Built for auto shops — not a generic CRM with renamed fields.
Service history by customer
Built for auto shops — not a generic CRM with renamed fields.
Shop floor status board
Built for auto shops — not a generic CRM with renamed fields.
Automated status messages
Built for auto shops — not a generic CRM with renamed fields.
Plays nicely with
Your existing stack stays.
Built-in connections, plus the tools to link up almost anything else — connect VertaFlow to whatever your automotive team already uses.
(04 — Outcomes our customers report)
The numbers that move when the workflow tightens.
Faster follow-up
Less retyping
Clearer pipeline
Frequently asked
The questions automotive teams actually ask before they switch. See the full Automotive FAQ →
› Can customers approve estimates on their phone?
Yes — send a link, they approve on the spot, and the job moves forward without phone tag.
› 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 automotive template loaded — pipeline, records, and terminology match your trade on day one.
See VertaFlow with the Automotive template loaded.
Start free — 30 days, no card. Your industry pipeline is ready on first login.
VertaFlow Free $0 · paid plans $49–$249/mo (VertaFlow Starter to VertaFlow Scale) — every paid tier includes 30 days free, no card — 60 with a card.