Dispatch, maintenance plans, and invoices — one board for HVAC crews.
Seasonal surge, tight routes, and repeat tune-ups live on one customer timeline. VertaFlow replaces the whiteboard and the three apps your office manager juggles.
Pipeline · Call → Estimate → Scheduled → Serviced → Invoiced
(01 — The status quo)
Where hvac teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Maintenance renewals live in someone’s head
Annual tune-ups and filter contracts slip until the homeowner signs with whoever called back first.
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
Service call becomes a job with equipment history
VertaFlow keeps this step on one timeline per customer so your hvac team moves faster without losing context.
- 02
Tech builds the estimate from the truck
VertaFlow keeps this step on one timeline per customer so your hvac team moves faster without losing context.
- 03
Approved work lands on the dispatch board
VertaFlow keeps this step on one timeline per customer so your hvac team moves faster without losing context.
- 04
Visit notes and photos attach to the customer
VertaFlow keeps this step on one timeline per customer so your hvac team moves faster without losing context.
- 05
Invoice and payment close the loop same-day
VertaFlow keeps this step on one timeline per customer so your hvac team moves faster without losing context.
(03 — What you get)
Built specifically for hvac workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Maintenance plan scheduling
Built for hvac companies — not a generic CRM with renamed fields.
Mobile estimates + e-sign
Built for hvac companies — not a generic CRM with renamed fields.
Multi-crew dispatch board
Built for hvac companies — not a generic CRM with renamed fields.
Equipment history per address
Built for hvac companies — 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 hvac 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 hvac teams actually ask before they switch. See the full HVAC FAQ →
› 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.
See VertaFlow with the HVAC 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.