Pick your vertical
Your vertical is your business type. VertaFlow uses it to do two things:
- Rename records — your “jobs” become matters, shoots, reservations, or cases; your “appointments” become sessions or dispatches; and so on.
- Reshape the menu — a restaurant gets a Floor map and Kitchen display; a service pro gets Crew and a Schedule; an agency gets a sales Pipeline and Preview Sites.
Nothing about your data changes — only what it’s called and how it’s laid out.
Choosing at sign-up
Section titled “Choosing at sign-up”When you create your account you pick from five bases:
| Base | For |
|---|---|
| Agency | Agencies, consultants, creative studios, legal, real estate, education |
| Service Pro | HVAC, plumbing, electrical, cleaning, landscaping, auto shops, photography, gyms |
| Restaurant | Restaurants, cafés, bars |
| Retail | Retail and e-commerce stores |
| Wellness | Spas, yoga/fitness studios, chiropractic, healthcare |
Each base also has more specific variants (for example, Service Pro splits into Auto Shop, Landscaping, Photography, and more). Variants fine-tune the wording and add a subject hub where it makes sense — a Vehicle for auto shops, a Property for trades and real estate, a Matter for law, a Case for healthcare. See the Verticals section for the full breakdown.
What it looks like in practice
Section titled “What it looks like in practice”- Service Pro → top nav leads with Jobs, Schedule, Clients, Crew, Estimates, Invoices, Appointments.
- Agency → Pipeline, Clients, Estimates, Invoices, Projects, Tickets, Analytics, plus marketing tools (UTM, Widgets, Preview Sites, Pixel).
- Restaurant → Reservations, Floor, Kitchen, Clients, Invoices, Tickets.
- Retail → Storefront, POS, Orders, Products, Inventory, Loyalty.
- Wellness → Appointments, Availability, Packages, Clients, Invoices.
Previewing every vertical
Section titled “Previewing every vertical”If you sell or manage multiple businesses (agencies, especially), open
Verticals (/vertical-switcher) from the navigation. It shows a tile for each
industry; click one to preview that vertical’s theme, nav, and dashboard without
changing your real workspace. Skin previewing is also available from agency
settings (/settings/skins).
Got it wrong?
Section titled “Got it wrong?”If your nav and terminology don’t match your trade, see Wrong terminology or nav.