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.
Your workspace always shows its own vertical
Section titled “Your workspace always shows its own vertical”Once you pick a vertical, your workspace always renders as that vertical. There’s no in-app switcher to preview or operate as another industry — the theme, nav, and dashboard are fixed to your business type.
If you sell or manage multiple businesses (agencies, especially) and need to work
across verticals, you use a separate per-vertical demo login — one real account
per industry, provisioned via scripts/provision-reseller-demo-tenants.mjs — so each
signs in natively as its own trade. See
How verticals work.
Got it wrong?
Section titled “Got it wrong?”If your nav and terminology don’t match your trade, see Wrong terminology or nav.