Vercid frequently asked questions

Vercid is a business-operations platform that combines ERP, CRM, and CMS in one system for service businesses. Dispatch, inventory, billing, files, and client chat run on a single live record with an append-only audit log, so nothing is silently lost. Each client gets a workspace rendered in their own brand at their own subdomain.

All three, in one platform. Dispatch, inventory, fulfilment, and exceptions cover the ERP side; client workspaces, chat, and seat management cover the CRM side; and per-workspace announcements, files, and branded pages cover the CMS side. A service business runs day-to-day work and client relationships from one system instead of stitching four or five tools together.

Small and mid-sized service businesses: restoration contractors, equipment-rental and dispatch operations, field-service companies, and agencies that give each client a branded portal. If your operation currently runs on a mix of spreadsheets, text messages, and a whiteboard, Vercid is built for you.

Yes, fully. Each client workspace renders in the client's own brand — their colors, fonts, and logo — at their own subdomain, such as clientname.vercid.com. Your clients see their company on the screen, not the platform's and not yours.

The dispatch console gives you a live status board, a map with job pins color-coded by urgency and service type, and a driver pickup queue. Dispatchers see every job's true state at a glance, and drivers see what to pick up next. It replaces the whiteboard, the radio check-in, and the spreadsheet of open jobs.

Inventory lives in a spreadsheet-style grid that works the way Excel or Sheets does, so your team keeps the workflow they already know — but every change is logged instead of overwritten, so double bookings and clobbered edits stop. Dedicated ops views cover fulfilment and exceptions, so what's out, what's late, and what needs attention are each one screen away.

It stays in the record. Every change lands in an append-only audit log — changes are added, never erased — and full-text search makes the history findable, not just stored. For businesses that deal with disputes or insurance claims, that trail is the difference between an argument and an answer.

Yes, on iOS and Android. The app wraps the workspace, so field staff and clients get the same branded experience on a phone, and chat messages arrive as push notifications. Chat between your team and a client happens inside the workspace, next to the jobs and files it concerns.

Every workspace is a separate tenant enforced with row-level security in the Postgres database, so one client's data is never visible to another. Access inside a workspace is role-based, with invites and per-seat licensing you control. Members sign in directly or with Google single sign-on, and adding or removing someone is one action, not a ticket.

Your operational records leave with you, and personal data is deleted when the engagement ends — only money-related records required for accounting are retained. Your history isn't held hostage.

Pricing is quoted per operation, based on the modules and seats you need. Book a walkthrough and we'll scope it with you in one call.