Question 1

What is VisitFlow?

Accepted Answer

VisitFlow is a field service management platform that helps companies plan, schedule, optimize, and track home-visit appointments. It combines an intuitive dispatcher dashboard with a mobile app for field technicians and a self-service booking portal for clients.

Question 2

How does route optimization work?

Accepted Answer

Our algorithm analyzes appointment addresses, required skills, technician availability, and time constraints to build optimized daily routes. The result: up to 30% less drive time per technician, which translates directly to more jobs per day.

Question 3

Is there a free trial?

Accepted Answer

Yes. You can start a free trial on the Starter or Growth plan — no credit card required. Your trial includes full access to all features for 14 days.

Question 4

What are appointment credits?

Accepted Answer

Each plan includes a monthly bundle of appointment credits. One credit equals one scheduled appointment. If you need more, you can purchase additional credit packs at a discounted per-appointment rate that scales with volume (e.g., 100 credits at $0.80 each, 1,000+ credits at $0.30 each).

Question 5

Is VisitFlow compliant with HIPAA and data protection regulations?

Accepted Answer

VisitFlow is built with enterprise-grade security: all data is encrypted at rest and in transit, a full audit trail logs every action, and we offer GDPR and CCPA consent management. HIPAA is not included out of the box: for Enterprise customers who need it, we can set up a HIPAA-compliant deployment and sign a Business Associate Agreement (BAA) on request.

Question 6

Is there a mobile app for field technicians?

Accepted Answer

Yes — VisitFlow includes a Progressive Web App (PWA) that works on any smartphone. Technicians see their daily route, get turn-by-turn directions, capture photos as proof of service, collect client signatures, and update appointment statuses — even with limited connectivity.

Question 7

Can clients book appointments online?

Accepted Answer

Absolutely. You can share a personalized booking link so clients choose their service, pick an available time slot, and receive automatic confirmation. Everything syncs instantly with your schedule.

Question 8

What industries does VisitFlow support?

Accepted Answer

VisitFlow adapts to any field service trade: home healthcare, plumbing and HVAC, electrical, professional cleaning, delivery, equipment maintenance, personal services, installation, and more. Terminology, workflows, and custom fields are configurable per company.

Field service management software for home service teams