Questions and answers

No. The demo opens a sample HVAC company in your browser: technicians, customers, jobs, estimates and invoices. Nothing you do there is sent to us. Your changes stay in your own browser until you click Reset demo.

It shows the core of Berm: dispatch, the technician app, estimates, invoices, customers with their equipment, warranties and several service addresses, the pricebook and reports. Two newer features are in the app but not in the demo yet: job photos and signatures, and setting up maintenance plans with their prices and visits. The sample customers carry plan names, but the demo can't show what those plans include.

Every new company gets one month free, and no payment is needed to start. Email support@bermfsm.com with your company name and how many people need a login, and we set up your company.

Before the month ends, choose a plan. If you don't, your account is paused and your data is kept for 30 days, so you can still choose a plan or ask for an export. After that it is deleted.

Email support@bermfsm.com. Every plan includes email support, and a person reads every message.

$125 a month for up to 15 employees and $300 a month for 16 to 50. Paid yearly, those are $1,200 and $2,880 a year, 20% less than paying monthly. For more than 50 employees, email us and we will price your company. Prices are in US dollars and do not include sales tax.

Everyone with a Berm login: office staff as well as technicians. Your customers never need a login, so they never count.

No. Every plan includes every feature. The plans differ only in how many people can sign in.

Yes, at any time, by emailing support@bermfsm.com from an administrator's address. Cancelling takes effect at the end of the month or year you have paid for, and you keep using Berm until then. Fees are not refunded for part of a month or year, so a yearly plan cancelled partway runs to the end of its year.

By card, where we offer it, or by check or money order. Section 3 of the Terms has the details.

If it ever does, you get at least 30 days' notice, and the new price applies only from your next renewal.

Yes. Berm runs in the web browser, so there is no app store download. Technicians get a phone-sized view of their day, and the office can use a computer or a tablet.

See the day's visits in order, mark en route and arrived, call the customer, work through the visit checklist, read the customer's equipment and history, add parts and services from your pricebook, take photos, get the customer's signature, leave notes for the office and complete the job, which creates its invoice.

Not yet. Berm needs a mobile data or Wi-Fi connection to load and save a technician's work, and it has no offline mode.

No. Berm shows the status your technicians set (en route, on site, complete), not where their phone is.

Only the people you add to your team. Each company's records are kept separate in the database, and what each person can do depends on their role: administrator, office, technician or IT.

Yes. Each person can add a code from an authenticator app to their sign-in, so a stolen password alone does not open your company's records.

Yes, at any time. Administrators and office staff can export your company's records from the app as CSV or JSON files. If your subscription ends, you have 30 days to ask us for an export.

No. We do not sell your company's data, and we do not use it to train artificial intelligence models. The privacy policy says exactly what we collect and why.

Yes. Berm keeps encrypted backups, held for up to 30 days, to restore the service after a failure. They are not a copy for you to restore from yourself, so export your records now and then, and keep your accounting system up to date.

QuickBooks Online is in early access. Berm sends your customers, invoices and the payments recorded against them to QuickBooks Online. We are turning it on one company at a time, and the first invoices each company sends are checked in QuickBooks before anyone relies on the sync.

Two things it deliberately leaves to you: Berm does not send voids or refunds to QuickBooks (it lists them for you to enter), and it does not change a document it has already sent. QuickBooks Desktop is not supported. Until your connection is on, you can import records from QuickBooks exports.

Not yet. Card payments through your company's own Stripe account are built and being tested. When they are available, payments will go straight to your Stripe account, and Berm will add no fee of its own.

Yes. Your administrator sets your sales tax rates, each line of an invoice is marked taxable or not, and Berm works out the tax to the cent. You stay responsible for your rates and your tax filings: Berm records tax, it does not give tax advice.

Yes. You can import customers, jobs, estimates, invoices and your pricebook from CSV files, including exports from Excel or QuickBooks. Berm gives you a template for each one.

No. Only your own team signs in to Berm.

Yes. Email support@bermfsm.com about your team, and we will put together pricing for your company.