Product Management and Workflow Software for Audio Visual Integrators

Enhance collaboration and improve efficiencies across the lifecycle of a project, from initial site survey through to installation and sign-off. Get rid of paperwork, simplify and manage your operations from any location with our all-in-one field AV service management software.

Sirvez Project Management Tools:

Forms – Add custom forms throughout the project flow including site survey, testing of products, and customer sign-off. 

Customer Portal – Create a unique URL for your company portal (www.sirvez.com/yourcompany/). Customers can log in to see status updates, asset library, and sign-off on projects. 

Delivery Schedules – Schedule all deliveries for a project from multiple sources to many locations, capture data such as PODs, site contacts names and signatures. 

Proposals – Generate detailed proposals using site survey and product data in company-branded document. Integrate products from data feed to add rich data for products including images / data sheets (download link) and warranty details.  

Engineer Job Sheets – Generate detailed job sheets for installers to include the exact location of products being installed and what data points need collecting and testing for each individual product. Option to include images from the site survey. 

Xero Integration – Import or export products from Xero to Sirvez or visa versa. When importing into Sirvez you can assign locations to products during the import and instantly see if changes have been made to the invoice, quote or sales order. 

QR Codes – Easily manage products, check-in to a location, used by customer to bring up product details and easily raise help desk ticket or see product activity such as last service date or help desk history. 

Product Management – assign kit to rooms and set data requirements from the installer including testing form plus serial number or IP etc.

Stickers – Add overlays to site survey images to replicate how the product will look when in situ.

Sign-off – Attach testing forms to products, upload images and videos and mark as complete. Two-stage sign-off to include integrator and customer. Downloadable PDF and XLS with all the product commissioning data via the customer portal. 

Data Feeds – Sync your product library with content-rich product data from distribution companies such as Midwich, Sahara, and Northamber. 

Workflow Stages

Site Survey

  • PWA , (soon to be iOS Android) apps for tablet with offline mode
  • Create locations, upload images, notes and add products to site survey
  • Create site survey forms to automate data capture such as products and install criteria
  • Generate company-branded proposal document
  • Customer portal for end-user to view site survey, view proposal and "accept" if happy
  • Send details to Xero to create an instant invoice
More Info

Resource Planning

  • Automated workflows, assign users to tasks and assign to Kanban board & bucket
  • Calendar management with staff availability checker option to block out AL & Training
  • Partner with third party contractors and give access to only parts you want them to see
  • Timesheets auto-generated against the project when you add an engineer to calendar booking
  • Generate company-branded engineer job sheets.
More Info

Product Planning

  • Xero integration - Import & assign products to locations or Export to create an invoice
  • Data feeds, view images / pdf and add to product library - view stock levels and pricing
  • Delivery schedules - organize incoming and outgoing deliveries and assign to warehouse rack / shelf
  • Proof of Delivery feature - request signatures from site contacts
More Info

Install & Sign Off

  • Assign testing form to Individual products and upload images and videos
  • Sign-off Individual rooms when products are signed-off
  • Create sign-off forms to capture info / signature from the site contact
  • Generate reports / spreadsheet when signed-off, detailing all products / data points and testing data in company-branded document
More Info

Project Workflows

  • Workflow automation - set standard tasks in custom workflow and assign them to project
  • Boards and buckets - create custom Kanban boards and auto set buckets as you complete workflow tasks
  • Assign users and set time scales for workflow tasks and view all tasks on a dedicated calendar
  • Log hours against workflows and for full transparency on project times
More Info

Service Desk

  • Ticketing Management (forms and email)
  • Autoresponders
  • Customer Portal
  • Helpdesk Calendar
  • Kanban Boards
  • QR Codes on products for easy helpdesk submission
  • Many many more features

Coming Soon

Case Study

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