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.
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.