Take images of where your new kit is going and add a sticker to give an instant viusal of the kit "in situ"
To speed the process of capturing data on a site survey you can add a stadard templated form to capture key information on the fly. Form data types include buttons, check boxes text input, drop down boxes and product.
Add conditional logic to your form options to speed up the process of adding products and data to your site survey. for example, only show product X options if button Y is clicked on.
Assign Sticker IDs to button options. When an option with sticker ID is selected this will then make the sticker easily available when you take an image whilst on your site survey.
Upload a spreadsheet of your products to sirvez along with technical information and brochures and easily add a products to rooms / locations whilst on your site survey.
ERP / CRM Integration
Whilst not a stadard features we can work with your current ERP/ CRM to sync your products into Sirvez and depending on the end points of your current system we can also add an option to send the products in your site survey and create a quote from the data you have collected on the site surey.
Create a task to remind yourself, your collegue or the customer to complete an action for a desgnated timescale. This could be as simple as seting a reminder to create a quote or to include a technical or projecect management lead to help with the quote.
Break a task down into smaller components with sub tasks, assign subtasks to diferent staff memebrs, upload attachments and set deadlines.
Stickers are instant image visuals of the kit you want to install. When you take an image whilst on a site survey you can edit the image and access the library of sticker images.
Categories your stickers
Easily access the stickers you want by categorising the stickers into the corrct section. You can also favourite stickers that you use most often so they are easily available.
You can learn more about how it works on our blog.