Sirvez

Sirvez is an HVAC management and installation software designed to streamline operations for HVAC contractors, audio-visual integrators, field service technicians, system integrators, and professionals in the HVAC industry. The vendor claims that this software offers a range of features and tools to optimize project management, improve customer communication, automate workflows, and ensure efficient product tracking and data collection.

Key Features

Forms: According to the vendor, users can add custom forms throughout the project flow, including site surveys, product testing, and customer sign-off. This feature allows for the collection of data such as products and installation criteria, automating data capture on site surveys, and customization of forms with various input options.

Customer Portal: The vendor states that users can create a unique URL for the company portal, allowing customers to log in and view status updates, access the asset library, and easily sign-off on projects. This feature aims to enhance communication and collaboration with customers while providing them with convenient access to project information.

Delivery Schedules: Users can schedule and manage all deliveries for a project, coordinating multiple sources and locations, according to the vendor. This feature includes the capture of essential data such as Proof of Delivery (POD), site contact names, and signatures to ensure accurate and timely product delivery.

Proposals: The vendor claims that users can generate detailed proposals by utilizing site survey and product data. This feature allows for the creation of company-branded documents and seamless integration of product data from data feeds. Users can also include rich data such as images, data sheets, and warranty details to create compelling proposals.

Engineer Job Sheets: Users can generate comprehensive job sheets for installers, providing them with all the necessary information for a smooth installation process, according to the vendor. This feature includes the inclusion of product locations, data points, and optional images from the site survey to ensure accurate and efficient installations.

Xero Integration: The vendor claims that users can import or export products from Xero to Sirvez, assigning locations to products during import. This feature allows users to instantly view changes made to invoices, quotes, or sales orders, streamlining accounting processes and improving data management.

QR Codes: Users can easily manage products with QR codes, allowing for efficient check-ins to designated locations, according to the vendor. This feature enables customers to access product details and raise helpdesk tickets while tracking product activity and service history for better management.

Product Management: According to the vendor, users can assign kits to rooms and set specific data requirements such as testing forms, serial numbers, and IP addresses. This feature aims to ensure accurate product tracking and streamlined management, improving organization and efficiency.

Stickers: Users can add overlays to site survey images to replicate how products will look when installed, according to the vendor. This feature provides a visual representation for better planning and communication, ultimately improving accuracy and efficiency in the installation process.

Sign-off: According to the vendor, this feature allows users to attach testing forms to products, upload images and videos, and facilitate a two-stage sign-off process for integrators and customers. Downloadable PDF and XLS files with product commissioning data ensure proper documentation and project completion.