Name: Sirvez
Price: 30 USD
Author: Sirvez

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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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.

Basic

Business

Kure

TaskQue

Sirvez

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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