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How Avitly works
Every feature, in the order a job runs: design the system, quote it, install it, service it.
Getting started
Welcome to AvitlyWhat Avitly is, how the platform and modules fit together, and what you get on day one.QuickstartFrom a new account to your first quote: sign up, create an organisation, and set up the basics that documents depend on.Try the demoSign in to a fully populated example organisation without creating an account, and what the demo does and does not let you do.Invite your teamHow to invite colleagues, pick a role, assign paid modules, and manage pending invitations.
Design
Floor plansImport a plan, calibrate it to true scale, and place every device at its real footprint.Connectors & signal validationAvitly models every port on two axes and refuses to connect ports that cannot physically or electrically work together.Cable runs & lengthsDraw a cable on the floor plan and Avitly works out its true length: horizontal run, slack, and vertical drop.Rack plansBuild racks in U, drag gear into slots, and let collision detection stop overlaps before you order.SPL coverage heatmapPlace speakers and see modelled sound pressure level across the room as a live heatmap.Camera coverage & DORIPlace a camera and see its field of view on the plan, with DORI bands for detect, observe, recognise, and identify.Spec sheet scannerDrop in a manufacturer PDF and Avitly reads off its inputs and outputs, ready for you to review before saving.Rack & wiring templatesSave a rack cabinet or wiring diagram once and drop it into any project from then on.
Sales
Quotes & marginBuild a priced quote from products and labour, with live margin on every line and the total.Interactive offersSend a client a link with good, better and best versions and optional add-ons they accept online.Offer access & protectionPassword protect an offer, restrict it to named emails, and stop it being casually copied.Invoicing & paymentsInvoice from an order or straight from a quote, record payments, and chase overdue amounts.Product catalogKeep cost, sell price, margin and specs per product, and bulk import a supplier's price list.Versions & revisionsTrack floor plan and quote revisions on a version board and link the ones you actually sent.PDF exportExport an offer as a branded PDF proposal, with your logo, quote tables and payment schedule.Customers & projectsKeep every customer, project, quote and note in one linked record instead of scattered files.Branding & dashboardPut your logo and bank details on every document, and track pipeline and win rate on the dashboard.Customer modeHide cost and margin figures with one toggle so you can open the app in front of a client.
Install
Bill of materialsThe live product list for a project, built from your floor plans, racks and quotes.PurchasingReserve stock, raise purchase orders per supplier, email them and book goods in.Installation trackingRecord what is physically on site, with serial numbers, warranty, RMA and replacements.Project timelineLay out project phases on a six week grid and book crew directly on a phase.Crew planningSee who is on which project and when, book days or hours, and catch double bookings.Time trackingLog hours against projects and maintenance plans, then turn them into invoice lines.TasksTrack punch list items and follow up work on a board, list, table or timeline.CalendarOne month, week or day view of crew bookings, project dates and task deadlines.Device config filesStore device configuration exports with the project and link them to the unit they came from.
Service
Support ticketsTrack client issues in a queue linked to the project they belong to.Maintenance & service plansSell recurring service contracts with prepaid hours, drawdown, and low-balance alerts.RMA & returnsTrack returns to suppliers from request to outcome, linked to the affected device.Device credentials vaultStore device logins and secrets encrypted, with a security model you should read before relying on it.Project chatA running conversation attached to the project itself, with @-mentions.Chat on tasks, tickets & RMAsThreaded discussion on a single task, ticket, or RMA, so context stays with the work.AI assistantAsk questions about your own workspace in plain language; it never touches secrets and never writes without approval.
Platform & account
OrganizationsWhat an organisation is, how to configure it, switch between several, and delete one.Account settingsYour personal profile, language, sessions, invitations, and what is not built yet on this page.Billing and plansHow seats, modules and Platform Pro are priced, how checkout and invoices work, and how to change or cancel your plan.NotificationsThe in-app notification feed, what generates a notification today, and which email settings are not live yet.API and keysPersonal API keys, what each access level grants, how reading and writing work, and what a key can never touch.Security and dataHow access control, tenant isolation, encryption and auditing work, and what is not built yet.
