Welcome to Avitly

Avitly is one workspace for an AV or IT integration business: design the system on the floor plan, quote off that design, run the install, and keep servicing the site years later. Everything lives on one record per project, so the drawing, the quote, the purchase orders, the install hours and the aftercare tickets all point at the same job.

The four parts of the job

The product is organised around design, sales, install and service. Design covers floor plans calibrated to true scale, device placement, rack elevations, wiring plans and cable lengths. Sales turns the bill of materials into a priced quote and a branded offer page your client accepts online, then invoices from it. Install covers purchase orders, the installer pack, project timeline, crew planning and time tracking. Service covers tickets, RMA, installed devices, the credentials vault and recurring maintenance plans.

In the app the paid modules you actually switch on per person are named Design, Sales, Service and Planning. Planning is the crew scheduling and time tracking half of install work; the purchasing and invoicing half sits inside Sales.

The platform comes with every seat

You do not buy a base plan. Every member of your organisation gets the platform itself, with no module and no fee: projects, tasks, timeline and comments, customers and contacts, the product catalogue and suppliers, labour rates, the dashboard, notifications, files and notes. A seat with no modules costs nothing, so the whole team can be in the workspace and you only pay for the people doing design, sales, service or planning work.

Without the Platform Pro upgrade the free platform is limited to two active projects and client documents carry Avitly branding.

What happens when you sign up

Creating an organisation starts a 14 day trial with every module switched on for you, so nothing is hidden while you are evaluating. The trial ends by itself. Nothing is charged unless you go through checkout, and there is no card on file during the trial.

The AI assistant is the one exception: it is part of Platform Pro and stays off until an owner turns it on in Settings, Preferences.

Where to go next

Read Quickstart to get from a signed up account to a first quote. If you would rather look before you set anything up, Try the demo signs you into a fully populated example organisation in one form. When you are ready to bring colleagues in, Invite your team explains roles, seats and what each one costs.

A note on wording

Your workspace is called an organisation throughout the app. One person can belong to several organisations and switch between them from the sidebar, which is how installers who work for two companies, or consultants with several clients, use Avitly. Everything you see, from projects to invoices, belongs to exactly one organisation.