Plot devices on the plan.
Watch the proposal build.

Scope the job, design the system, and send the proposal — without touching a different tool at any step.

• Scope questionnaire — send directly to the customer or their GC before you ever touch the design. Their answers pre-populate the project. No re-entering what they already told you.
• Floor plan design — upload the architect's PDF and place every device on the same drawing: AV, cameras, networking, alarms, smart home. Camera FOV overlays show real coverage. WiFi APs generate a heatmap. Speakers assign to zones by room. Alarm contacts link to their partition automatically.
• Rack layout + zone schedules — U-by-U rack designer with auto PoE budget. Alarm devices placed on the plan generate the zone list automatically. No building it twice.
• Proposal builds from the design — every device on the floor plan appears in the proposal instantly. Cameras and alarms organized by system. TVs and speakers by room. You control what the customer sees and how pricing is displayed.
• AI-drafted scope of work — VANTaiGE writes the narrative scope from your equipment list. You edit, approve, send.
• Customer approval in their portal — they see the floor plan, the device list, and pricing in one place. Accept, decline, or request changes. Forward to a spouse, designer, or builder as a guest reviewer.
• Change orders — built in 30 seconds. Customer sees only what changed. Reflected in job cost automatically.

From the moment a proposal is accepted, every dollar in and out is tracked against the job.

• Schedule templates — start from a template built for your trade, not from scratch. Rough-in, trim, and final phases already mapped out. Adjust dates, assign crews, push to phones.
• Homeowner updates via email, text, or app — connect your own Gmail or Microsoft 365 to send from your company email and sync appointments to your calendar. Customers are kept in the loop automatically.
• Purchase orders + receipt tracking — generate POs from the accepted proposal. Drop in a receipt PDF and AI parses vendor, total, and line items so you're not maintaining a spreadsheet.
• Job costing — every receipt, every labor hour, every change order rolled up live against the project's P&L. Know your margin before the job closes.
• Change orders that don't suck — built in 30 seconds, customer approves in the portal. Reflected in your job cost automatically.
• Inventory + barcode scanning — scan barcodes with your phone to receive items for the project. No clipboard. No spreadsheet. Every item tracked from order to install.

Customer reports an issue → ticket created → tech dispatched → resolved → billed. One workflow.

• Full ticketing system — customer-submitted (via the portal) or internal. Priority, assignee, SLA, status, full thread.
• Labor + expense tracking against tickets — billable vs. warranty, automatically separated for invoicing.
• Promote ticket to project — when the service call grows into a real install (new room, system upgrade), one click escalates it to a full Service project with its own folder structure and tracker.

A customer loses internet. Vantage opens the ticket.

• Unified Ubiquiti dashboard — every customer site in one view. Devices, uptime, alerts, firmware status.
• Automated ticket creation — when a device goes offline, Vantage opens a ticket and notifies the customer ("we already know — tech is checking it now").
• Customer-facing device map — customer's floor plan in their portal shows live device status. Green dots, red dots, no support phone needed.

Security and alarm tools built into the same project — not bolted on as an afterthought.

• Zone Manager — devices placed on the floor plan auto-generate zone entries with zone number, type, and notes. Edit, reorder, and export the full zone list without rebuilding it manually.
• Partition Manager — assign zones to partitions directly from the floor plan. Multi-partition layouts (home + garage + guest suite) are visualized spatially so nothing falls through the cracks.
• Alarm Schedule Templates — create arming/disarming schedule templates per partition during design. Customer gets a readable version in their portal — no confusing panel codes.
• Camera placement + proposal sync — surveillance cameras on the floor plan create proposal line items and monitoring records simultaneously. One placement, three downstream actions.
• Recurring alarm monitoring billing — if you offer central station or self-monitoring subscriptions, track and bill recurring monitoring fees per customer inside Vantage.