The operating system for AV, security, and low-voltage integrators. One platform to track customers, design and quote work, run the install, and support the customer for the life of the system.
Now in beta · thevantagesuite.com · A Smart Space Product
01Customers & CRMFoundation
Your central customer list lives in Vantage and stays in sync with the tools you already carry - update a customer once and it's right everywhere.
Central customer list
One source of truth for every customer, contact, and property - shared across projects, proposals, tickets, and invoices.
Outbound sync
Push customers and contacts out to Quo / OpenPhone, Gmail / Google Contacts, and Microsoft 365 / Outlook so your phone and inbox always match Vantage.
Leads & contractors
Track leads separately, and manage GC / trade-contractor relationships with their own scoped access to shared projects.
Multi-property
A single customer can hold multiple properties and projects, each with its own address, design, and timeline.
02Design & EstimatingQuote
The design tool is the estimate. Plot devices on the customer's floor plan and they land on the proposal in real time - organized by room, priced from your catalog.
On the floor plan
Plot & price live
Place speakers, cameras, access points, keypads, and alarm devices on the plan; each one appears on the proposal as you place it.
Design overlays
WiFi heatmap, camera field-of-view coverage, audio coverage & zone membership, and alarm zones & partitions - show the customer why, not just what.
Auto technical docs
Network rack elevation, PoE budget, and the alarm zone list generate from the same design - no separate drawings to maintain.
Catalog
Pre-loaded catalog
Tens of thousands of the most common AV, network, security, and automation parts pre-enrolled with images, pricing, SKUs, and UPCs for inventory scanning.
AI product import
For the outliers, screenshot-based AI importing pulls a product into your catalog - brand, model, price, description - so you're not hand-typing model numbers.
03Interactive ProposalsQuote
Customers get a living proposal, not a static PDF.
Interactive & live
Built straight from the design - organized by room with pricing attached. What you see is what the customer sees.
Guest forwarding
Customers can forward the proposal to guests (designer, spouse, builder) for recommendations and input.
Accept on the page
Accept, decline, or request changes right in the proposal - acceptance moves the project into the install lifecycle automatically.
04SchedulingInstall
MS-Project-grade scheduling without the project-manager degree - in contractor language, extremely easy to use.
Phases & tasks
Pre-Wire → Inspection → Trim-Out → Closeout, with durations, scheduled vs. actual dates, and status at a glance.
Dependency linkages
Tasks are wired together (finish-to-start with lag); hover a task to see the dependency chain draw itself, with calendar- and working-day gaps shown on each link.
External gates
Mark tasks as gated on an outside trigger (e.g. General Contractor notice-to-proceed) so the schedule reflects who you're actually waiting on.
Baseline & views
Set a baseline to track slippage; view as table or Gantt; build from reusable schedule templates.
05Procurement & ReconciliationInstall
The paperwork that eats margin - POs, vendor invoices, payments - reconciled with AI and minimal user input.
Purchase orders
Generate POs from the project; track what's ordered, what's arrived, and what's outstanding.
AI reconciliation
Vendor invoices matched to POs and payments automatically - line by line - so you see discrepancies without manual data entry.
Vendors
Vendor records with order history feeding both procurement and job costing.
06InventoryInstall
A full inventory system - not an afterthought.
Locations & bins
Track stock across warehouses, trucks, and bin locations.
Project allocation
Allocate and pull inventory to jobs; pulls flow into job costing.
Barcode-ready
Catalog items carry SKUs and UPCs for scan-based receiving and pulls.
07Labor, Time & Job CostingInstall
Know how you're doing while you can still do something about it.
Time & attendance
Clock in / out on site, plus retroactive logging for hours that got missed.
Timesheets + approval
A full timesheet system with manager approval; approved hours feed job costing automatically.
Job costing
Materials, labor, and purchases roll up live into project P&L so margin is visible in real time, not at invoice time.
08Service CallsSupport
Service is where integrators win customers for life. Vantage turns every visit into a clean, billable record.
Opened either way
You open a ticket, or the homeowner does from their portal.
Visit, labor & materials
Every visit, hour, and part is tracked to the ticket so the invoice writes itself instead of being guessed at.
Automated correspondence
The homeowner is kept in the loop at every step - same as during the install.
09Support Modules · V-ToolsEveryday
Purpose-built modules that solve the everyday problems - all tied to the same project or ticket.
Module
What it does
VShot
An Instagram for your projects. Declutter your camera roll - photos sorted by project, phase, and timeline. Share with the customer (progress or record) or keep internal; customers can post punch-list items or praise.
VMeet
Track all appointments and push them to Google or Microsoft calendars. Record in-person meetings for AI transcription - action items, notes, and answers to every question asked. Take photos, manual notes, and sketches while recording; everything saves to the project or ticket.
VSign
Legally binding e-signature - a DocuSign equivalent for any file (proposals, change orders, agreements).
VNotes
Channels for every project - like Teams. Notes and reminders any team member can post to and reply on; the conversation about the job lives with the job.
VFiles
File management for the company, projects, and tickets - internal and customer-facing, with control over what the customer sees. Use Vantage storage or bring your own Google Drive / OneDrive.
10Customer Portal & CorrespondenceSupport
A portal that makes a three-person shop feel like a three-hundred-person company.
Self-serve portal
Customers get their own branded portal: the live proposal, invoices, files, progress photos, and service requests.
Password vault
Every credential for the system you installed lives in the customer's portal - a password manager that's always available to them. The 9 PM "what's my WiFi password" call is gone.
From your name
Automated correspondence sends from your email address and your phone number - the customer never sees a third-party brand.
GC view-only
General Contractors get a free view-only account on your projects - design, proposal, and invoices when they're the ones being billed (with routing to the homeowner).
11Network MonitoringSupport
Vantage notices before the customer does.
Ubiquiti Site Manager
Monitor WiFi status, access points, and cameras across every customer site from one place.
Live status map
A live map with green/red up/down status for every device at every site.
Auto-ticket + notify
When something goes down, Vantage creates a ticket and notifies the homeowner automatically - with quiet hours respected.
12Chat & Company ManagementCompany
Run the company, not just the jobs.
Chat
Company-wide chat, customer chat, and chat with affiliated contractors - tied to your projects, inside Vantage.
Employees
Employee accounts, roles, and management.
Time & attendance
Full time-and-attendance with timesheets and manager approval, logging to projects and service calls.
Automated SMS for shops running their own messaging number
OAuth Sign-In
Sign in with Google, Microsoft, or Apple
Ubiquiti Site Manager
WiFi / AP / camera monitoring with auto-ticketing
Stripe
Recurring payments - memberships and routine service plans
14Mobile AppField
The office in the tool bag - available as a mobile-friendly PWA in any browser, or as the native iOS / Android app. Same Vantage backend, same projects, same customers.
Two ways to run it
PWA (installable mobile web app) or the native iOS / Android app from the App Store.
Role-aware
One sign-in, many memberships - staff, admin, customer, and cross-tenant GC/contractor - with a role switcher to move between them.
Field navigation
Staff tab bar: Projects · Service Calls · quick-action FAB · Chat · more. Customers get Projects · Support · Chat · Monitoring.
Built for the field
Project & service-call access, photos straight into VShot, chat, and on-site clock in/out. Expanding Additional modules port to mobile release by release toward App Store v1.
15How Tiers WorkPlans
Every feature is in every tier. You pay for the volume you run - not the capability. A few conveniences (branding, custom domain) unlock as you grow. Pricing is announced at launch.