SorviAI

Seven Applications on a Shared Record

Stock, service work, orders and invoices are held on a single record. Set out below is what each application covers, in the object names the product itself uses.

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Finance

A ledger assembled from the trading record

Quotes, sales orders, invoices and credit notes on one side; bills, purchase orders, vendor credits and expenses on the other. Customer and vendor payments are matched to their documents, and the chart of accounts and journal entries sit behind every posting. Tax is recorded as you trade, with summaries for your return, and a customer portal shows clients their own invoices and statements.

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sorviai.com/finance
The Finance overview in SorviAI, with the module rail down the left listing Sales, Purchases, Items, Inventory and Accountant, beside total receivables and payables as donut charts, an income against expense bar chart, a cash flow curve and a breakdown of top expenses.

Sales

Customers, quotations, sales orders, invoices, recurring and advance invoices, customer payments, credit notes and returns.

Purchases

Vendors, purchase orders, purchase receives, bills, recurring bills, vendor payments, vendor credits and expenses.

Items

Items and rate lists, held once and read by both Finance and Inventory rather than maintained twice.

Accountant

Journal entries, exchange adjustments, the chart of accounts and budgets.

Inventory

Stock Levels, Cost and Movement

Items carry variants, each a first-class record with its own SKU. Cost runs FIFO with real cost layers, or weighted average, chosen per item, and stock adjustments keep a full audit trail. Price lists are applied per customer, sales returns, packages and shipments carry DHL and UPS tracking, and a vendor portal serves the people who supply you.

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sorviai.com/inventory
The Inventory overview in SorviAI, showing total stock value, a stock status ring, stock movement over the year, stock by warehouse, a stock aging breakdown and stock by category.

Items and variants

Items with variants, each a first-class record with its own SKU

Valuation

FIFO with real cost layers, or weighted average, chosen per item

Movements

Stock adjustments with a full audit trail

Fulfilment

Sales returns, packages and shipments with DHL and UPS tracking

Repairs

Every Repair Job on Its Ticket

Service tickets run from intake to completion, with device and issue tracking per ticket. Parts issued to jobs come off stock at real cost, and a finished ticket becomes an invoice without retyping.

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sorviai.com/repairs
The Repairs overview in SorviAI, showing total tickets, active repairs, jobs ready for pickup and total revenue as headline figures, beside a ticket trend curve and a breakdown of the most common repair services.

Intake to completion

Service tickets from intake to completion

Device and fault

Device and issue tracking per ticket

Parts at cost

Parts issued to jobs come off stock at real cost

Ticket to invoice

Ticket-to-invoice without retyping

TeamEmail

A Shared Mailbox for Your Team

A shared inbox the whole team works from, with an owner, a state and internal notes on every conversation. A thread raises a quote or a customer, and that record keeps the thread it came from. Templates, signatures, snooze and scheduled send are there as well.

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sorviai.com/teamemail
The TeamEmail shared inbox in SorviAI, listing conversations from named trade customers with the quote, ticket or purchase order each one is about, who it is assigned to and the tag it carries, beside the shared Accounts, Sales and Support inboxes.

A shared inbox

A shared inbox the whole team works from

Owner and state

An owner, a state and internal notes on every conversation

A thread raises a quote

A thread raises a quote or a customer, and that record keeps the thread it came from

Sending, handled

Templates, signatures, snooze and scheduled send

Storefront

Your Stock, on a Public Website

Items are published straight from Inventory, so there is no second catalogue to keep. Collections are curated by hand, or smart ones fill themselves from rules. Product images, spec tables, and search that filters on those same specs, with an A to Z manufacturer directory built from what you actually stock. Enquiries arrive in their own inbox and become draft quotes in Finance.

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sorviai.com/storefront
The Storefront products list in SorviAI, showing how many items are published against how many are still drafts, and each product with its SKU, publish state, stock on hand and category.

A shared catalogue

Items published straight from Inventory, so there is no second catalogue to keep

Curated and rule-based collections

Collections you curate by hand, or smart ones that fill themselves from rules

Enquiry to quote

Enquiries arrive in their own inbox and become draft quotes in Finance

Your own domain

Your own domain, with the security certificate handled for you

Nest

Secure Personal and Team Files

Shared team files and documents in a shared place instead of scattered drives. Viewer, editor, organizer or admin on a folder that belongs to the workspace, and public links that carry an expiry and stop working on their own.

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sorviai.com/nest
Shared team folders in Nest: drawings and specs, test certificates, supplier datasheets, site reports and price lists, each showing who created it and how many files it holds.

Team files

Shared team files and documents

A single store

A shared place instead of scattered drives

Four roles on a folder

Viewer, editor, organizer or admin on a folder that belongs to the workspace

Links that expire

Public links that carry an expiry and stop working on their own

Take any application on its own, or the suite

Every application above runs on the same workspace, the same sign-in and the same record. Begin with whichever covers the work that is least well served today.

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30-day trial. No card needed. Export your data at any time.