AV - digital signage supply and installation
Enquiry to live screens. End to end.
Step by step
- Enquiry and BriefLeads
Capture the lead and record the client's brief: screen count, locations, content types, and network environment. Schedule a site survey to gather technical requirements.
- Site SurveyeForms App
Assess mounting positions, cable routes, power availability, and network access on site. Record findings with photos and a completed digital site survey form before leaving.
- QuotationQuotes
Build and issue a quote covering hardware, content management software licensing, installation labour, and any ongoing support. Include separate line items for each cost category.
- Hardware ProcurementPurchase Orders
Raise purchase orders for displays, media players, mounts, and cabling. Log expected delivery dates and confirm all hardware is on site before booking installation engineers.
- Pre-Installation ConfigurationJobs
Pre-configure media players, set up CMS accounts and permissions, and prepare a kit list against delivery notes received. Confirm site access and network credentials with the client.
- InstallationeForms App
Install screens, mounts, media players, and cabling on site. Test each display for network connectivity and correct content display. Record any issues or remedial actions taken.
- Commissioning and HandoverInvoices
Hand over CMS credentials, complete a client training session, and capture a signed commissioning record. Issue the final invoice once commissioning sign-off is obtained.
What this workflow solves
- Hardware arrives from multiple suppliers on different dates and no one has a complete picture of what is on site versus outstanding, leading to installation visits being rescheduled at short notice.
- Installation engineers arrive on site without a full kit list matched to delivery notes, discovering missing components only once they are there - resulting in return visits, delays, and additional cost.
- Client sign-off and training are not formally documented, making it difficult to justify the final invoice when clients query what was delivered or dispute whether training was provided.
Frequently asked questions
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