Know what every job made before the books close.
Sign-off doesn't end the job. It starts the relationship.
Included on every Specifi plan at no extra cost. Every screenshot below is the real product UI.
Warehouses with zones, aisles, and shelves. Vans with their own stock record. Project sites holding allocated equipment. See stock counts, reserved quantities, available units, and total value per location. Transfer between any two locations in a click with a full audit trail. Bulk-create shelving ranges in seconds: a 12-aisle warehouse with 4 shelves per aisle goes in as one step, not 48.
Serial numbers captured at every touchpoint: receiving, picking, stocktakes, returns. Full lifecycle per serial: warranty expiry date, location-change history, service-call records, and status (available, in use, defective, returned, scrapped). "Which serial number is in which project?" becomes a one-second query, not the spreadsheet rebuild most AV businesses still run today.
Stock reserved against a project surfaces on the project dashboard. Shortages flag as warnings: the £4,200 processor on a project due in three weeks shows as "0 in stock, 1 needed, 0 on order, action required" the moment you open the project view. Auto-Optimise looks at every project line item, reserves what is available, drafts pick lists for what is ready, and drafts purchase orders for what is missing. One click. Four actions.
Purchase orders go to any supplier by email as a PDF, and goods are received by hand against the PO. Connected suppliers provide live pricing, including Habitech in the UK and ADI, Savant and Blackwire in the US; we share the full list for your region on the demo. Any other supplier works the same way, priced from the pricelists you upload.
RMA workflow: condition tracking (defective, damaged, wrong item, DOA), fault descriptions, serial numbers, and the full draft-through-completion lifecycle. Resolve with refund, replacement, or credit note. Stock loans between projects come in three shapes (Loan, Replace, Already On Order), carry urgency tags, and match automatically to incoming POs so a loaned unit doesn't go missing when its replacement lands. The RMA workflow runs inside the inventory module.
Ask Bob the live inventory question in plain English. "How many Sonos Amp are in stock at the Manchester warehouse?" "What did we use on the Riverside cinema-room project?" "Which serial number is in the Patel residence rack?" "Show me low-stock alerts on speakers." Bob answers from the live ledger, not yesterday's spreadsheet. Bob is read-only on inventory: it reports on stock and does not change it.
No more counting shelves at month-end. Live stock position across every warehouse, every van, every project site, with reserved quantities and available units broken out per location. The Friday-afternoon "do we have one of these in stock?" question becomes a six-second query against the live ledger, not a forty-minute walk through three vans plus a phone call to the technician on the day off.
Project demand and reorder thresholds combine into one procurement view: the £4,200 processor on a project signed for delivery in three weeks shows as "needed by week three" the moment the project is signed, and the Auto-Optimise flow drafts the PO as soon as the stock falls below threshold. Buy what you need when you need it, not what you remembered to add to the spreadsheet last Tuesday.
Serial tracking ties every unit to a client, a project, a stage, and a date. Warranty claims become a single query on the serial number ("when was this amplifier installed, on which project, which client, how long is the manufacturer warranty"); month-end commission reports become a single query on the project record ("how many serial numbers were dispatched against this client between Q1 and Q3"). The audit trail you used to maintain by hand maintains itself.
Yes. Inventory and Procurement is released and included on every Specifi plan. It covers serial-number tracking, project-based allocation, receiving, returns, and purchase orders raised from the project. If running stock is a hard requirement for your business, tell us on the demo and we will walk through how the module fits the way you work.
Serial-number tracking from purchase order through installation (so you can answer "which serial number is in which project" without a spreadsheet), project-based stock allocation with shortage warnings, purchase orders priced from connected suppliers, and virtual warehouses for multi-location teams. The module ties back to the project management workflow so stock shortages and allocations show up on the project dashboard rather than living in a separate system. The iOS and Android app covers it too: scan QR labels, barcodes and NFC tags, receive deliveries against purchase orders, work pick lists, count stock and assign serials by room.
Now. Inventory and Procurement is released and on every plan, so there is nothing to wait for. Customers are running real projects through it.
Talk to your Specifi onboarding contact, who walks you through enabling the module on your account. Teams whose project mix benefits most from running stock through the platform (multi-warehouse teams, integrators carrying high-value rack components serial-by-serial, businesses running stock between vans and project sites) are the natural fit. A six-step setup wizard covers stock status types, units of measure, movement reasons, locations, products from the Specifi catalogue, and opening stock.
Two paths. (1) Move it across. Import existing inventory via CSV with MPN matching, preview the matches, validate, and execute, or add stock manually at any time; Specifi onboarding helps migrate your data from the other tool. (2) If you carry no stock or do not need warehouse tracking, leave it. Specifi for CRM, proposals, project management, work orders, invoicing, and the customer portal all run without it.
We would rather walk you through what fits honestly than sell you a module you will not use.
Included on every plan, as per Specifi's everything-included pricing model. There is no per-user inventory add-on fee.
Connected suppliers provide live pricing, including Habitech in the UK and ADI, Savant and Blackwire in the US. Purchase orders to every supplier go by email, and goods are received by hand against the PO: there is no live ordering flow or supplier acknowledgement. If a specific supplier is critical to your business, ask on the demo; we can share the current list.
No. Specifi runs in a single currency per account, and procurement runs in that same currency. POs are raised in your account currency, not the supplier's local currency. If your account base is GBP and you're buying from a German distributor invoiced in EUR, you handle the FX between yourself, the supplier, and your bank. The project cost records what you paid in your base currency. If procurement across currencies is a regular part of your business, Specifi will not capture the FX variance for you today.
The RMA workflow runs inside the inventory module: a draft-through-completion lifecycle with condition tracking (defective, damaged, wrong item, DOA), fault descriptions, serial numbers, supplier contact, document upload, and resolution by refund, replacement, or credit note.
Credit does not post back against project margin, and accounting journals from inventory are switched off. Clients do not see warranty or RMA status in the customer portal; returns are tracked on your side.
If your business model has high return / warranty volume (residential service contracts on high-end audio kit, commercial installations with extended supplier-warranty SLAs), raise it during sales: warranty-volume signal-strength routes into the same integration-interest tracking that drives roadmap prioritisation.
Yes. Ask Bob in plain English: "How many of this SKU are in stock at the Manchester warehouse?", "What did we use on the Riverside cinema-room project?", "What's outstanding from this supplier this month?" Bob reads from the live inventory ledger, project history, and procurement state, and answers in seconds.
Bob reads the live inventory state. It is read-only on inventory and procurement: it does not change stock or draft purchase orders.
Included on every Specifi plan: no AI surcharge, no per-prompt token cost.
Where the existing customer consents to a reference call, yes. Ask during the demo and we will check with active inventory customers who match your business profile.
Specifi is an amazing software that literally runs our business operations. From initial proposals, sales and CRM to team and project management, invoicing & generating purchase orders. I would definitely recommend Specifi to anyone running a small to medium size audio visual or electrical company that wants a simple to use software that gets the business organised and looking super professional.
Specifi has significantly improved the efficiency of our day-to-day business operations. The software is incredibly easy to use and has helped us create an organised and streamlined setup. Their aftersales service is outstanding; they're always available to assist and consistently roll out updates with valuable new features. This commitment to ongoing improvement sets them apart. I highly recommend it.
We chose Specifi for its modern interface, streamlined project timelines, and advanced time management and proposal software. Specifi has streamlined our process from start to finish, and provides a more professional appearance to our clients. Their support is superb, often fixing issues within minutes of them being reported. They're innovating at a much faster pace than others in the space.
One platform that catches leads, closes deals, runs projects, and keeps clients.
