Technology. Your systems are audit-ready. Your field isn't.
Your servers, email and CRM have logs. The work your field teams do sits somewhere else: customer chats on personal phones, visit photos in WhatsApp groups. When the auditor asks, that's the part you can't show. Walk through your day.
IT audit · Evidence list
Due next week
✓
Access list
Ready
✓
Email logs
Ready
✓
CRM records
Ready
Customer chats
On personal phones
Visit photos
In WhatsApp groups
2 items can't be shown
09:00 Before the day starts
First, who's reading? Pick the one closest to you.
Pick one and the page follows you.
09:00 Your teams
Which teams do you support? Pick every one.
Your day on this page follows the teams you pick.
3 teams picked.
09:30 Your day
A day on your desk. Does this happen to you?
Go moment by moment. Say yes to the ones you know, and see how URVA changes each one.
Customer desk · 09:30
An employee left on Friday. Their customer chats are on their own phone.
You switched off their email and laptop. The customer history left with them.
Does the conversation stay when the person goes?
With URVAChats and calls run on business numbers, and the history belongs to the company. The next person picks it up.
left cal 09:30
Field sales · 11:00
The sales head asks why the CRM doesn’t show yesterday’s visits.
Remarks were typed in a notebook, or never. Someone re-enters them later.
Do field remarks reach your CRM without retyping?
With URVAVisits and remarks are logged in the app and sync with your CRM where it’s integrated.
crm sal 11:00
Verification team · 13:00
A verification case was changed. Nobody knows who, or when.
The case moved over calls and chat forwards. There’s no trail to follow.
Can you show who changed a case, and when?
With URVAEvery action on a case is kept in an audit trail, with a digital report.
who ver 13:00
Customer desk · 15:00
Compliance asks for a customer call from last month.
It was made from a personal number. There’s no recording to give.
Can you pull up any customer call when asked?
With URVACalls from business numbers are logged and recorded, and access is set by role.
call cal 15:00
Service team · 16:30
A customer says the technician never fixed it. The photos are in a WhatsApp group.
Someone scrolls a group chat looking for proof.
Is the visit proof on the job itself?
With URVAThe visit report and its photos sit on the job, stored with the company.
proof ser 16:30
Every team · 18:00
The IT audit is next week. Where’s the proof from the field?
You’ll spend the week collecting it from phones and chats.
Is your field’s record ready before the auditor asks?
With URVAConversations, cases and visits stay on record in URVA, ready to show.
audit all 18:00
6 moments in your month. Start with the 1st.
Where your day points
Customer Interaction Management
Customer chats and calls on business numbers, kept on record.
Say yes to a moment above
Explore Customer Interaction Management →cim cal
Field Inspection & Verification
Verification cases with checklists, photos and an audit trail.
Say yes to a moment above
Explore Field Inspection & Verification →fiv ver
Field Service Management
Jobs, technicians and visit reports, from request to fix.
Say yes to a moment above
Explore Field Service Management →fsm ser
Sales Force Automation
Field visits and remarks, alongside your CRM.
Say yes to a moment above
Explore Sales Force Automation →sfa sal
15:00 Follow one case
Follow one case. See it come back to your desk.
Pick a case. Tap each stop to see where the record sits.
A customer conversation
Runs on
Stop 1 · Your desk
A customer writes in
Who owns itYour customer desk.
What arrivesA WhatsApp message on the business number.
What happens nextIt goes to an agent.
0|Your desk
Stop 2 · Agent
The agent replies, or calls
Who owns itThe agent.
What arrivesThe chat, from the business number.
What happens nextThe call is recorded against the customer.
1|Agent
Stop 3 · Customer
The agent moves on
Who owns itThe company.
What arrivesThe chat history, on the customer.
What happens nextThe next person picks it up from there.
2|Customer
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesWho said what, and when.
What happens nextShow it when the auditor asks.
0|Your desk
Each case runs on one product. Your setup decides the details.
A verification case
Runs on
Stop 1 · Your desk
A case is assigned
Who owns itYour verification desk.
What arrivesThe case and its checklist.
What happens nextIt goes to a verifier.
0|Your desk
Stop 2 · Verifier on site
The verifier checks in
Who owns itThe verifier.
What arrivesThe case and its address on their phone.
What happens nextCheck in at the address.
1|Verifier on site
Stop 3 · Checklist
The checklist is filled
Who owns itThe verifier.
What arrivesThe set checklist.
What happens nextRecord answers, photos and notes.
2|Checklist
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesThe report, with its audit trail.
What happens nextSee every change, and who made it.
0|Your desk
Each case runs on one product. Your setup decides the details.
A service visit
Runs on
Stop 1 · Your desk
A job is raised
Who owns itYour service desk.
What arrivesThe complaint and the address.
What happens nextIt goes to a technician.
0|Your desk
Stop 2 · Technician on site
The technician reaches the customer
Who owns itThe technician.
What arrivesThe job on their phone.
What happens nextDo the work.
1|Technician on site
Stop 3 · Visit report
The visit is recorded
Who owns itThe technician.
What arrivesThe visit report and photos.
What happens nextThey’re added to the job.
2|Visit report
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesThe proof, on the job.
What happens nextNo scrolling through a group chat.
0|Your desk
Each case runs on one product. Your setup decides the details.
18:00 Audit next week
Bring your technology priorities into one conversation.
We'll start from what you picked here: your teams, the moments you know and the routes they point to.
Your desk for tomorrow
09:00
You
Head of IT
Teams
Customer desk
Verification team
Service team
Field sales
Moments you know
None yet. Say yes to moments in your day.
Routes to explore
Customer Interaction Management
Field Inspection & Verification
Field Service Management
Sales Force Automation