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Features

What APEX actually does.

The operations platform for AV teams. Everything below is marked with where it really stands: shipped, in active build, or on the roadmap. No asterisks, nothing that only works in the demo.

Shipped today Active build On the roadmap

shipped today

Live in the build. Try them in your free trial.

partner · msp

SHIPPED

One login for every client you run

  • One login spans every client you manage - switch between them in a click
  • Each client’s data stays sealed off; nothing bleeds between accounts
  • Run your whole book of business from one portal, not a pile of logins

partner · tasks

SHIPPED

Your private to-do list, per client

  • Track your shop’s own tasks (parts, scheduling, invoicing) per project - the client never sees them
  • Flip a task to shared the moment you want the client in the loop
  • See every client’s open work on one home view

field · visit-report

SHIPPED

Close out a visit from your phone

  • One tap opens the camera - snap photos or video without leaving the visit
  • Everything auto-files into the project so the office sees it instantly
  • Low-friction end-of-visit reporting built for the field

partner · infrastructure

SHIPPED

See the client’s gear without leaving APEX

  • Live device health for the active client - online/offline, by model, by location
  • Powered by connected plugins (Cisco today; Teams Rooms + Logitech next)
  • Scoped per client, so each one sees only its own fleet

partner · portal

SHIPPED

A walled-off workspace for every sub

  • Subs get their own portal - only their projects, visits, licenses, and credentials
  • Zero visibility into other clients, drawings they don’t own, or your cost data
  • Single-use invite links, no shared logins

dispatch · lifecycle

SHIPPED

No more phone tag over scheduling a visit

  • Partner proposes dates, client approves or counter-proposes - all in-app
  • Tech marks on-site, then done with a clear outcome (Done / Partial / Blocked)
  • Every reschedule logs why - so you see where visits really slip

collaboration · threads

SHIPPED

Kill the email chain

  • One thread per project, room, or visit - client and partner in the same place
  • @mention either side; keep internal-only notes private when you need to
  • Every status change is logged for the audit trail

licenses · renewal

SHIPPED

Stay ahead of every renewal

  • Every platform’s cost, seats, and renewal date tracked in one place (entered, not vendor-synced). Webex, Teams, Zoom, Cisco, Logitech, more
  • Alerts before licenses lapse, so you’re not caught out by an expired license
  • For partners: a recurring-revenue service to run on top

compliance · credentials

SHIPPED

Proof of coverage, always current

  • Track COIs, licenses, and manufacturer certs in one compliance file
  • Per-client scoping - one client’s $5M COI won’t be mistaken for another’s $2M floor
  • Partners maintain their own; you see only what matters to you

plugin · cisco-control-hub

SHIPPED

Cisco room status, no Control Hub login

  • Every Cisco device’s status and IP, pulled in automatically
  • Check a room’s health here in seconds, not by logging into Cisco
  • Firmware sync, so out-of-date devices surface themselves for your patch service · coming soon

workflow · ticket-aware

SHIPPED

Room checks that talk to your helpdesk

  • Log a check and attach its ticket (ServiceNow, Jira, Freshservice, Zendesk)
  • Room health and the ticket queue stay in sync - nobody copies IDs by hand
  • Set a cadence so recurring checks just happen

security · audit

SHIPPED

Audit season stops eating your quarter

  • Every change logged with who, when, and what; full before/after diffs · coming soon
  • One-click CSV export straight to your security tools · coming soon
  • The evidence is already collected when the auditor asks

access · rbac

SHIPPED

Everyone sees exactly what they should

  • Six access levels (owner → viewer) so people see only their lane
  • Optional 2FA (TOTP) on every account; mandatory enforcement for admins and owners · coming soon
  • Subcontractors are boxed into their own portal

architecture · multi-tenant

SHIPPED

One client’s data is isolated from another’s

  • Hard isolation between clients, enforced on every request
  • Anything that forgets to scope fails closed, so isolation is enforced on every request
  • A wrong-client request just returns “not found” - your client list can’t be probed

architecture · extensibility

SHIPPED

Connects to the tools you already pay for

  • Integrations are first-class plugins, not brittle one-offs - Cisco is the proven shape
  • Next up: Teams Rooms, Logitech, Crestron, Q-SYS, plus ticketing
  • Credentials are per-client - nothing shared across accounts

field · attachments

SHIPPED

Built for the tech in the equipment closet

  • Snap photos or PDFs from a phone, pinned to the rack, room, or task
  • Attachments become tap-to-zoom thumbnails
  • Field and office see the same record, in real time

deployment

SHIPPED

Run it your way, move whenever

  • Self-host (Linux + Postgres, Docker) or let us host it with backups + monitoring
  • Single sign-on (SAML / OIDC), hosted first, then self-host · coming soon
  • Switch between the two without losing data · coming soon

active build

Already partly running while we finish the rest.

portfolio · rollups

ACTIVE BUILD

Run a portfolio of sites without losing the thread

  • Live now: partner performance, reschedule reasons, and monthly trends in one report
  • Project recap + RAG flags so at-risk work surfaces itself
  • Coming: portfolio heat maps and an exec PDF rollup for the CIO

plugin · logitech-sync

ACTIVE BUILD

Logitech rooms, live, right next to Cisco

  • Rally Bar, Tap, MeetUp, Brio - live inventory, firmware, online/offline
  • On the same dashboard as Cisco - no second tool to check
  • Same plugin pattern as Cisco Control Hub

on the roadmap

Coming next. Founders vote on what ships first.

engineering · bom

Q4 2026

Catch install mistakes before commissioning

  • What was ordered vs. what got installed, reconciled automatically
  • Mismatches and quantity gaps flagged before commissioning, not after
  • Field tech scans the tag; APEX does the diff

plugin · microsoft-graph

Q3 2026

Teams Rooms on the same screen as Cisco

  • Room bookings, MTR pairing, and peripherals in one view
  • Pulls from the APIs you already pay for - no parallel monitoring to stand up
  • Same plugin shape as Cisco

commissioning · edid

Q1 2027

Prove the room works before you leave it

  • EDID, Dante, DSP, and PoE checked at the room level
  • Clear pass / warn / fail with the log attached
  • Runs on a schedule, so drift gets caught early

closeout · as-built

v1.0 (Apr 2027)

Closeout docs that build themselves

  • Sign-off triggers the full as-built bundle - diagrams, IP schedule, configs, asset log, training links
  • Built on the deliverable versioning we’re shipping first
  • The whole closeout package, without the manual assembly

plugin impact · cisco-control-hub

What the Cisco Control Hub plugin replaces.

The plugin is the small part. The workflow it removes is what gives your AV ops team its afternoon back.

replaces

Manual spreadsheets

Every device, IP, firmware version, and status comes straight from Control Hub. No more tracking 40+ devices in a spreadsheet that's stale by lunch.

replaces

Logging into Control Hub

Leadership and field ops see device status right here. Nobody else needs a Control Hub seat.

replaces

Calling for status

Is the boardroom device online before the 9 a.m. call? Check it here in three seconds, not three phone calls.

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