FSM Flow
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FSM software for smart home and AV integrators

FSM Flow runs the project from pre-wire to rack commissioning, then keeps every controller, access point and display on a client record so service tickets, firmware visits and support plans become recurring revenue instead of free favours. Technicians work from a mobile app that knows the network before they ring the bell.

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AV integrator in a dark polo shirt adjusting patch cables in an equipment rack while checking a tablet in a residential media room

Service plan visit closed

Firmware updated · rack photo · ticket resolved

At a glance

Smart home integrator software is field service management software for residential technology companies that design, install and support networks, distributed audio and video, lighting control, shades, surveillance and control systems. The work runs at two speeds: multi-week projects with construction-driven phases such as pre-wire, trim-out, rack build and programming, followed by years of service calls, firmware updates and client training on the equipment that was installed. The software has to carry the project record and the serialised equipment record into that service phase, and bill support plans on a recurring basis.

FSM Flow covers both speeds. Projects are run as linked work orders by phase with crews, documents and photos attached, scheduled alongside service tickets on one drag-and-drop board with AI technician matching by skill and proximity. Each controller, switch, access point, display and camera becomes an equipment record on the client’s site with model, serial, location and firmware notes. Support plans generate their included visits and renewal invoices; tickets from the client, or from your remote-monitoring platform via webhook, land in the unassigned pool with the client’s equipment history already attached.

The result is an integrator that finishes projects with a clean hand-over, knows every device it is responsible for, charges for support it used to give away, and can quote the next upgrade from the equipment list rather than from memory.

  • $33.8B

    US professional residential integration market (CEDIA, 2026 report)

    Source: CEDIA

  • ~20,000

    US home technology integration companies (CEDIA market study, 2023)

    Source: CEDIA

  • $900k

    Median annual residential revenue per US integration firm (CEDIA, 2023)

    Source: CEDIA

  • £3.1B

    UK smart home integration market, with ~3,700 active integrators (CEDIA UK research, 2025)

    Source: CEDIA

Job types

Each job type carries its own duration, checklist, required skills and billing method, so a pre-wire day, a rack build and a no-sound service call behave differently on the board from the moment they are booked.

  • Discovery & design consultation

    Site visit with room-by-room notes and photos, feeding a line-item quote with options and expiry.

  • Pre-wire (rough-in)

    Construction-phase cable pulls by room with drop counts, photos before drywall and builder sign-off.

  • Trim-out

    Keypads, speakers, APs and plates installed and labelled; device locations recorded on the site.

  • Rack build & commissioning

    Rack elevation, every component serialised, power and network documented, commissioning checklist.

  • Network install & Wi-Fi survey

    Switches, APs and routers recorded with model, serial and firmware; coverage survey attached.

  • Distributed audio & video

    Zones, amplifiers, displays and sources tracked per room with calibration notes.

  • Home theatre calibration

    Projector, screen and processor set-up with lamp hours and calibration results on the equipment.

  • Lighting control & motorised shades

    Panels, keypads and shade motors programmed and recorded; scenes documented for the client.

  • Surveillance & access control

    Cameras, NVRs and door hardware installed with alarm permit details stored on the site.

  • Service call (no sound, Wi-Fi dropout)

    Ticket with equipment history on the app; billable or covered by the client’s support plan.

  • Support plan visit & firmware update

    Scheduled visits generated from the plan, with firmware and configuration changes logged per device.

  • Warranty RMA & programming revision

    Failed units tracked by serial through RMA; programming changes recorded as separate work.

Where time gets lost

The problems every integration company owner recognises, and what FSM Flow does about each one.

  • Support is given away because nobody tracks it.

    Every service call is a ticket, flagged as covered by a support plan or billable. Plans define included visits, response priority and member pricing, generate their visits and renewal invoices, and show which clients are consuming more than they pay for.
    See how it works

  • The project drifts and the change orders are never billed.

    Projects run as linked work orders by phase with scope documents and photos attached. Extra work is quoted as a change with line items, sent for approval, and invoiced from the completed phase rather than remembered at hand-over.
    See how it works

  • Nobody knows what is in the rack at the Hendersons’.

    Every controller, switch, AP, display and camera is an equipment record on the client’s site with model, serial, location, firmware notes and documents. The technician sees it on the mobile app before the visit.
    See how it works

  • Tickets arrive by text to the owner’s phone.

    Client requests by email or WhatsApp and alerts from your remote-monitoring platform (via webhook triggers) create tickets in the unassigned pool, with the client, site and equipment linked automatically.
    See how it works

  • Project crews and service techs fight over the same calendar.

    One drag-and-drop board shows project phases and service tickets together. AI matching suggests the programmer or installer with the right skills who is closest, and reshuffles when a trim-out runs long.
    See how it works

  • Networking gear walks off the shelf.

    Inventory tracks APs, switches, remotes and cable by warehouse and van, with low-stock alerts and parts linked to the job and invoice they were used on.
    See how it works

Built for smart home integrators

One platform for the office, the vans and the AI that connects them.

  • Projects by phase

    Pre-wire, trim-out, rack build, programming and hand-over as linked work orders with crews, documents and photos.

    • Phase status visible to the office and the builder
    • Change quotes with line items and expiry
    • Progress invoices from completed phases
    Explore this feature

  • Support plans & RMR

    Sell a plan once and let FSM Flow schedule, deliver, track and renew it.

    • Included visits generated automatically
    • Covered versus billable tickets per client
    • Renewal invoices and expiry alerts
    Explore this feature

  • Client equipment records

    Every device on every site with model, serial, location, firmware notes and full service history.

    • Rack elevations and network documents attached
    • Lifecycle from install to replacement
    • Upgrade quotes built from the equipment list
    Explore this feature

  • One board for projects and tickets

    Drag-and-drop day, week and month views with AI technician matching by skill and proximity.

    • Programmers, installers and lead techs matched by skill
    • Priority flags for plan clients
    • Unassigned pool for incoming tickets
    Explore this feature

  • Mobile app for the van

    Offline-first on iOS and Android, so the rack room with no Wi-Fi yet is not a problem.

    • Checklists, photos and signatures on the job
    • Client equipment history before the visit
    • AI translation in 14+ languages
    Explore this feature

  • AI assistant & workflows

    Ask “which plan clients have had three tickets this quarter?” or automate the follow-up after every hand-over.

    • Natural-language questions on live data
    • Webhook triggers from monitoring platforms
    • Workflows for renewals, reviews and escalations
    Explore this feature

A day with FSM Flow

How a ten-person integration company runs a trim-out, a rack build and the day’s service tickets from one board.

  1. 7:00 am

    Projects and tickets share one board

    The trim-out crew is on the Maple Street build, the lead tech has a rack build, and two service tickets from overnight sit in the unassigned pool with equipment history attached.

  2. 7:45 am

    Crews leave with the scope and the gear

    Installers open the phase work order with the drop schedule and keypad locations; the van stock shows every AP and plate was picked. The builder gets an arrival message.

  3. 9:30 am

    A Wi-Fi dropout ticket is resolved remotely

    The office checks the client’s documented network and fixes the issue from your monitoring platform. The ticket is closed as covered by the plan, with notes, and no van moved.

  4. 11:15 am

    Rack build serialises every component

    The lead tech scans the processor, switches, amplifiers and matrix into the client’s equipment list, photographs the finished rack and completes the commissioning checklist.

  5. 1:30 pm

    Change request quoted on site

    The homeowner wants two more shade motors. The installer builds a change quote with line items from the price list and sends it for approval before leaving.

  6. 3:20 pm

    No-sound call for a plan client

    AI matching proposes the technician finishing nearby with the right control-system skill. The dispatcher drags the ticket onto his afternoon; the client gets an ETA.

  7. 5:30 pm

    Hand-over, invoices and renewals

    The completed rack phase becomes a progress invoice. A workflow queues the client training visit, and the AI assistant lists the support plans expiring next month.

Compliance & records

FSM Flow stores the evidence against the project, the device and the technician, so licensing checks, warranty claims and insurance questions are a report away.

Low-voltage contractor licensing

State-specific licence numbers and expiry dates on the company and technician profiles, printed on quotes and invoices where required.

NEC Article 725 & 800 wiring

Pre-wire checklists for Class 2 and communications circuits, with photos before drywall attached to the phase for the inspector and the builder.

UL-listed equipment & installation records

Model and serial of every installed device stored on the site, so listing and warranty questions are answered from the record.

CEDIA & manufacturer certifications

Technician certifications (CIT, IST, ESC, Control4, Crestron, Lutron) on profiles so AI matching assigns qualified people and expiries are flagged.

Local alarm permits

Permit numbers for surveillance and intrusion systems recorded against the site with renewal reminders from a scheduled workflow.

Warranty & RMA documentation

Install dates, serials, failure notes and RMA numbers held on the equipment record so manufacturer claims are filed on time.

Numbers worth watching

Every one of these is a dashboard widget in FSM Flow, or a question you can ask the AI assistant.

  • Project margin by phase

    Labour hours and parts on each phase work order versus the quoted value, visible before the project closes.

  • Change-order capture

    Changes quoted and approved as line items are invoiced; those remembered at hand-over are not.

  • RMR per client

    Support plan value per client and in total, with renewals due and plans lapsed on the dashboard.

    Target: every completed project leaves with a plan

  • Service tickets per client per year

    Shows which installs and which clients consume support, and whether their plan tier matches.

  • Remote-resolution rate

    Tickets closed without a visit are a status, so truck rolls avoided are counted, not guessed.

  • Labour utilisation

    Scheduled hours versus available hours per technician and per week, split between project and service work.

FAQ

Still have questions? Talk to our team or start a free trial and see for yourself.

What is smart home integrator software?
Smart home integrator software is field service management software configured for residential technology companies that design, install and support networks, audio and video, lighting control, shades, surveillance and control systems. It runs projects by phase, keeps a serialised record of every installed device, manages service tickets and support plans, and invoices from completed work. FSM Flow adds AI dispatch, an AI assistant and a workflow builder on top of those core tools.
How do integrators build recurring revenue with FSM Flow?
A support plan in FSM Flow defines the included visits, response priority and member pricing for a client. Visits are generated automatically, every ticket is marked covered or billable, and renewal invoices are raised before the plan expires. The dashboard shows RMR per client and which plans are due, so support stops being given away.
Does FSM Flow replace D-Tools or my proposal software?
No. Design and proposal tools own the drawings and bill of materials; FSM Flow is the service-operations layer that runs scheduling, work orders, equipment records, tickets, support plans and invoicing once the project is sold. Equipment lists can be imported from spreadsheets so the installed base is in FSM Flow from day one.
Can I track client networks and device firmware?
Yes. Each access point, switch, router, controller and display is an equipment record on the client’s site with model, serial, location and firmware notes, plus attached documents such as rack elevations and network maps. Technicians see the full history on the mobile app before the visit.
Can alerts from my remote-monitoring platform create tickets?
Yes. The workflow builder has webhook triggers, so an alert from your monitoring platform can create a ticket linked to the client, site and device, with if/else branching to set priority by plan tier. FSM Flow does not monitor devices itself; it manages the work the alerts create.
How much does FSM Flow cost for an integration company?
The Professional plan is $29 per user per month with a minimum of five users, and includes scheduling, work orders, invoicing, inventory, customer management, reporting and the mobile app. Enterprise pricing is custom. Every account starts with a 14-day free trial of Professional, no credit card required, and teams of up to 3 users can stay on the Free plan at no cost.
Can I import clients and installed equipment from my current system?
Yes. Clients, sites, installed equipment, parts and technicians can be imported from spreadsheets exported from systems such as D-Tools, Jobber or QuickBooks. Our onboarding team helps map the fields during the trial.

Keep exploring

Ready to run your integration business on FSM Flow?

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