Introduction & First Steps
What is EVISYS? {#what-is-evisys}
EVISYS is a Rental Management System (RMS) for the events industry. It covers the full cycle: create orders and move them through the sales pipeline, book equipment, manage logistics (packing, delivery, return), inventory and workshop, customers and crew — all within one tenant (your company).
The central business object is an order, not a “project”. Each order can include an event, customers, venues, time windows, and booked material.
More chapters: Orders & Pipeline, Logistics, Inventory, Organization & Permissions.
Sign-in and tenant URL {#sign-in-and-tenant-url}
You reach your company via the tenant address, e.g. https://your-company.lvh.me (in production, the subdomain assigned to you). Bookmark it — it saves time on the road.
After sign-in you land on the Dashboard (/app). Sign-in details: Sign-in & Account.
The core workflow in six steps {#the-core-workflow-in-six-steps}
- Create an order — status starts as Inquiry
- Book equipment — add material to the order (check availability)
- Confirm the order and set logistics to To pack if needed
- Pack — work through the packing list, scan if needed
- Delivery and later return
- Close out, invoice, status Invoiced
In parallel you can assign crew and generate documents (quote, packing list, …).
Details: Orders & Pipeline, Booking Equipment & Availability, Logistics, Finance & Documents.
Navigation (sidebar) {#navigation-sidebar}
| Area | Function | Chapter |
|---|---|---|
| Dashboard | Key metrics and attention items | Dashboard & Navigation |
| Orders | Kanban pipeline of all orders | Orders & Pipeline |
| Schedule calendar | Order time ranges | Crew & Calendar |
| Logistics | Board: packing, delivery, return | Logistics |
| Inventory | Items, equipment, cases, flexcases | Inventory |
| Workshop | Tickets, inspections, repairs | Workshop & Inspections |
| Customers | Customers and venues | Customers & Venues |
| Crew | Crew roster, qualifications | Crew & Calendar |
| Statistics and reports | Reports and metrics | Reports & Search |
| Organization | Master data, users, permissions | Organization & Permissions |
Top right: avatar menu with Account & settings, Notifications, and this User manual (/docs).
Not everyone sees every menu item — the tenant admin controls this under Organization → Users.
Roles (brief) {#roles-brief}
| Role | Typical tasks |
|---|---|
| Dispatch / sales | Orders, pipeline, book equipment, customers |
| Logistics | Logistics board, packing, delivery, return |
| Workshop | Workshop tickets, inspections, repairs |
| Administrator | Organization, permissions, corrections |
| Crew lead | Crew, order assignments |
Full permissions reference: permissions-reference.
Initial setup (admin) {#initial-setup-admin}
If you are an administrator, set up the following before day-to-day work:
- Organization → Master data — company, logo, PDF footers
- Organization → Users — invite the team, assign roles
- Inventory — create or import items and equipment
- Optional: two-factor authentication in account settings if the tenant requires 2FA
On the dashboard, new users see the First steps in your tenant box — a short overview with a link to this manual.
Glossary {#glossary}
| Term | Meaning |
|---|---|
| Order | Central business object for an event / job |
| OLE | Order-Line-Equipment — assignment of a specific unit or quantity to an order line |
| Bulk item | Item without serial number; stock tracked as a quantity |
| Single unit / tracked | Equipment with a unique ID (e.g. EQ-…) |
| Case | Fixed case with predefined contents (bill of materials) |
| Flexcase | Variable case; contents assembled per order |
| Booking set | Template for quickly booking common item combinations |
| Rental request | Request to a partner tenant for third-party material |
| Crossload | Handover of equipment between orders / tenants |
| Tenant | Your company as an isolated organization in EVISYS |
Last updated: July 2026 — the in-app UI takes precedence.