Distinguish supplying equipment from installing it
Electrical-material suppliers need unit-aware purchasing and stock, while MEP and low-current contractors need a site-work history. CCTV, alarms, access control, intercom, fire alarms, smart-home and automation businesses may do both. Choose the trading workflow for supplied products and the field workflow for installation/service commitments, keeping the commercial quotation connected to the right outcome.
Where to begin
Start with the workflow your team repeats most often. Review a real enquiry, an order and a service job with Ever Digital, then choose the products that cover that work. Keep specialist requirements explicit during scoping.
Records and decisions to prepare
Test a scope change that adds equipment and a site visit. The revised quote should retain the correct products, the warehouse should see the approved material requirement and the technician should see the current work order. Keep certificates, test reports and private site drawings in authorized files. Life-safety and regulated inspections require qualified professionals and applicable procedures; Ever manages the record, not a certification decision.
- 1Customer & site
- 2Service request
- 3Work order
- 4Schedule & team
- 5Evidence & completion
- 6Maintenance history
A business workflow illustration. Confirm your selected products and configuration in a demonstration.
A practical AI question
Field AI can summarize approved changes and service findings; Trade AI can help compare required equipment offers. Confirm source documents and never treat a generated summary as an electrical, fire-safety or security approval.
Connect existing systems deliberately
Keep a clear owner for customers, products, stock and posted finance if an ERP remains in use. Ever Connect supports integration planning; the Odoo connector is Coming Soon. Request a scoped custom connection when a business need cannot wait. Use the linked solution for the recommended product combination and the public guides to prepare a realistic demo.
Your questions, answered
Which Ever products should this business choose?
Choose around the workflow: Sales for CRM/quotations, Solar for solar projects, Field for service work and Trade for purchasing/distribution. The linked solution explains the combination; capacity and access rules still apply.