Combine equipment supply with accountable service
Generator, UPS, pump, water-treatment, filter, EV-charging and industrial-equipment businesses may sell equipment and maintain it. The sales record explains what was promised; the work order explains what was done on site. Choose Trade for equipment/parts supply and Field for generic installation or maintenance, with Sales for the opportunity and quotation relationship.
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
Prepare a service example that includes the site, equipment identity, prior finding, required part and contract coverage. Keep the inspection, approved replacement and financial outcome distinct. Warranty and maintenance history help the next visit. Live sensor data, predictive maintenance, charging-network operation and specialist engineering calculations are not assumed; any device integration needs its own scope and acceptance.
- 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
Ask Field AI for a service-history summary and Trade AI for supplier comparison when Trade is selected. Keep engineering decisions with the responsible professional and review every source before confirming an action.
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.