Different energy businesses need different workflows
A solar installer needs survey, sizing, materials, installation and handover. A solar dealer or inverter/battery distributor may mainly need quotations, purchasing, stock and delivery. A renewable-energy project company may combine project delivery with ongoing service. Choose products around the work you actually perform; selling energy equipment does not automatically mean you need an installation workflow.
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
For installers and Solar EPC teams, retain load assumptions, site geometry, quotation revisions, serials and commissioning evidence. For dealers, standardize product codes, unit quantities, warehouse balances and customer commitments. Batteries/storage and inverter suppliers should preserve the commercial product identity and warranty context; Ever is not advertised as battery telemetry, energy-market trading or an engineering certification system.
- 1Lead & survey
- 2Map & sizing
- 3Quote & materials
- 4Purchase & install
- 5Commission & hand over
- 6Warranty & service
A business workflow illustration. Confirm your selected products and configuration in a demonstration.
A practical AI question
Compare a project-readiness question with a dealer-stock question in the demo. Solar AI can summarize available project context; Trade AI can help with purchasing and orders when Trade is selected. The different questions reveal which product combination is actually useful.
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.