Start here, then follow your workflow
Choose a guide for the task, then use the related guides for its next handoff. Each article describes tenant workflows; account-specific records and support conversations remain private.
Knowledge Base
Ever Platform guides for your daily work
Guides to account setup, products, customer work, purchasing, field service, finance and responsible AI use. Search by the task you want to complete.
Knowledge Base
Getting started with Ever Platform
Start with a company account and one real business workflow. Creating an account does not activate a product; the company needs an active subscription with the products required for its work.
ExploreChoose products around your work
Ever Sales covers commercial follow-up; Ever Solar covers solar delivery; Ever Field covers service work; Ever Trade covers purchasing, stock and customer orders. Ever AI works with the products and records your account is allowed to use.
ExploreEver Sales: keep opportunities moving
Use opportunities to connect customer context, a responsible salesperson, the next conversation and a quotation. A stage describes progress; it is not a substitute for the underlying document.
ExploreEver Solar: from accepted quote to handover
A solar installation links the customer, accepted scope, materials, tasks, commissioning and handover evidence. Use the installation record to keep the delivery team working from the same information.
ExploreMaintenance contracts and recurring visits
An AMC records the customer, coverage period, visit frequency and agreed service context. Generate visits from the contract so the source agreement remains visible. Generic Field service does not require a solar installation.
ExploreEver Trade: reservations, deliveries and returns
A Trade order keeps the agreed customer quantities visible while stock is reserved, delivered in parts and returned when needed. Purchasing and customer delivery remain separate records.
ExploreEver AI: sources, permission and review
Use Ever AI to read supported business context, prepare a proposal and confirm an allowed action. Your active products, role, AI access and supported record/branch rules still apply.
ExploreUnderstand storage and capacity
Storage, AI credits, quotation usage, active jobs, branches and API usage are different allowances. Read the quantities and periods in your current package and account; package names alone do not define the limits.
ExploreDisplay currency and your billing agreement
WordPress displays the current offer supplied by Ever Platform. The viewing country and currency help you compare that offer; your actual billing country, payable currency and agreed amount are confirmed in Platform checkout.
ExploreCheckout and subscription activation
Choose a currently available offer, review its products and complete the supported Platform payment flow. An account, redirect or payment screen alone does not establish product activation.
ExploreYour account, team and private support
Each staff account belongs to one company. The company administrator manages team access, while the active products and supported branch rules determine which workspaces and records are available.
ExploreEver Connect: prepare an integration request
Ever Connect describes integration scope and readiness. Check the published status of each connection before planning a live workflow. Odoo remains a future connector; an implementation-service purchase is a separate engagement.
ExploreWhen pricing or checkout is unavailable
The storefront shows authoritative current offers. If the offer is missing, expired or not ready for checkout, contact Ever Digital with the products you need instead of relying on an old displayed amount.
ExploreFind your work in Ever Platform
Home brings together work that needs your attention. Product and workspace navigation reflects the company’s active products and your role, so two team members may see different destinations.
ExplorePackages, product selection and renewal
A package defines the permitted product selection and included capacity. The active subscription records the company’s agreed products, dates and price. Public offers can change without rewriting an existing agreement.
ExploreCustomers and linked commercial history
Use one customer record for the same business relationship. Opportunities and documents link back to that customer, while the visible related history follows your current access.
ExplorePrepare, review and accept a quotation
A quotation captures the customer, scope, currency, quantities, prices and intended fulfillment. Review the final document and acceptance outcome before committing the next team to work.
ExploreSite surveys, sizing and map evidence
A site survey connects the opportunity with measurements, electrical requirements, photos and a location. Map boundaries and sizing outputs support a reviewable estimate; verify them against the actual site.
ExploreEver Field: schedule and complete a work order
A work order brings the customer, visit, assigned team, checklist and evidence together. Generic service work is available through Field; Solar-specific work still needs the relevant active product.
ExploreInventory, warehouses and stock movements
Stock balances belong to a product and warehouse. Physical quantity, reserved quantity and available quantity describe different states and should not be treated as interchangeable.
ExploreSuppliers, purchase orders and receipts
Purchasing connects the supplier, request or RFQ, offer, purchase order, receipt and supplier bill. Each document has a different purpose; a confirmed order is not proof that stock arrived or money was paid.
ExploreService tickets, warranties and follow-up
Keep the customer’s reported issue, the affected equipment or work, assigned responsibility and service history together. Warranty information records coverage; it does not automatically approve every repair or charge.
ExploreAI included and purchased credits
Ever AI access and available credits are separate. Your wallet distinguishes included credits from purchased credits, and an available feature shows its credit requirement before the request.
ExploreReview AI drafts and product imports
AI preparation supports selected draft and catalog workflows. The review shows proposed fields and calculated totals before an authorized confirmation; preparation itself does not post a financial document.
ExploreInvoices, payments and financial reports
Keep customer invoices, payments, expenses and purchasing documents linked to their source. Business accounting records are separate from your company’s subscription invoices from Ever Digital.
ExplorePrivate files and customer portals
Attach files to the correct supported record so access follows its purpose and ownership. A customer portal is a limited shareable link, not a staff login or a public directory of company files.
ExploreTroubleshooting common workspace problems
Start with the visible error and the record you were using. A missing permission, stale revision, business-state check, capacity limit and provider outage need different responses.
Explore