Give dispatch, technicians and the office the same job context
Field-service businesses juggle incoming requests, planned visits and jobs that cannot be completed on the first visit. The office needs to know why a job is open; the technician needs the site history and correct scope. This solution connects the request to scheduling, team assignment, materials, evidence and completion so a status label has an operational explanation behind it.
From enquiry to completed work
Capture the customer/site request, prepare a generic work order and assign a technician or team. Calendar planning makes the visit visible. Check materials and instructions before dispatch, record site evidence and completion notes, and review any billable outcome. Sales adds qualification and quotation follow-up when service work begins with a commercial opportunity.
- 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.
Recommended products and why
Combine Ever Sales + Ever Field. Choose the package that matches the number of business products you need. Ever AI is included without taking a slot, and all packages support unlimited users. Product choices open workflows; roles still control who can use them. Add capacity separately when storage, credits or other allowances need to grow.
A representative workflow to test
A technician arrives but a required part is unavailable. Keep the evidence and incomplete task visible, identify the next material requirement and schedule the return visit after review. Closing the first visit should not erase the unresolved customer commitment. Use this scenario to test mobile screens, attachments, assignment changes and service history before rollout.
An AI example grounded in the work
Use Field AI to summarize the job and unresolved actions for the next technician. The assistant helps prepare context; the dispatcher still reviews availability and the qualified technician decides the appropriate technical procedure.
Plan the connection and the rollout
If an ERP or accounting system remains in use, agree who owns customer IDs, products, stock movements and posted financial entries. Start with a limited, testable data flow and a reconciliation owner. Odoo is Coming Soon; a custom connection can be scoped through Ever Connect. Bring one realistic synthetic workflow, current documents, user roles and an exception case to the demo so the proposed setup can be reviewed end to end.
Your questions, answered
Is route optimization included?
No route-optimization claim is made. The focus is work orders, calendars, technician/team assignment, evidence, materials and service history.
Can we start without an ERP connection?
Yes. Ever can run the selected operational workflows standalone. Treat an ERP connection as a separate scope with explicit data ownership, credentials, testing and acceptance.