Build a service history around the equipment
Generator and UPS companies combine equipment sales, installation, planned maintenance and reactive callouts. The next visit depends on knowing the site, previous findings, parts used and the customer’s service agreement. This solution keeps those commercial and service records connected so the office can plan a visit and the technician can prepare for the actual equipment context.
From enquiry to completed work
Manage enquiries and equipment/service quotations in Sales. Use Field for work orders, team scheduling, checklists, photos, material usage, completion and warranty/service links. AMC and recurring drafts support planned visits that a responsible person reviews. Add Trade when parts, batteries or equipment are also purchased, stocked and distributed as a separate trading operation.
- 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 routine maintenance visit identifies a battery or component that needs replacement outside contract coverage. Preserve the finding and evidence, prepare the commercial follow-up, check parts availability and schedule the approved work. Service history should distinguish the inspection from the later replacement. Engineering checks, electrical safety and generator operating procedures remain the responsibility of qualified staff.
An AI example grounded in the work
Field AI can summarize earlier service work and prepare a visit brief. Purchasing assistance can compare available parts quotations. Review source records; the assistant is not a telemetry system, runtime meter or predictive-failure guarantee.
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
Does this provide live generator telemetry?
No live telemetry is claimed. The scope is the commercial, work-order, maintenance, evidence and service-history workflow; a device connection requires a separately scoped integration.
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.