Keep installation, callouts and seasonal maintenance connected
HVAC businesses manage a mix of new enquiries, site visits, equipment quotations, installations and urgent service calls. A customer may have several units, previous repairs and an annual maintenance agreement. This solution keeps that service context available while the office plans teams and parts, so a technician does not arrive with only a name and phone number.
From enquiry to completed work
Qualify the enquiry and equipment/parts quotation in Sales. Use Field for installation and service work orders, technician/team scheduling, checklists, site photos, materials and completion. Maintenance/AMC records produce reviewed recurring visit drafts for seasonal servicing. Add Trade when the business also manages a substantial equipment/parts purchasing, warehouse and distribution 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
An emergency cooling fault occurs before a scheduled seasonal visit. Review the site/equipment history, assign the callout and record the finding, photos and parts used. Keep contract-covered work separate from a new billable repair. The seasonal visit can then be reviewed with the latest evidence instead of repeating work or overlooking an unresolved issue.
An AI example grounded in the work
Field AI can brief the technician on earlier visits and prepare a service summary for review. Ask it to cite the relevant work orders. It does not replace refrigerant, electrical or equipment safety procedures or a qualified diagnosis.
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
Can we manage seasonal service and emergency callouts?
Yes. Use reviewed recurring maintenance drafts for planned service and separate requests/work orders for reactive visits, retaining the shared customer/site 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.