Turn repeat service into a managed relationship
Maintenance companies need to retain the history of a site after the original technician moves to another job. Planned visits, reactive requests and contract commitments must remain distinguishable. This solution is for technical and facilities maintenance teams that want a customer/site record, a reviewed maintenance plan and evidence of the work performed, without rebuilding a history from messages before every visit.
From enquiry to completed work
Use Sales for contract enquiries and commercial follow-up, and Field for service requests, work orders and maintenance/AMC records. Review recurring visit drafts, assign the appropriate team, confirm the checklist and material requirement, then capture evidence and completion. Keep warranty, contract-covered and separately billable work clear before a billing draft is approved.
- 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 scheduled site visit reveals an additional fault outside the agreed maintenance scope. Record the finding and evidence, keep the original checklist outcome, and create the appropriate follow-up rather than hiding extra work inside a completed visit. The office can review approval and billing responsibility while the next technician retains a clear service history.
An AI example grounded in the work
Field AI can prepare a brief of previous faults, completed visits and unresolved work. Review the sources before turning the summary into a checklist or customer communication. Repeated findings should prompt a qualified technical review rather than an automatic 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
Are maintenance visits automatically committed?
Recurring visits are drafts for review and scheduling. The team should confirm scope, dates, assignment and contract coverage before committing to the customer.
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.