Connect the promise, the installation and the service visit
Solar companies lose context when the salesperson’s proposal, the surveyor’s measurements and the installer’s materials list live in different places. A customer change can affect system sizing, stock readiness and the promised visit. This solution is for solar installers, project businesses and EPC teams that need one traceable handoff from enquiry to a commissioned system and ongoing service.
From enquiry to completed work
Qualify the lead in Sales, capture survey/load requirements and the map in Solar, then prepare the system quotation. Check material readiness, compare supplier offers and plan purchasing before scheduling installation. Daily site reports lead into commissioning, serial records, digital handover and warranty. Field adds a generic service operation when the business needs maintenance beyond the Solar workflow.
- 1Lead & survey
- 2Map & sizing
- 3Quote & materials
- 4Purchase & install
- 5Commission & hand over
- 6Warranty & service
A business workflow illustration. Confirm your selected products and configuration in a demonstration.
Recommended products and why
Combine Ever Sales + Ever Solar + 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
For a commercial rooftop project, keep a revised inverter choice linked to the quotation and material plan. If a component is late, review the installation date and customer commitment before dispatch. After handover, the service team should find the installed serials, warranty and earlier findings. Add Trade only when a separate dealer/wholesale purchasing and distribution operation needs its own outbound order cycle.
An AI example grounded in the work
Ask Solar AI for a project-readiness summary, outstanding materials and available profitability context. Ask Field AI to prepare a service-history brief. Review sources and engineering decisions; AI does not certify a design or installation.
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
Do all solar companies need all four products?
No. Start with the actual workflow. Sales + Solar + Field is a useful combined example; Trade is optional for a distinct trading/distribution requirement. AI is included without a product slot.
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.