Book a demo Start free

Customer & revenue

EVOR CRMKnow every customer. Never lose a follow-up. EVOR SalesTurn opportunities into revenue.

Service & operations

EVOR FieldYour field operation, live. EVOR ServiceService does not stop after installation. EVOR AMCTurn maintenance into recurring revenue. EVOR ProjectsPlan, execute and deliver.

Business operations

EVOR InventoryKnow what you have and where it is. EVOR BuyControl purchasing from request to receipt. EVOR FinanceSee billing and collections connected to work. EVOR PeopleConnect teams to operational work. EVOR DocsCreate consistent business documents.

Intelligence & platform

EVOR FlowAutomate the work between the work. EVOR AIAsk your business what needs attention. EVOR InsightsSee performance across the operation. EVOR ConnectIntegrate EVOR safely.
Fifteen products, one customer record. See all products
Sales managementFrom first enquiry to accepted quote, with every follow-up owned. Field serviceDispatch, accept, check in, complete — with evidence from site. Maintenance & AMCContracts that schedule their own visits and flag their own renewals.
OperationsOne board for today’s jobs, teams, SLAs and exceptions. InventoryStock in warehouses, vans and technician hands on one ledger. ProcurementEvery purchase traced from request to receipt.
Business automationRules that move work forward while people stay in control. Customer managementOpen a customer and see sites, assets, jobs, invoices and AMC together.
Technical ServicesLead → Inspection → Quote → LPO Facilities ManagementClient → Property → Asset → SLA HVAC & MEPLead or site → Equipment → Survey → Estimate Security & CCTVSurvey → BOQ → Quote → Approval
Doors & Gate AutomationLead → Measurement → Quote → LPO MaintenanceRequest → Diagnose → Assign → Repair ContractingOpportunity → Estimate or BOQ → Project → Procurement Cleaning ServicesContract → Site → Shift → Team
Trading & DistributionLead → Quote → Sales order → Stock Professional ServicesLead → Proposal → Engagement → Tasks
Each industry starts with its own template: roles, stages, checklists and documents. All industries
Help centreStep-by-step guides for every module AcademyLearning paths by role
BlogPractical notes for service businesses Product updatesWhat shipped and when
API documentationREST API v1 and webhooks System statusLive health of the EVOR service
  1. Home
  2. Help centre

Help centre

Step-by-step guides for the things teams do every day in EVOR.

Getting startedSet up your workspace

5 steps

 SalesCreate your first quotation

5 steps

 FieldDispatch a job to your team

4 steps

 FieldComplete a job on the mobile app

5 steps

 AMCSet up an AMC contract

5 steps

 FinanceRecord a payment and allocate it

4 steps

 DataImport customers from CSV

5 steps

 AutomationAutomate a follow-up with Flow

5 steps