Energy and equipment: connect sale, equipment and service
Solar, generator, UPS and HVAC companies may sell equipment and later install or maintain it. Datrylo's current applications connect CRM, sales, purchasing, stock, project tasks and invoicing.
Failed commissioning keeps the generator handover open
See how the workflow connects people, records and decisions.
| Step | Owner, record and exception |
|---|---|
| 1 | Order GEN-01 supplies one generator at 5,000,000 IQD; project owner links its serial and agreed commissioning task. |
| 2 | Warehouse delivery completes, but a site test fails. Service owner records the failed test reference and keeps commissioning acceptance open. |
| 3 | An agreed 100,000 repair part and retest task link to the same equipment. Finance follows the contracted billing trigger, not delivery alone. |
What belongs in the rollout
Inspect the underlying records
Explore Datrylo in action. Select an image for a closer look.
Follow an asset over time
Begin with an enquiry and a specified unit. Quote it, source missing parts and deliver it to a site. Then ask what record would prove commissioning and what a technician would see on a later visit. Serial number, warranty, compatibility and site information may be essential.
Decide what needs a scoped implementation
The Project test proves a task record, not mobile field work. Datrylo connects customer records, sales, purchasing, inventory and invoices so teams can work from shared information. Use the solar, generator and UPS and HVAC guides to select an exact demonstration scenario.
Explore the connected workflow
Connect the business behind every solar project
Bring solar equipment sales, procurement, stock and project coordination together. Datrylo helps your team carry the customer’s agreed offer through the commercial work, with room to build specialist installation and after-sales processes around it.
Keep power-equipment sales and operations connected
Manage generator and UPS enquiries, equipment sales, supplier orders, stock and invoicing in one place. Datrylo gives commercial and operations teams a shared view of the customer’s order, with custom services for the installation and maintenance processes aro
ERP for HVAC companies
HVAC work connects equipment sales, materials, installation and later service. A useful system should keep the customer, site, specified units, parts and acceptance record together. Use Contacts, Projects, Purchasing and Inventory for the commercial side of se
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next big move?
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