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Getting Started Overview

This overview will get you up and running with any of the EvergreenWorx products.

EvergreenWorx products are built on top of the Microsoft Power Platform and requires a Power Platform Environment and the necessary user licenses to operate.

This article contains the following sections:

  • Prerequisites
  • Installation
  • Configuration

    Prerequisites

    A Power Platform license is required to use EvergreenWorx products. See the following link for information on Power Platform licensing – Pricing – Power Apps (microsoft.com).

    To deploy a Power Platform solution, you must first have your Azure Power Platform environment setup and configured. This includes:

    1. Creating an Azure Tenant with Active Directory
    2. Purchase Power Platform Licenses.
      • Note: We recommend acquiring:
      • at least one Power Apps per user plan
      • one Power Apps per app plan for each additional user
    3. Assign per user plans
    4. Allocate per app plans
    5. Purchase Office 365 Licenses (Optional to enable some features)

    Depending on your specific situation, some of these prerequisites may already be in place and not require any additional configuration.

    Installation

    Installation of our products is done from Microsoft AppSource. Links to specific product AppSource listings can be found on that products specific Quick Start page. Take the following steps to install our software from AppSource.

    Configuration

    Once installed, use these steps to configure the software.

    Plug-&-Play Apps

    EvergreenWorx Maintenance

    Maintenance

    Simple, effective maintenance management software

    EvergreenWorx Contracts

    Contracts

    A clear path to simplified contract lifecycle management

    EvergreenWorx Customers

    Customers

    The ultra-fast, ultra-simple CRM platform

    Cases Pro logo

    Cases

    Enhances support and gets service tickets closed faster

    EvergreenWorx Expenses

    Invoices

    Automated Accounts Receivable processes to get paid quicker

    EvergreenWorx Employees

    Employees

    An HR solution that nurtures employee and business growth

    EvergreenWorx Expenses

    Expenses

    An all-in-one travel and expense management solution

    Industry Solutions

    Joint Use 365

    Joint Use 365

    A premier joint use automation system for utilities

    Product Bundles

    EvergreenWorx Operations
    Operations 

    The complete operations management solution

    Resources

    Blog

    Get the latest on our products, platform, and more

    Documentation

    Get tips, tricks, and walkthroughs for our apps

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