Industrial equipment and machinery

Two-way sync and automation for industrial equipment and machinery.

Connect configured equipment orders, serial records, commissioning readiness and aftermarket service without hiding engineering or commercial approvals.

A sold configuration, the machine that was built and the service team’s installed-base record disagree when a replacement part is needed.

Book a demo

Explore your process in a demo, or get our shared two-way sync architecture guide.

The platform, in operating order

Start with live data. Put it to work.

01

Two-way sync

Keep shared customer, order, and operational records aligned, with clear field ownership.

Explore two-way sync 02

Workflows

Move approved work between systems, assign exceptions, and confirm the result.

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AI agents (Genies)

Investigate cross-system questions, assemble the evidence, and prepare the next action.

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EDI

Connect trading-partner documents to operational records and exception handling.

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Built around your operations

For teams managing more than one business model

COOs, service directors and IT leaders at US equipment builders with 100–1,000 employees and a mix of manufacturing, distribution and service.

Commissioning readiness

Gather installation requirements and unresolved prerequisites before a technician is dispatched.

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Warranty replacement handoff

Match the installed asset, coverage decision and part compatibility before preparing a replacement.

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Aftermarket part request assistant

Assemble a supported replacement-part recommendation from the installed machine and service evidence.

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Your systems and records

Agree on ownership before automating actions

Record	Owner	Operating rule
Equipment configuration	Engineering	Preserve the approved options and revision independently from a sales description.
Machine serial	Manufacturing operations	Link the serial to its build and shipment without assuming the customer’s asset tag is the serial.
Commissioning task	Service operations	Record prerequisites, assigned owner and accepted completion evidence.
Warranty claim	Service and finance	Keep technical eligibility, commercial coverage and the replacement order as separate decisions.

Salesforce NetSuite Acumatica PostgreSQL Salesforce + NetSuite integration Salesforce + Acumatica integration

Preserve distributor PO lines, configured kits and partial shipments when equipment orders enter through EDI.

Evaluate your next process

Find the right fit for your systems

Two-way syncSalesforce and NetSuite two-way sync for equipment manufacturers
Connect approved equipment configurations and commercial orders across Salesforce and NetSuite.
Two-way syncSalesforce and Acumatica two-way sync for equipment aftermarket teams
Connect aftermarket requests and accepted parts quotes to Acumatica order status.
WorkflowsCommissioning-readiness automation for equipment manufacturers
Bring sold service scope, equipment status and site prerequisites into one dispatch-readiness handoff.
AI agents (Genies)AI agents for equipment aftermarket parts requests
Use a Genie to assemble the machine history, approved part references and commercial context behind an aftermarket request.

Implementation and operating guides

Work through the details

Two-way syncEquipment manufacturers: connect Salesforce configurations to NetSuite orders
Equipment builders can tie a sold machine's accepted option set to its NetSuite order lines and route later option changes for review instead of overwriting the build.
Two-way syncEquipment manufacturers: connect NetSuite and Postgres machine serial history
Keep the manufacturer's serial stable across owner changes and customer asset tags, with a retrofit history that explains the installed configuration.
Two-way syncEquipment aftermarket: connect Salesforce parts quotes to Acumatica order status
When two employees quote the same urgent component, a shared request reference across Salesforce and Acumatica keeps one accepted order and its compatibility evidence.
WorkflowsEquipment commissioning readiness: connect sales promises, site prerequisites and service dispatch
Before a technician travels, this workflow shows which accessory, site condition or customer confirmation is still missing and who owns resolving it.
WorkflowsEquipment warranty RMAs: coordinate replacement, return and credit decisions
Shipping a replacement should not close the return or decide the credit; each RMA obligation stays open until the owner who holds it confirms the outcome.
AI agents (Genies)AI agents for equipment aftermarket requests: prepare compatible parts proposals
From a customer photo and asset label, the Genie prepares a review packet with the resolved serial, supported replacement, stock context and the questions still open.
AI agents (Genies)Equipment parts AI exceptions: serial ambiguity, supersession and incomplete kits
A plausible active SKU is not a compatible part; these exceptions show which serial, retrofit or kit fact is missing before service engineering can sign off.
EDIEquipment EDI orders: preserve distributor kits, service lines and partial shipments
One repair kit ordered by a distributor should remain one commercial line in NetSuite, even when it ships as several components or the quantity later changes.

Questions from industrial equipment and machinery teams

Who should own an equipment manufacturer’s pilot when sales, production and service each describe the machine differently?

Give it to the service director, because service is where the disagreement surfaces when a replacement part is requested. That person can name the Machine serial the customer is calling about and see whether the Equipment configuration on file matches what was built. Engineering keeps ownership of the approved options and revision; manufacturing operations keeps the serial and its build link. Two-way sync shares those records with sales and service without letting a sales description overwrite the engineering record.

How do you decide whether commissioning readiness or warranty replacement should be the first equipment workflow?

Choose the one where a wrong decision costs a wasted trip or an unrecovered part today. Commissioning readiness fits when each Commissioning task has a named owner and an agreed form of completion evidence, and service operations approves dispatch. Warranty replacement fits when the Warranty claim already separates technical eligibility from coverage and from the replacement order. Either way the workflow assembles the evidence, and the dispatch or coverage decision stays with service and finance.

What should an equipment builder see in a demo before trusting the aftermarket part Genie?

Give it a real request with a customer asset tag instead of a Machine serial, a machine that was transferred and retrofitted, and a part with a conditional successor. The Genie should resolve the serial from approved evidence or ask for the nameplate, show the installed Equipment configuration it relied on, and prepare a parts request for the service owner. It does not approve compatibility, decide a Warranty claim or release the order; those remain with service engineering and finance.

Bring one real process

See how your records and handoffs fit together.

Bring the systems, record types, and exceptions your team handles today. We’ll scope the connections and actions, then walk through the path to a confirmed result.