ElectricalBossPro Blog — Generator & Maintenance Plans

Choosing Generator Maintenance Software: What to Check Before You Switch

Plenty of software says it handles maintenance. For an electrical contractor running generator and safety inspection plans, the question is whether it handles your maintenance: yearly visits that come due on their own, generator records on the house, an inspection checklist the tech can actually use, and billing that does not need chasing. Here is a practical list of what to check before you switch.

Start With How Plans Come Due

Pairing services on one visit, covered in Pairing Generator Maintenance With a Safety Inspection in One Yearly Visit, only works if the software can bring that visit due reliably every year. That is the first thing to check.

Ask how recurring visits are set. Some tools only offer fixed calendar dates. Others make you rebook the next visit by hand. In ElectricalBossPro, recurring work runs by minimum days between visits, so a yearly plan is 365 days from the last completed visit, and the next visit comes due on its own. Commercial lighting maintenance can run every 14 or 30 days the same way.

Can You See Who Is Due on a Map?

A list of due visits is useful. A map is far better for routing. Check whether due visits show on a map with clear statuses. The ElectricalBossPro Waiting List is a live map and list, with pins colored not due yet, due now and overdue past a 7-day grace. Visits go from there onto the dispatch board, with auto-route Closest First or Furthest First from the shop. How that map works day to day is covered in The Waiting List Map: Seeing Every Generator Visit That Is Due or Overdue.

Does Equipment Live on the House?

Generator work depends on knowing the unit. Check whether the software saves equipment on the property, not just as a note on one job. Look for:

• Brand, model, serial, year installed, kW or amp rating, and fuel or phase
• The generator, transfer switch, interlock, panels, surge protector and EV charger as separate items
• Equipment that fills into new jobs from the house, and changes on a job that flow back
• Equipment that shows on the tech's job card with location and access notes

ElectricalBossPro does all of these, including the “From House” picker for new jobs.

Is There a Real Inspection Checklist and Report?

Generic field-service software often gives a job a notes box and a photo button. For safety inspection plans, you want a checklist on the tech's phone that covers the panel, breakers, AFCI and GFCI devices, grounding and bonding, surge protection, connections, outlets, smoke and CO detectors, exterior outlets, the meter base, generator and transfer switch, and EV charger, plus readings, a condition and recommendations.

Then check whether the office can print a report for the homeowner from what the tech entered. In ElectricalBossPro, the office prints an Electrical Safety Inspection report straight from the job. That report is the deliverable your plan customers see.

Can Customers Sign Up and Pay on Their Own?

Plans sell better when signing up is easy. Check whether customers can sign up for plans themselves, with a card captured. ElectricalBossPro offers services and pricing in the customer app, and a website sign-up form that captures a card and flows into Form Responses, where one click converts the sign-up into a client.

Then check billing. Look for card on file, auto-charge on completion or on a schedule, invoices with line items and sales tax, online payment and past-due follow-up. For property managers and multi-location clients, check whether you can send one monthly statement covering every address.

What Do the Techs and Customers Get?

Ask to see the tech app on a phone. Does it need an app store download? Is there a personal login for each tech? Are the day's calls in route order with navigation, equipment and access notes? Can the tech take photos, tap Start, Skip and Complete, and charge the card on file? The ElectricalBossPro tech app runs in the browser on iPhone and Android, with a company login and personal PIN.

On the customer side, check for reminders by text and email, automatic on-the-way and arrived texts, and a customer app where they can see invoices, pay and request service.

Price, Trial and Getting Started

The big enterprise platforms can be expensive and slow to set up. Spreadsheets and paper are cheap but do not bring anything due. ElectricalBossPro plans are $59, $89 and $199 per month for Start, Pro and Crew, with a 14-day free trial and no credit card. CSV import brings your existing customer list in, with addresses placed on the map automatically.

The best test is to try it with your own work. Click around the live demo company, start a trial, import a few generator customers and set up a plan. For the full picture, go back to the ElectricalBossPro generator maintenance software page.