ElectricalBossPro Blog — Electrician App

The Generator Maintenance Visit, Start to Finish in the Electrician App

Whole-house generator maintenance is the kind of recurring work electrical contractors love. It comes back every year, the customer already trusts you, and it fits neatly into a route. It is also easy to lose track of. A customer who had their generator installed three years ago and never heard from you again is a customer who might call someone else when the power goes out.

The Visit Starts on the Waiting List

Rural routes with spotty coverage are covered in Basements, Rural Roads and Spotty Signal: Habits That Keep the Electrician App Useful. Plenty of generator customers live on exactly those routes. This guide follows one visit from start to finish.

In ElectricalBossPro, a yearly generator maintenance plan is set by minimum days between visits — 365 for a yearly plan. When a customer's generator comes due, it shows up on the Waiting List, a live map and list of every visit that has come due. Pins are colored by status: not due yet, due now, or overdue past a seven-day grace. The office does not need a separate calendar of generator customers. The map is the calendar.

Grouping Generator Visits on a Route

Generator visits are good candidates for their own van or their own day. Many shops run one van on service calls and another on installs, inspections and generators. From the Waiting List, the office picks the generators that are due in one part of town, assigns them to a van and a day, and auto-routes Closest First or Furthest First from the shop.

The customers get their night-before reminder if they want it, and the tech's phone shows the route in order the next morning.

The Generator on the Job Card

When the tech opens the call, the job card shows the generator and its related equipment saved on the house:

• Whole-house generator · brand, model, serial, kW rating, fuel (natural gas, propane or diesel), year installed
• Transfer switch or generator interlock with its own details and location
• Location and access notes — “Side yard, gate on the left, dog in back”

Past notes from last year's visit sit below. If last year's tech noted something to watch, this year's tech sees it before getting out of the van. When the office created the job, the “From House” picker filled the equipment in automatically, so nobody retyped a model number.

On Site: Start, Checklist and Photos

The tech taps navigation, drives over and taps Start on arrival. The customer gets an arrived text if they chose that alert, which is useful when the generator is in the back yard and the homeowner is inside.

The safety inspection checklist includes a generator / transfer switch tested item, and the tech can record notes and issues found on the job. Your tech does the maintenance the way your shop does it; the app records what was done. Before-and-after photos of the unit, the nameplate and the transfer switch stay with the job. A photo of the nameplate is also the easiest way to fill in a missing serial on the house record.

Complete and Payment

When the tech taps Complete, the invoice is created. Generator maintenance customers are often on a plan with a card on file, so the card can be charged right away. If your shop prices a yearly generator visit at something like $189, it is paid before the van leaves the driveway. Payment at completion is covered in Charging the Card on File When the Electrical Tech Taps Complete.

Any changes to the generator's details flow back to the house. And because the plan is set to 365 days, next year's visit is set to come due on the Waiting List on its own.

Selling the Plan in the First Place

The easiest time to sign a customer up for yearly maintenance is when the generator is installed. Customers can also sign up for services and pricing, such as a yearly generator maintenance plan, from the customer app, with their card captured as part of signing up. The website sign-up form works the same way and lands in Form Responses, where one click converts it into a client.

Once they are on the plan, the visits take care of themselves: the Waiting List shows when they are due, the route puts them in order, and the tech app handles the rest.

Every Year, Same Visit

Generator maintenance is the definition of repeat business. The value comes from doing it reliably, every year, with a record of each visit. The tech app makes each visit consistent, and the plan makes sure none of them are forgotten. To see the rest of the tech app, visit the ElectricalBossPro electrician app page.