Every generator you install is a customer who should see your van once a year. ElectricalBossPro turns that into a real plan: yearly generator maintenance and electrical safety inspection visits that come due on their own every 365 days, a live map of who is due and overdue, the generator's brand, model, serial, kW and fuel saved on the house, a safety inspection checklist on the tech's phone, a printed report for the homeowner, and the card on file charged when the tech taps Complete.
Plans start at $59/month, and recurring visits, equipment records, the inspection checklist and card-on-file billing come with every plan. To see how maintenance plans fit with service calls, installs, estimates and dispatch, start at ElectricalBossPro and then dig into the plan side here.
Set a plan to 365 days between visits. When a visit is completed, the count starts again. Nobody keeps a calendar of next year's dates.
Every due visit on a live map, colored not due yet, due now and overdue past a 7-day grace. Group them by area and fill a van.
Brand, model, serial, year installed, kW and fuel saved on the property, with the transfer switch, panel and surge protector beside it.
Panel, breakers, AFCI and GFCI, grounding, surge protection, detectors, generator and EV charger, with readings and a condition, on the tech's phone.
The office prints an Electrical Safety Inspection report for the homeowner straight from what the tech recorded.
Customers sign up in the customer app or on your website with a card captured. The visit is charged when the tech taps Complete.
Whoever installed the generator already knew the brand, the kW, the fuel and where the transfer switch went. ElectricalBossPro keeps that on the house and puts it on every future job, so next year's tech walks up knowing what they will find. New jobs fill in from the house, and changes made on a job flow back to it.
Most plans fail because nobody remembers next year's visit. ElectricalBossPro does the remembering. Your office sells the plan once, the visit comes due on its own every year, and your techs show up with the generator and its history on their phone.
Put a yearly generator plan and a yearly safety inspection plan on your service list, each with your price and 365 days between visits.
On the install estimate, in the customer app, or on your website sign-up form with a card captured. One click turns a sign-up into a client.
Each visit lands on the Waiting List map when its days are up. Put the due ones on a van, auto-route from the shop and print the route sheet.
The tech works the checklist, takes photos and taps Complete. The card on file is charged and the office prints the report.
Most electrical shops sell maintenance with good intentions and a spreadsheet. The spreadsheet holds names and install dates, but it never tells anyone who is due, never sends a reminder and never shows the customers on a map.
Ask an owner how their generator plans really run and you hear the same story: a list of install customers in a spreadsheet, a few visits booked from memory each spring, and a storm that arrives before half of them got done. Then the outage calls start, and nobody can say quickly which customers have which generator, what fuel it runs on, or where the transfer switch is. Whether the customer even paid for last year's visit.
That information belongs on the house, and the next visit belongs on a map. When both are in one place, every plan customer gets their visit and every tech walks up knowing what is there.
ElectricalBossPro keeps the plan, the equipment, the inspection and the payment together, from the install estimate to next year's visit.
Everything here exists to sell more yearly plans, deliver every visit on time and get paid without chasing anyone. The software records the work. Your techs do it.
Yearly generator maintenance and safety inspections at 365 days, commercial relamping at 14 or 30. Counted from the last completed visit.
Every due visit on a live map and list, colored not due yet, due now and overdue past a 7-day grace.
Brand, model #, serial #, year installed, kW, fuel (natural gas, propane, diesel), location and access notes on the house.
Saved beside the generator, with the main panel, subpanels, meter base and surge protector.
New jobs fill in equipment from the house, and changes made on a job flow back to it.
Panel, breakers, AFCI, GFCI, grounding and bonding, surge protection, connections, detectors, meter base, generator and EV charger.
Voltage, main breaker amps, measured load, ground resistance, panel age, IR hot spot, plus Good, Needs attention or Repair recommended.
The office prints an Electrical Safety Inspection report for the homeowner from the job.
Build an estimate from your service list. The customer approves online and it becomes a scheduled job.
Customers sign up for your plans and pricing, update their card, see invoices and pay.
Card captured, lands in Form Responses, one click converts the sign-up into a client.
Card on file charged on completion or on a schedule, with invoices, sales tax and past-due follow-up.
Night before, when they are next and when the tech arrives, chosen by each customer. Two-way texting with the office.
Jobs by day and van, auto-route Closest First or Furthest First from the shop, saved views and printed route sheets.
Property managers, gyms and retail chains get one statement a month, each line labeled with its address.
Start $59, Pro $89 and Crew $199 per month, with maintenance plans on every plan.
Plan visits start on the Waiting List, a live map of every visit that has come due. The office picks a cluster of due generator and inspection visits, puts them on a van and a day, and auto-routes them Closest First or Furthest First from the shop. Before storm season, pull visits forward so every generator on the books is seen in time. After an outage, the records on each house tell the office what kind of call it is before booking it. For a full walkthrough of a plan year, read Generator Maintenance Software: The Complete Guide to Selling and Running Yearly Plans.
Homeowners cannot see most of a maintenance visit, so give them something they can. The printed Electrical Safety Inspection report shows the checklist, readings, condition and recommendations in one place. Sign-up happens in the customer app or on your website with the card captured. Reminders the night before, when they are next and when the tech arrives tell them the van is coming. When the tech taps Complete, the card on file is charged and the invoice is in the customer app.
Pick the plan that fits your shop. Every plan starts with a 14-day free trial and no credit card.
Compare plans on the pricing page.
Each plan has a minimum number of days between visits, 365 for yearly generator maintenance and yearly safety inspections. When a visit is completed, the count starts again, and when the days are up the next visit appears on the Waiting List map. The office puts due visits on a van and a day from there.
Each property keeps a list of its electrical equipment. A generator can hold brand, model number, serial number, year installed, kW rating, fuel (natural gas, propane or diesel), location and access notes. The transfer switch or interlock, main panel, surge protector and EV charger can be saved beside it, and all of it shows on the tech's job card.
The tech works the safety inspection checklist on their phone, adds readings, sets a condition (Good, Needs attention or Repair recommended) and writes recommendations. The office sees it on the job and can print an Electrical Safety Inspection report for the homeowner. Recommendations can be turned into an estimate the customer approves online.
Yes. You can offer services and pricing in the customer app, such as a yearly generator maintenance plan, and customers can sign up and update their card there. The website sign-up form also captures a card and flows into Form Responses, where one click converts it into a client.
With a card on file, the visit can be charged automatically when the tech taps Complete, or on a schedule you set. Invoices include line items and sales tax, customers can pay online in the customer app, and past-due follow-up handles cards that fail. Property managers can get one monthly statement covering every address.
Start is $59/month, Pro is $89/month, and Crew is $199/month. Maintenance plans, equipment records and the inspection checklist are on every plan, and every plan starts with a 14-day free trial with no credit card.
Generator and maintenance plans are one piece of how ElectricalBossPro runs an electrical business. For service calls, estimates, dispatch, the tech app and billing, see the full ElectricalBossPro platform overview.
Practical reading on pricing and selling yearly plans, 365-day visits, the Waiting List map, generator records, the safety inspection checklist and report, customer sign-ups, card on file, reminders, storm season, outages, add-ons and renewals.
Yearly visits that come due on their own, generators on the house, a checklist on every tech's phone, a printed report for the homeowner and the card on file charged at completion. Try ElectricalBossPro free for 14 days.