Send Generator Test Report
Instantly deliver professional test reports to clients when generator testing jobs are completed. Eliminate manual report distribution, reduce delays, and improve customer satisfaction with automated test result delivery.
When
Generator Testing Job Completed
Then
Professional Test Report Automatically Sent to Client
3 hours per report
Time Saved
85% faster delivery
ROI Impact
To automatically send generator test reports when jobs complete: 1) Connect your service management system as the trigger when test jobs are marked complete, 2) Extract test data including voltage, frequency, load results, and inspection findings, 3) Generate a formatted PDF report with all measurements and photos, 4) Automatically email the report to clients and archive in your document system. T
How This Automation Works
Generator Testing Job Completed → Professional Test Report Automatically Sent to Client
Detect Job Completion
Monitor your service management system for generator testing jobs marked as complete, capturing the job ID, customer information, generator details, and technician who performed the testing.
Extract Test Data
Automatically retrieve all test measurements including voltage readings, frequency data, load percentages, runtime duration, temperature readings, pressure measurements, inspection checklist results, and any photos or notes recorded during testing.
Generate Formatted Report
Compile all test data into a professional PDF report using your branded template, including equipment specifications, test parameters, measured values, pass/fail status, compliance statements, photos, and maintenance recommendations based on test results.
Deliver to Client
Automatically email the completed test report to designated client contacts with a professional cover message, attach the PDF, and include a summary of key findings and any recommended actions.
Archive and Log
Store the report in your document management system, update the customer record with the test completion, log the report delivery, and create any necessary follow-up tasks or work orders based on test findings.
How It Works
Transform your generator testing operations by automatically sending comprehensive test reports to clients the moment testing jobs are completed. This process eliminates the time-consuming task of manually compiling and emailing test results, ensuring clients receive detailed performance data, compliance information, and maintenance recommendations immediately. The system captures test data including voltage readings, frequency measurements, load bank results, and safety checks, then formats and delivers professional reports without human intervention. Perfect for generator service companies, facility maintenance teams, and testing contractors who need to provide timely documentation while maintaining accuracy and professionalism. Reduce report turnaround time from hours to seconds, minimize data entry errors, and free your technicians to focus on testing rather than paperwork.
The Trigger
When a generator testing job is marked as complete in your service management system, including all test measurements, inspection results, and equipment data recorded by field technicians.
The Action
A comprehensive, formatted test report containing all test results, measurements, compliance status, photos, and recommendations is automatically generated and delivered to the client via email with PDF attachment and archived in your document management system.
Common Use Cases in Generator
- Hospital facility managers receiving monthly generator test reports within minutes of testing completion to maintain Joint Commission compliance and emergency preparedness documentation
- Data center operators getting detailed load bank test reports immediately after annual testing, including power quality measurements and transfer switch performance data for SLA documentation
- Generator service contractors automatically delivering commissioning reports to commercial building owners upon new generator installation completion with full performance verification
- Property management companies receiving quarterly generator inspection reports for multiple locations, with automated alerts for any units requiring maintenance attention
- Manufacturing facilities getting emergency power system test reports with runtime data, fuel consumption metrics, and system reliability assessments for operational planning
- Healthcare facilities automatically archiving generator test reports in compliance databases for regulatory inspections and emergency preparedness audits
- Retail chain facilities managers receiving consolidated test reports across multiple store locations with performance trending and maintenance scheduling recommendations
- Municipal facilities automatically distributing generator test reports to department heads, emergency management coordinators, and maintenance supervisors for critical infrastructure documentation
Results You Can Expect
Dramatically Faster Report Delivery
Eliminate the 2-4 hours typically spent manually creating test reports. Reports are generated and delivered within seconds of job completion, dramatically improving client satisfaction and allowing faster billing cycles.
Improved Data Accuracy
Remove manual data entry errors by pulling test measurements directly from technician devices or service management systems. Ensure every report contains accurate, verified data without transcription mistakes or missing information.
Enhanced Professionalism
Deliver perfectly formatted, branded reports every time with consistent structure, professional appearance, and complete information. Eliminate variations in report quality and ensure compliance documentation meets regulatory standards.
Increased Technician Productivity
Free technicians from report writing duties, allowing them to complete more testing jobs per day. Redirect time from administrative tasks to revenue-generating field work and customer service.
Better Compliance Documentation
Automatically maintain complete testing records with timestamps, technician identification, and equipment details. Ensure all regulatory requirements are met and create searchable archives for compliance audits and historical analysis.
Faster Payment Cycles
Enable immediate invoicing by delivering test reports instantly upon job completion. Reduce the gap between service delivery and billing, improving cash flow and reducing accounts receivable aging.
Frequently Asked Questions About This Automation
Automated generator test reports typically include voltage and frequency measurements, load bank test results, fuel system performance, cooling system checks, battery voltage readings, oil pressure data, exhaust temperature, transfer switch operation times, runtime duration, safety system verification, compliance status, photos from inspection, technician notes, and maintenance recommendations. All data is pulled directly from your service management system and formatted into a professional PDF.
Set Up Automated Test Report Distribution in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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