Generator service
Generator service software built around how you already work.
Site surveys, quotes, permits, installs, startup, maintenance plans by interval, load bank tests and emergency calls when the power goes out, all tied to the unit. Your techs log run hours and readings on the phone, and AI does the admin.
The short answer
What software does a generator service business need?
A generator dealer needs software that carries one sale from site survey and quote through permit, install and startup, then keeps that unit on a maintenance plan for years. It should track each unit as an asset with run hours, transfer switch checks and load bank results, and handle a surge of emergency calls during an outage. Fieldproxy is set up around that lifecycle, from $649/month with unlimited users.
How the job runs
A generator service job, start to finish.
The stages your software has to follow, in the order the work actually happens.
- 1
Site survey and quote
A salesperson or tech visits the property, sizes the load, picks the pad location, checks gas line and meter capacity and electrical service, and photographs it all. The survey becomes a quote for the unit, transfer switch and install. - 2
Permit and scheduling
Once the deposit is in, permits are pulled (electrical, gas, sometimes zoning), the unit and switch are ordered, and the pad, electrician, plumber and install crew are lined up in order. - 3
Install, startup and commissioning
The unit is set, the gas and electrical are connected, inspections are passed, and the startup is done: voltage and frequency checked, transfer tested under load, exercise schedule set, and the customer walked through it. - 4
Maintenance plan
The unit goes onto a maintenance plan by interval (annual or semi-annual, or by run hours): oil and filters, plugs, battery test, coolant, transfer switch check, and load bank testing where the contract calls for it. - 5
Outage and emergency calls
When a storm takes the grid down, units that fail to start or transfer become urgent calls. Plan customers and critical sites go first, and each call lands on that unit's history.
What to record
The checklist for every job.
Whatever system you run on, these are the fields, readings and photos worth capturing every time. Use it as your checklist.
Site survey and install
- Load calculation and the circuits to be backed up
- Electrical service size, panel make and photos
- Fuel type, gas meter size and pipe run length, or tank size
- Pad location with setback measurements from windows, doors and property lines, with photos
- Unit make, model, serial number and kW rating; transfer switch make, model, serial and amperage
- Permit numbers and inspection dates and results
Startup and maintenance visit
- Run hours at arrival
- Output voltage and frequency under no load and under load
- Battery voltage and load test result, with battery date code
- Oil and filter changed, oil level, coolant level and condition, air filter, plugs
- Transfer switch test: transfer time, retransfer, exercise schedule set
- Active fault codes and event log, with a photo of the controller
Load bank and emergency calls
- Load bank test: load steps (percent of rating), duration at each step, voltage, frequency, amps per phase and coolant temperature
- Outage call: reported symptom, fault codes, cause found, parts used
- Parts ordered and the second visit date if parts are not on the truck
- Customer signature and the service report sent
Where generic software breaks
Why template tools don't fit.
Most field service software is built for a generic service call. Generator dealers run a different job.
- Sales and service live in different tools, so the survey photos, serial numbers and install details never reach the tech who shows up for the first maintenance visit.
- Maintenance due by run hours or by contract interval does not fit a simple repeat visit, so units drift past due until the customer calls with a failure.
- During an outage dozens of calls arrive at once, and a generic queue cannot tell a maintenance plan customer or a critical site from a unit nobody has serviced in years.
- Load bank results, transfer switch tests and battery readings end up in a PDF or on paper, so there is no history per unit when a warranty claim or a failure dispute comes up.
How it's set up in Fieldproxy
Your process, set up as it runs.
We map how you run on a 30-minute call and configure it within 48 hours. These are the pieces it is built from.
One record from survey to service
Survey, startup and PM forms with required readings
Maintenance plans by interval
Quotes, invoices and service reports
AI for generator dealers
AI that does the admin, inside your workflow.
The AI agents work on your real jobs and customers, and you confirm anything that matters before it happens.
Takes the outage calls
Rebuilds the schedule around the storm
Chases readings and invoices
From $649 a month, one price per company, unlimited users.
Every AI agent included, AI credits charged separately. Live in days: the average migration takes about 10 days.
Questions
Generator service software, answered.
What software do generator dealers use?
Generator dealers need software that runs a unit from site survey and quote through permit, install and startup, then keeps it on a maintenance plan with run hours, transfer switch checks and load bank results. Many run sales and service in separate tools or spreadsheets. Fieldproxy puts the whole lifecycle on one record, tracks each unit as an asset with a QR code, and books maintenance by interval.
Can Fieldproxy track maintenance by run hours?
Yes. Every visit records run hours on the unit's asset record, and maintenance plans book visits on the interval in your contract. The plan view shows which units are due or overdue, and the customer gets a reminder before each visit.
How does it handle emergency calls during a power outage?
AI agents answer the calls, SMS and email and book them against the right unit. The schedule is rebuilt so maintenance plan customers and critical sites are reached first, and techs dispatch by skills, location and parts. Each call is recorded on the unit's history.
How much does generator service software cost?
Fieldproxy is $649/month per company with unlimited users, so sales, installers, service techs and the office are all included. AI credits are charged separately and every AI agent is included. Per-user tools cost more with each hire.
How long does it take to switch to Fieldproxy?
It starts with a 30-minute call about how your sales, installs and service run. Fieldproxy is configured to your stages and forms within 48 hours, then your customers, sites, units and open jobs are migrated. The average migration takes about 10 days, and you switch when the team is ready.
See it set up for your generator service business.
A 30-minute call on how you run. We configure it within 48 hours and show it to you running, with the AI agents working on it.