PowerOps connects installation quotes and project work with equipment records, PM agreements, and service jobs. Confirm the installed unit and service requirements, then use that record to prepare ongoing maintenance.
An installation can lead to ongoing maintenance work. Review the installed equipment, customer requirements, scope, and pricing before offering a service agreement.
Prepare equipment and installation line items with customer and site context. Your team confirms equipment selection, engineering requirements, scope, and pricing.
Run the installation through commissioning as a project, so the work that turns a sold job into an energized generator is tracked, not lived in a job-box and a text thread.
Confirm the installed equipment record, then build a PM agreement with its services and pricing. Review serial-number matches and the schedules created from that agreement.
Once you are maintaining the generators you installed, you need what a generator service company needs — the PM program, the field capture, and the record. It is the same system.
Keep the generator and ATS identities with the installed equipment records. Confirm make, model, serial number, kW rating, and fuel type at closeout, then review imported history before relying on it.
Review due and overdue schedules and generate eligible draft PM work orders through an authorized account action. Staff still review the scope, assign the crew, and confirm the schedule.
Technicians capture checklist results against the right unit. Checklist and service-report drafts save locally while the app can verify your session online and can be resumed or submitted after reconnecting; they are never background-submitted. Only eligible note and labor operations sync automatically. Photos upload and final completion require a connection.
Supported service records remain linked to jobs and equipment. Audited approval snapshots record the sign-off and submitted data; the receiving organization decides what evidence is sufficient.
| Requirement | What to verify | PowerOps scope |
|---|---|---|
| Installed equipment | How is the installed unit identified and checked? | Equipment records linked to customer and site |
| PM agreement | Which equipment and services become schedules? | Serial-number matching and the shortest selected recurring agreement interval |
| Draft service work | Who generates and schedules PM jobs? | An authorized person generates eligible drafts and confirms scheduling |
| Field records | What remains available after a visit? | Supported inspection records linked to the job and equipment |
| Approval evidence | Which data was present when the person signed off? | Snapshots for supported audited completion and approval actions |
Run a representative installation through any platform you are considering. Review equipment identity, service scope, schedule creation, and the records available after the first visit.
Contractors who install and maintain generators need to connect the installed equipment with later service scope, schedules, and records. Evaluate whether the available equipment, agreement, field, and billing workflows fit that work. An installation may lead to a service agreement; software does not guarantee the sale.
PowerOps includes quoting, project management, equipment records, PM agreements, and service work orders. Confirm the installed generator and ATS serial numbers during closeout, then review the agreement and resulting schedules. Validate the handoffs with one representative installation before rollout.
Build separate line items for the generator, ATS, startup, load bank testing, and other work required by the installation. PowerOps supports the customer quote and project workspace; your team verifies equipment selection, engineering requirements, costs, and scope before approval.
Confirm the generator’s kW rating, fuel type, model, serial, and linked ATS at handoff, then build the agreement with the customer, service selections, equipment lines, and pricing. Agreement schedule sync matches equipment by serial number and uses the shortest selected recurring interval. Review the resulting schedules and any unmatched units.
Supported field results remain linked to jobs and equipment. Audited completion and approval actions preserve the approving person, server time, attestation, and data snapshot. The building owner, insurer, auditor, or AHJ determines the required evidence and retention; the snapshot records a sign-off rather than independently proving the physical work.
Start a free trial, or book a demo and bring the last install you closed — see how it becomes a service agreement.