Evaluate FieldServio and any alternative with the same generator job and the same commercial requirements, including the equipment, service, inventory, billing, reports, and connections your staff will depend on after the migration. Product positioning does not establish whether a particular configuration meets those needs.
Start with equipment and service history
At a site with several units, find a generator by serial number, confirm its make, model, kW rating, fuel type, and associated ATS, then locate the submitted service records for that specific equipment. Check the identity first.
For a load bank visit, follow the recorded test values and duration into the retained documentation. For transfer testing, find the correct switch and its transfer, retransfer, and return-to-auto observations. Ask how the system distinguishes prior readings from new visit evidence.
DEMO CHECK
Verify the required record
Confirm the maintenance and reporting requirements for the facility before configuring templates. Where NFPA 110 applies, the adopted edition and AHJ requirements need review. No software label establishes the correct cadence, test conditions, or acceptable report format.
Ask the intended report recipient to review a sample that identifies the generator, ATS, visit information, readings, deficiencies, and supporting documents, then record any missing fields or attachments they need before accepting that format. Missing attachments or ambiguous equipment links are practical migration issues to resolve.
Follow the whole job
- Find the customer, site access notes, covered equipment, and agreement scope.
- Convert an approved quote into the next work record and inspect the information carried forward.
- Assign and dispatch the crew using the intended permissions.
- Submit the field evidence, inspect the completion record, and test a permitted correction.
- Compare the invoice with approved scope and completed work before releasing it.
What to demonstrate in PowerOps
Equipment and field evidence
PowerOps stores equipment identity and links service documentation to equipment and work orders. Its inspection forms separate reference information from visit responses. Imported history and field completeness still need review.
Device drafts require an online session check to save or reopen. Reconnect to resume or submit a saved inspection; it never submits in the background. Only eligible note and labor operations support automatic sync. Photo uploads, signatures, time and status actions, and completion require a connection.
Approval records
Supported audited completion and approval actions retain the approving account, server timestamp, attestation, and saved snapshot. Those entries are append-only. Working forms and equipment details can remain editable, and the record does not establish that the underlying evidence is accurate.
Authorized staff review a converted draft work order before approving scheduling. Service completion retains the actual prior state. Payment receipt can settle an invoice without another approval click. Configured AI photo assistance and reporting produce drafts; they do not approve workflow gates.
Verify migration and retained systems
Agree which application owns customer, equipment, inventory, and billing data. Confirm the actual integration scope with both vendors. PowerOps does not promise live ERP synchronization, and an available export does not establish a complete migration path.
- Test customers and sites with their access notes.
- Check generator identities and ATS associations after import.
- Retrieve historical PM, transfer test, and load bank documents.
- Reconcile agreements, open work, quotes, and invoices.
Get the migration responsibilities, exclusions, recurring price, and implementation terms in writing. Resolve missing mappings and report requirements before moving the full operation.