Generators software
DispatchMind runs a generators company from one place: calls and leads in, jobs on the schedule, the work on your team’s phones, then the invoice. Pick Generators when you sign up and it’s set up for your trade from the first screen. You can change any of it later.
Generator work is steady maintenance most of the year and a flood of calls the day a storm knocks the power out. You need every unit on file and every annual service on the calendar. DispatchMind keeps the generator and transfer switch at each address, books the maintenance ahead of time and handles the rush when the lights go out.
A typical generators job in DispatchMind
- A customer's yearly maintenance visit is created ahead of time from their service plan and shows up on the tech's schedule.
- The tech opens the job and sees the generator brand, model and install date on file for that address.
- On site, the tech runs the annual maintenance and a load test, follows the checklist and adds photos.
- The tech spots a worn part, builds an estimate on the phone and the customer signs for the repair.
- The tech closes out the job, the customer pays by card, and the next yearly visit is already waiting on the calendar.
What generators owners tell us slows them down
Storms bring a wall of calls
When the power goes out, everyone with a generator calls at once. Nellie can answer when you cannot and book the urgent ones, and the dialer calls through your list when you need to reach customers fast.
Annual service slips through the cracks
If nobody books the yearly maintenance, the unit fails when it matters. Yearly service plans create visits ahead of time and you can skip or move one without breaking the rest.
Every unit is a little different
Brands, sizes and transfer switches all vary. Equipment on file keeps the details at each address, so the tech brings the right parts the first time.
Set up for generators from day one
Your job types
- Install
- Annual maintenance
- Repair
- Load test
- Transfer switch install
- Portable generator hookup
- Estimate visit
The details you keep on each job
- Size (kW)
- Fuel
- Make and model
- Serial #
- Run hours
- Permit #
A checklist for the work
Maintenance visit: Oil and filters changed · Battery tested · Exercise run done · Transfer switch tested · Error codes cleared and written down · Next service date set
A starter price list
Your common items are already in your price book. You set every price; nothing is filled in for you.
- Estimate visit
- Annual maintenance
- Service call
- Oil and filter service
- Battery replacement
- Install (quoted)
- Transfer switch install
Equipment on file
Keep what’s installed at each place, by type and brand (Generac, Kohler, Briggs & Stratton, Cummins, Champion, Honda and more).
Nellie knows the trade
Nellie is the assistant built into DispatchMind. On a generators account she knows how your customers talk and what to ask:
- New install or service on one they have? Brand and size?
- Is the power out right now?
- Any error code or light showing?
- Best time window and the address?
What she treats as urgent: Power out with someone on medical equipment at home; Gas smell near the generator: away from it, call the gas company.
What she never does: Never quote a price the company hasn’t set; Never say a system is up to code, compliant or will pass an inspection: the licensed tech and the inspector decide that; Never tell anyone to back-feed a house through an outlet.
Everything else
- Jobs move through four plain steps: Submitted, In progress, Pending, Done pending approval. Your trade’s own steps are color tags you can sort by.
- Estimates and invoices from your price book.
- A tech app for your team, with what each person may see set by you.
- Reports and commissions worked out from your own jobs.
- Bring your customers and jobs over from the system you use now.
Generators software: common questions
Can I schedule annual generator maintenance automatically?
Yes. Set a yearly service plan for each customer and the visits are created ahead of time. They show up on the calendar and the tech's app.
Can I keep the generator and transfer switch details for each house?
Yes. Each address has an equipment list with brand, model and dates. Techs see it before they arrive.
How does DispatchMind help after a big storm?
Nellie can answer the phone and book urgent jobs, and the dispatch board lets you move techs fast. You can also call through a list of customers with the dialer.
Can I use a checklist for load tests?
Yes. Build a checklist for the Load test or Annual maintenance job type. The tech checks off each step and adds photos and notes.
Can I try DispatchMind for my generator company before paying?
Yes. You get a 14-day free trial with every feature turned on, Nellie included, and no card needed. After that it is month to month, so you can walk away any time.
Related trades
Try DispatchMind free for 14 days
Set up for generators. No card, month to month.