A generator CRM that tracks the permit, the gas meter, the backorder and every oil change after.
A standby install has more waiting in it than work. Permits, gas meter upgrades, propane tank sets and backordered units each stall a job for reasons outside your control. After startup comes a decade or more of service. Generic field software sees none of that.
An install waits on permits, the utility and the factory, then lives on as a service account
Dispatch software assumes the job happens the day you schedule it. A generator install does not. After the sizing visit and signed proposal there is a deposit, an electrical permit, often a gas or mechanical permit, a request to the gas utility to confirm or upgrade the meter, or a propane supplier to set a tank. The unit itself may be backordered for weeks after a regional outage. Each of those dependencies has its own date and its own person to chase, and when they live in a notebook, customers call to ask where their generator is and nobody knows.
After startup the job turns into an account. The unit has a serial number, a warranty registration, a model with its own service intervals, a battery that will need replacing, and an owner who may sign up for a maintenance plan. Some dealers also handle remote monitoring alerts. A CRM for generators has to hold that record for the life of the unit and put a technician in front of it before the next outage.
What a generator CRM has to track
These are the records that decide whether an install finishes on time and whether a plan customer renews.
The sizing visit, in detail
Panel photos, service size, the major loads, the existing gas meter or propane setup, the proposed unit and transfer switch, the placement sketch with clearances, and notes the install crew will need.
Permits and the gas utility as tracked steps
Each permit with number, submission date, approval and inspection result; each utility or propane request with its status. A board shows which installs are waiting on paperwork and which on the factory.
Units on order
Model and size per job, order date, expected ship date and the list of customers waiting on each model, so the office can give real answers after a storm empties the distributor's shelves.
The startup and registration record
Startup checklist, exercise schedule settings, serial number and warranty registration confirmation, saved with the address so the warranty claim later is not a hunt through a filing cabinet.
Maintenance plans and parts
Plan type, renewal date, visits due, and the parts used each visit (oil, filters, plugs, battery), so the tech knows what to bring and the office knows what to bill.
Fault history and priority customers
Every fault code, repair and monitoring alert on the unit's record, and a priority flag for homes with medical equipment or sump pumps, so outage-day dispatch goes to the right driveway first.
How we build a generator CRM
The CRM we offer started as the system our own home-service companies run on. Yours follows your process, in accounts you own.
Stages in your words
Sizing visit, proposal sent, deposit, permit submitted, utility pending, unit ordered, scheduled, installed, inspected, started up, on plan. The reports count jobs and dollars waiting at each stage.
Proposals with options
Good, better and best proposals by unit size and transfer switch, with optional items like a surge protector or a plan, signed and deposited from the customer's phone with server-side pricing that cannot be edited by the customer.
Plan billing that runs itself
Plans renew and bill on their dates through your payment account, the service visit is booked automatically, and a failed card generates a task instead of a silent lapse.
Outage mode for dispatch
A view for outage days that lists plan customers and priority homes by area with their unit and last service, so dispatch can route techs to the most urgent failures first.
Owner reporting
Installs per month, average days from deposit to startup, jobs stalled by permit or utility, plan count and renewals, and revenue per source on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for generator installation, answered.
Can it import our existing customer and unit list?
Yes. We bring in customers, addresses, unit models, serial numbers, install dates and plan status from spreadsheets or your current software, and check the import with you before switching over.
Does it connect to manufacturer remote monitoring?
Where the manufacturer offers alert emails or an integration your account can access, we route those alerts onto the unit's record. Where it does not, techs log alerts manually. We do not promise access a manufacturer does not provide.
Can installers and subcontracted electricians use it?
Yes. Field staff get logins limited to their jobs, with the sizing notes, permit status and photos required before they leave the site.
How is this different from ServiceTitan or Housecall Pro?
Those are capable products built for many trades. A custom build fits your permit sequence, plan structure and reports exactly, with no per-user fee. Our custom CRM page explains how we build and hand over ownership.
Custom CRM for generator installation. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole generator installation setup.
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