Software for electrical installation and electrical service companies

Access to some sites requires a licence. ServisBook schedules by qualification, so a wrong assignment is caught in the office.

Switchboards, connections, repairs and refurbishments. Different licences, jobs of different lengths and customers who set narrow operating windows.

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Scheduling by licence

You name qualifications exactly the way you need to tell them apart: electrical up to 1000 V, high voltage, inspections, forklift. The filter returns only technicians who have all the required ones. The appointment offer uses the same filter.

  • The filter combines skills, so it finds one technician for the whole job.
  • Deactivating a skill does not erase history, it just stops offering it.
  • The filtered board shows only the relevant part of the team.

Schematic preview: Free capacity only among qualified people.

Operating windows and shutdowns

Work that can only be done at the weekend or in a specific week is offered with a limited period. The customer sees only days within their operating window.

  • You set the offer period, free slots are calculated only within it.
  • A multi-day shutdown is offered as one continuous block.
  • A switch excludes blocks over the weekend if the customer does not allow them.

Schematic preview: An offer limited to the customer's operating window.

Proof of what was done

Every job has a work report in the order, can have attachments and keeps a log of changes. If a complaint comes later, the course of the job can be shown from the order.

  • The automatic history captures rescheduled appointments and assignment changes too.
  • Attachments keep reports, diagrams and measurements as PDF.

Schematic preview: What happened, who did it and when.

A model week at an electrical service company

Eight electricians, three of them certified inspection technicians. Jobs range from small repairs in homes to replacing a switchboard at a production site.

Monday: who may do which job

Each electrician has skills assigned the way the company named them: electrical up to 1000 V, high voltage, inspections, work at height. When searching for free capacity you tick the required skills and the result contains only people who have all of them.

Tuesday: switchboard replacement only during a shutdown

The switchboard in production can only be replaced during a shutdown the operator announced for two specific weeks. The dispatcher creates an appointment offer limited to that period. The customer picks one, and the days not chosen are released again once the offer closes.

Wednesday: inspection in the common areas of a building

The inspection needs an inspection technician and a helper. Both are assigned to one appointment and the board shows they are busy that day. Nobody schedules anything else for them in the meantime.

Thursday: handover with a report

After the installation is finished, the office generates a handover report PDF from the order: parties with company and VAT numbers, reported tasks, the completed checklist and signature lines. The finalised PDF no longer changes, even if the order is edited later.

Friday: a certificate expires

One technician's certificate expires. Until it is renewed, the administrator removes the inspection skill. The history of earlier orders stays, the filter just stops offering them for inspections.

What electricians consider before adopting it

Jobs take anything from an hour to several weeks

A single-day assignment has a from–to time, a multi-day one is a single continuous bar. Both are scheduled against the same team capacity, so a short job does not overlap an ongoing installation.

The customer wants paper, not an app

The handover report is a PDF you print or send by e-mail. The customer installs nothing and a link is enough for their appointments.

We write inspection reports in another program

Then keep them there. ServisBook does not write inspection reports; it plans who does the inspection and when, and tracks when the next one is due. You attach the finished report to the order.

Questions

Frequently asked questions

Does ServisBook track licence validity?

You assign or remove a person's skill in Settings. When someone's licence expires, you remove the skill and the system stops offering them immediately.

Can we offer only a specific week?

Yes. You set the offer period yourself, and no slot is offered outside it.

How does it work for jobs measured in hours?

A single-day assignment can have an exact from–to time, so several short jobs fit into one day.

Can ServisBook create a handover report?

Yes, once you turn on the Handover reports module. A template produces a draft filled with data from the order. After review you finalise it, which freezes the PDF.

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