A generator maintenance checklist for each service level
Oil and filters, coolant, belts and hoses, battery voltage, block heater, transfer switch exercise, run hours, photos, signature. Build one per service level and mark the fields a tech can't skip. Checklists come with Pro and Business.
Load bank testing reports, signed and filed
Record load steps, duration, voltage, frequency and temperature readings in a checklist. The finished test becomes a signed PDF in the client's portal. Clevra doesn't connect to the load bank; your tech enters the readings.
Commercial and standby generator maintenance on a schedule
Set recurring visits per site: every 90 days, every 180 days, or monthly for a hospital. Book the annual load bank test on its due date. Clients get a booking confirmation and a day-before reminder.
Generator maintenance contracts without a spreadsheet
Attach the signed contract PDF to the client, set the visit series, and see on the calendar which sites are due. Clevra doesn't have a contracts or memberships module; the recurring visits and the attached contract do the job.
Estimate the repair the inspection found
Bad battery, leaking block heater, worn transfer switch contacts? Send the estimate from your price book before you leave.
Once the client approves online with a typed name and an optional drawn signature, the estimate becomes the job, so nothing gets typed twice.
Invoice every visit and get paid by card
Work done. Hit "Generate Invoice" on the job and its line items carry over. Email it to the client; on Pro and up, clients who opt in to texts also get a heads-up by SMS. Job costing shows what each contract earns after labour, parts and expenses.
Clients pay by card from the link in the invoice. Paid by cheque or cash? Record it on the invoice by hand. Turn on automatic overdue reminders on Pro and up.
Generator maintenance software for Canadian companies
Clevra works the same way for Canadian companies as for US ones: requests, estimates, checklists, invoices and payments. Tax classes handle GST, HST and PST. Online card payments currently run in US dollars.
Priced per company, not per tech
Generator maintenance software priced for one tech or a fleet:
- Free, $0 forever: 1 seat. Solo generator tech.
- Pro, $39/mo: up to 5 seats. Small generator service company.
- Business, $79/mo: up to 15 seats. Multi-truck commercial service company.
- Custom, talk to us: unlimited seats. Established power systems operations.
Pro and Business prices are per month, billed annually ($49 and $99 billed monthly). No per-user fees. No setup fees. Payments processed via Stripe at standard card rates.
Last updated: October 2026
