For electricians
The agreement book for electrical shops
You sell the plan on the driveway: panel and breakers, GFCI and AFCI testing, surge protection, the standby generator out back. Then the year moves on, and the reminder to actually go do it lives in a spreadsheet, or on the whiteboard, or in your head. The week gets built the same way — a whiteboard in the shop and a Sunday-night text telling everybody where to be.
Service Almanac runs the week for electrical shops — every job on the board with a time and a technician, and each technician’s day on their phone — and keeps the plan book on the same screen: every agreement tracked with its price and renewal date, every visit scheduled the day you sell the plan, every customer reminded without you having to remember to remind them.
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Plans in your words
Call them what you sell them as: Annual Safety Inspection, Generator Care, Home Protection. Your names, your prices, your visit counts. Three starter plans are set up the day you sign up, ready to rename.
Every generator on file
The standby generator lives on the property with its brand, model, serial, and where to find it, plus every visit it has ever had. The technician reads the history before they knock.
The due list builds itself
Sell a one-visit inspection plan and the visit schedules itself. Open the Due List to see who is due this month and who slipped, then email the customer in one click.
Renewals stop lapsing
Plans surface 90, 60, and 30 days before they run out, with a renewal email drafted from that customer’s real history. You read it, you send it, and next year’s visits appear when they renew.
Your book imports itself
Paste the spreadsheet in whatever shape it is. AI reads it, shows you what it found, and flags anything it was not sure about. A 100-plan book takes about 30 minutes.
The week on one board
Service calls and plan visits land on the same schedule — one day split into a column per technician, unassigned jobs where you cannot miss them. The office plans from a desk; each technician opens their phone and sees where to go, what is on site, and past notes, without calling in.
For example
A plan the way you sell it
Annual Safety Inspection · $220/yr · 1 visit
Panel and breakers, GFCI and AFCI testing, surge protection, and the standby generator out back. The generator sits on the property with its brand, model, serial, and location, and every visit it has ever had.
That is one shop’s example, not a template you have to fit. A plan here is whatever you sell: a price, visits a year, the equipment it covers, and a date it runs out.
Asked and answered
Common questions
We only have a few dozen plans. Is this worth it?
That is the size we built for: shops with roughly 2 to 8 technicians, where one person, usually the owner or the office manager, keeps the book. At that size a lapsed renewal is real money, and the book takes minutes a week to keep.
Can it handle generator service plans?
Yes. A generator plan is an agreement with visits a year and a renewal date, and the generator itself sits on the property with its brand, model, serial, and location. Multi-visit plans schedule each visit automatically.
We do mostly service calls, not plans. Does it still fit?
Yes — the everyday work runs here in full: the week on one schedule board, the day split by technician, jobs, quotes a customer can approve from a link, and invoices that go out by email. The agreement book rides on top of that, so if you sell inspection or maintenance plans — or want to start — the renewals stop slipping too.
How do I get my current list in?
Paste your spreadsheet in as it is, messy columns and all. AI structures it and shows you what it found before anything is saved. Or add customers one at a time if the book lives in a planner.
We have never used software for any of this. Is that a problem?
That is the shop it was built for. There is no old system to export from and nobody to retrain off one — you paste in the spreadsheet, or add customers as the calls come in, and start planning the week on the board instead of the whiteboard. Three starter plans are ready the day you sign up, waiting to be renamed to your Annual Safety Inspection or Generator Care.
Try it with your own book
Start your free trial. No credit card, no password, and most books are imported the same day.
14-day free trial · No credit card · Start with your email, no password