Systems for Generator Installers

Streamline Your Generator Installation Workflows

Generator installers generate revenue through high ticket equipment sales and long term preventative maintenance contracts. Margin is often lost during the lengthy permitting process and the failure to capture recurring revenue after the initial commission.

InquireHow it works

Home Services

  • Site Survey Automation
  • Permit Status Updates
  • Storm Mode AI Receptionist
  • Maintenance Reactivation
  • Transfer Switch Documentation

How the business actually works

How the work flows, start to finish.

  1. 01

    Inquiry

    Homeowners or businesses request backup power solutions during peak storm seasons or grid instability.

  2. 02

    Site Survey

    Technicians assess gas line capacity, electrical panel space, and local setback requirements for placement.

  3. 03

    Load Calculation

    Engineering the right kilowatt capacity based on essential circuits or whole home needs.

  4. 04

    Permitting

    Navigating the municipal paper trail for electrical, plumbing, and zoning approvals.

  5. 05

    Installation

    Coordinating the pad pour, gas plumbing, transfer switch mounting, and unit placement.

  6. 06

    Commissioning

    Executing the startup procedure, testing the transfer, and training the owner on the controller.

  7. 07

    Maintenance

    Managing biannual oil changes, battery testing, and firmware updates via service contracts.

Where it leaks

Common problems for generator installers.

01

Permit Stagnation

Projects often sit for weeks waiting on municipal approval without the customer being informed. This lack of visibility leads to frustrated calls and a poor reputation for service speed.

02

Forgotten Service Agreements

After the install, many companies lose the high margin maintenance work to local handymen. Without automated reminders, technicians forget to pitch or renew annual service plans.

03

Inaccurate Load Quotes

If a site survey misses a large appliance, the quoted unit might be undersized for the demand. Manual data entry from the field often leads to errors in the final bill of materials.

04

Storm Surge Overload

When the grid goes down, inbound call volume spikes instantly and becomes unmanageable. Missing these calls means losing leads to competitors who answer first.

05

Gas Utility Coordination

Scheduling the gas meter upgrade requires coordination between the utility and the installer. Miscommunication results in dry runs where the technician arrives but the fuel source is not ready.

What LATTICE can build

Systems built around how you work.

Site Survey Automation

Capture photos and electrical panel data in a digital portal that instantly syncs to the load calculation sheet.

Permit Status Updates

Automated SMS alerts notify the homeowner whenever a permit is applied for, issued, or delayed by the city.

Storm Mode AI Receptionist

Deploy an AI voice agent during weather events to qualify leads and schedule surveys even when the office is closed.

Maintenance Reactivation

Automatically email and text customers six months after install to book their first oil and filter change.

Transfer Switch Documentation

Store all wiring diagrams and commissioning reports in a client portal for easy access by field technicians.

Contractor Coordination Flows

Send automated triggers to your sub-contracted plumbers or electricians when the unit is delivered and ready for hookup.

Example systems

What it looks like in practice.

Post-Storm Lead Capture

  1. 1Grid outage triggers high volume of inbound inquiries
  2. 2AI receptionist screens for fuel type and home size
  3. 3Qualified leads are sent a site survey scheduling link
  4. 4Estimator receives a notification with site photos attached

Permit Pipeline Management

  1. 1Project status moves to 'Permit Pending' in the CRM
  2. 2Weekly automated email update sent to the homeowner
  3. 3Internal reminder set for coordinator to call the building department
  4. 4Status updates to 'Permit Issued' and triggers scheduling

Annual Service Renewal

  1. 1System identifies units approaching one year since startup
  2. 2SMS sent with a link to pay for the annual service plan
  3. 3Payment triggers a ticket for the dispatcher to schedule the visit
  4. 4Technician receives the service history on their mobile device

Have a different problem?

Tell us what's slowing the business down. LATTICE can build around the way your business operates.

Inquire

Questions from generator installers

How does this help during a major power outage?

During outages, your phone will ring incessantly. The system uses AI to answer every call, categorize the urgency, and collect lead data so you can focus on existing customers while still capturing new sales opportunities.

Can we track the progress of different municipal permits?

Yes. The dashboard allows you to segment jobs by their permit status, showing exactly which ones are stuck at the city level and which are ready for the gas company or final inspection.

Does this handle the service side of the business?

It is designed to maximize your recurring revenue. It tracks the installation date and automatically initiates follow up sequences for oil changes, battery replacements, and valve adjustments.

Can my technicians upload photos from the field?

Technicians use a mobile portal to upload photos of the gas meter, electrical panel, and proposed pad location. This data is instantly available to your estimators back in the office.

Will this help with financing follow ups?

Since generators are high ticket items, many customers need financing. The system can send automated reminders to clients who have been sent a financing application but haven't completed it yet.

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