Can a PM contract generate its own work orders?

Yes. Scheduled services on a service contract create the work orders when they come due, and they appear on the dispatch board like any other job.

Can I bill contracts automatically?

Yes. Contracts carry a billing frequency and payment terms, and recurring invoices go out on that schedule. Online payment and QuickBooks or Xero sync are included.

Can I build my own inspection checklists?

Yes. Inspection templates have sections and items of several types, can be specific to an equipment type, and are versioned so old reports still match the form they were filled on.

Does it handle customers with many sites?

Yes. Customers have multiple locations and contacts, and equipment is tied to a location, so a dispatcher sees which site and which unit the call is about.

How does the free trial work?

Pick a plan, add a card, and use everything for 14 days at no charge. We remind you 7, 3 and 1 days before the trial ends, and you can change plans or cancel from Billing before the first charge.

Service management software for generator dealers and service companies

Generator work is contracts, inspections and the call at 2 a.m. ShopWorx keeps every unit’s hours and history, bills the preventive-maintenance agreements on schedule, puts the inspection checklist on the tech’s phone, and gets the emergency call onto the board the moment it comes in.

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14 days free, card on file, nothing charged during the trial
Free migration help
Cancel anytime

Sound familiar?

These are the problems this page exists to fix.

PM agreements tracked in a spreadsheet, with visits missed and renewals forgotten
Inspection reports on paper that never make it back to the customer file
Emergency calls dispatched by phone with no record of who went or what they found
Units with no hour history, so nobody knows what is due or what was done
Contract billing that depends on someone remembering to send the invoice

A day in the shop with ShopWorx

1
Sell the agreement
Set up a service contract: preventive maintenance, full service, hours-based or emergency response, billed monthly, quarterly or annually, with auto-renew.
2
Let it schedule itself
Scheduled services on the contract generate the work orders when they fall due, so the dispatch board already has the PM visit on it.
3
Inspect and document
Techs run the inspection template on the mobile app: pass/fail items, readings, photos and a signature. Findings turn into an estimate for repairs.
4
Bill and renew
Contract billing goes out on its schedule; repairs are invoiced from the work order. The portal shows the customer every unit, visit and invoice.

What you get

Service contracts that run themselves

Contract types for preventive maintenance, full service, hours-based, prepaid, emergency response and more. Billing frequency, payment terms, auto-renewal, and scheduled services that create their own work orders.

Inspection templates

Build checklists per equipment type with pass/fail, numeric ranges, selections and text, capture photos and signatures, and create estimates directly from the results.

Hour meters and service history

Every generator carries its make, model, serial, current hours and components, with every visit, reading and part on its history.

Emergency dispatch

Emergency and urgent priorities, a live dispatch board with conflict detection, technician availability and route optimization to get the closest tech moving.

Recurring and contract invoicing

Recurring invoices on any cadence, statements, AR aging and online card or ACH payment. Syncs with QuickBooks Online and Xero.

Customer portal

Customers see their units, service history, upcoming visits, estimates to approve and invoices to pay, and can submit a service request themselves.

Parts and filters

Inventory with reorder points, cross-references to equivalent filters and belts, purchase orders, and the stock on each service truck.

Warranty tracking

Predictive maintenance

Health scores, risk levels and failure predictions on the equipment you service, with a dashboard of what needs attention first.

Questions shops ask us

Can a PM contract generate its own work orders?: Yes. Scheduled services on a service contract create the work orders when they come due, and they appear on the dispatch board like any other job.
Can I bill contracts automatically?: Yes. Contracts carry a billing frequency and payment terms, and recurring invoices go out on that schedule. Online payment and QuickBooks or Xero sync are included.
Can I build my own inspection checklists?: Yes. Inspection templates have sections and items of several types, can be specific to an equipment type, and are versioned so old reports still match the form they were filled on.
Does it handle customers with many sites?: Yes. Customers have multiple locations and contacts, and equipment is tied to a location, so a dispatcher sees which site and which unit the call is about.
How does the free trial work?: Pick a plan, add a card, and use everything for 14 days at no charge. We remind you 7, 3 and 1 days before the trial ends, and you can change plans or cancel from Billing before the first charge.

Run the shop from one place

Start a 14-day free trial. Your card isn't charged until it ends, and we remind you before it does.

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