Requirements checklist
What to ask for when choosing software for uPS and power backup dealers.
A checklist built from how uPS and power backup dealers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Load survey and quotation
- Installation register
- Warranty lookup
- AMC contracts and renewals
- Service calls and technician app
- Battery replacement alerts
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the office and coordinators
- For installation technicians
- For service and AMC technicians
- For store and purchase staff
Reports to ask for
Ask to see each one with your own sample data.
- Installations in hand by site and stage
- Quotations raised, approved and lost
- AMC visits due, done and overdue
- Complaint calls by fault, site and technician
- Cable, connectors and mounts issued against each job and returned
- Devices installed by model with maker’s warranty dates
- Advances received and balance outstanding by site
Systems it may need to connect to
Note which ones you already run.
- SMS
- Card and wallet payments
- Accounting export
- Barcode or label printer
- GPS or biometric attendance for field teams
Questions for any vendor
Put these to every supplier you are comparing.
- Is it only for CCTV and security system installers?
- Can camera serial numbers be kept against each channel?
- Does it watch the cameras or hold the recording?
- How are AMC visits scheduled?
- Can complaint calls be assigned to a technician?
- Can material issued to a site be tracked?
- Does it handle advances and part payments?
- Can these numbers go into our books?
- Do we need it for two installations a month?
- Who owns the site and device data?
- How soon would the technicians use it on live sites?
- What should an installer have ready beforehand?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- The battery warranty cannot be proved
- AMCs lapse without anyone noticing
- The technician goes without the right spare
- Old customers do not return for batteries
Prefer to talk it through? See the uPS and power backup dealers page.