Shelby for Service Firms
Shelby manages your scheduling, dispatch, invoicing, and compliance documentation. Your technicians focus on billable work. Your office stops drowning in admin.
Your most expensive asset is a skilled generator technician billing $150 to $200 per hour. Industry data shows the average tech spends 23% of their week on non-billable administrative tasks. Phone calls, paperwork, searching for unit history, and waiting for dispatch info. That is $40K+ per tech per year in lost billing.
You have 300 units under contract. Each has its own maintenance interval. Some quarterly, some semi-annual, some annual. Tracking this in a spreadsheet or a legacy FSM that half your team does not use means services get missed, customers get frustrated, and you lose contracts.
Service is complete on Tuesday. The tech submits the work order Thursday. The office generates the invoice the following Monday. The customer receives it 8 days after the work was done. Cash flow suffers. And when they do not pay on time, nobody follows up consistently.
NFPA 110 load bank test records. EGSA maintenance logs. AHJ inspection documentation. Transfer switch test reports. Each document tied to a specific unit, a specific site, and a specific date. When the fire marshal shows up, your team scrambles to find the right paperwork.
Your senior tech knows every unit he has ever worked on. The quirks, the customer preferences, the parts that are not in the catalog. That knowledge lives in his head. When he retires or gets poached, it walks out the door.
Every call answered with a real conversation. Emergency dispatch calls at 2am on a holiday. Routine PM scheduling inquiries on a Tuesday afternoon. Shelby captures the details, alerts the right person, and confirms with the customer.
Every unit in your fleet tracked by maintenance interval. Shelby sends customer reminders before service is due, generates the work order, and queues it for dispatch. Nothing falls through the cracks.
Shelby matches the job to the right technician based on skill set, location, availability, and unit familiarity. The tech receives the full unit history, previous service notes, diagnostic intake, and parts list before arriving on site.
Invoice generated from the completed service record. Payment link included. Sent to the customer the same day the work is done. Automated follow-up at 7 days and 14 days if unpaid.
NFPA 110, EGSA, and AHJ records organized by unit, site, and date. Load bank test results, transfer switch test records, and maintenance logs. Always current. Always inspection-ready.
Every service note, customer preference, unit quirk, and parts substitution is documented and searchable. When a new tech works on a unit, they have the full history. No tribal knowledge dependency.
Post-service satisfaction check. Upcoming maintenance reminders. Contract renewal outreach. Seasonal readiness campaigns. The customer hears from you consistently without your office lifting a finger.
Calls handled, quotes sent, invoices collected, response times, technician utilization, and revenue trends. One report, delivered to your inbox on the first of every month.
Service firms typically see 25% improvement in technician utilization within 60 days of deployment.
Not a SaaS tool you have to learn. A full-service AI operations partner.
We map your systems and workflows. Find the leaks.
Less than 2 hours of your team's time. Free.
Your custom AI back office. Configured to your operation.
Typical build: 2 to 4 weeks.
Shelby runs 24/7. Monthly reports. Continuous improvement.
Measurable ROI within 30 to 60 days.
Free 30-minute audit. We show you exactly where time and revenue are leaking.
Book Your Free AuditNo contracts. No setup fees. Cancel anytime.