Electrical contractor software for maintenance, testing and inspection contracts

Electrical contractor software that keeps every switchboard, breaker, transformer, UPS and lighting circuit on its client's record, puts each test and survey on its cycle, and sends a signed report with the readings after every visit.

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Updated 15 Oct 2026

FieldEx scheduling board on desktop with a technician's inspection checklist open on the mobile app, as used by electrical contractors

FieldEx is field service management and maintenance management (CMMS) in one system for electrical maintenance and service contractors. It records each client's switchboards, panelboards, breakers, transformers, uninterruptible power supply (UPS) systems and lighting as assets, schedules inspections, thermography and periodic testing by condition and interval, captures test readings on site, turns defects into repair jobs and sends the client a signed report.

What FieldEx does for electrical maintenance contractors

Electrical maintenance work is judged on two things: whether the equipment was tested when its interval said so, and whether the readings and defects are on paper when someone asks. FieldEx keeps both on the asset, from the first survey to the last remedial job, across every client you service. Book a demo to see it with your own equipment lists, or read our guide to field service management software.

Every board, breaker and circuit on record

A site record for each client location, with its address, map pin, contacts, service zone and the equipment, jobs and plans that belong to it.
An asset record for each switchboard, panelboard, busway, transformer, breaker, UPS, generator and distribution board, with ratings, serial numbers, photos, warranty details and attached single-line drawings, in asset management.
Parent and component levels, so a switchboard keeps its breakers and protective devices under it, each with its own history.
A status per asset type, such as in service, isolated or awaiting repair, and a change history showing who edited what and when.

Maintenance cycles set by condition and interval

Asset maintenance plans and site maintenance plans that create the visits automatically, with a different checklist and technician for the annual survey and the five-yearly test.
Intervals by day, week, month or year, including quarterly and every 3 years, on a fixed calendar or counted from the last completed visit. Fixed calendar dates apply to time-based plans.
Plans that pick up newly installed equipment matching their criteria, and reschedule missed visits after a set overdue period, in preventive maintenance.
Running-hour or cycle meters on equipment such as UPS units and generators, with plans that trigger on the meter, the calendar or whichever comes first.

Tests, surveys and certificates

Recurring inspections per equipment type, from weekly to annual, each linked to its own checklist.
Certifications on standard or custom frequencies, such as a 5-year condition report or a 2-year relay test, with the certifying body recorded and the report attached.
Due, overdue and completed status, with reminders by email, in-app notification or both, through compliance documentation.
A dashboard of overdue tests, those due in the next 7 days and those completed in the last 7 days, filtered by equipment type, group or service zone.

Readings, defects and remedial work

Number fields on the job for readings such as insulation resistance, earth loop impedance, load currents and temperature rise, entered as exact values against the asset.
Thermal images, test sheets and photos attached to the job, with camera photos watermarked and annotated.
A failed checklist answer creating the remedial job and its tasks straight away, and booking a retest.
Jobs and tasks with an order to follow, such as isolate, test, restore, with tasks that must be finished before the job can close, in work order management.

Qualified people on every job

Automatic assignment by skill, availability, shift, leave, service zone and live location, with a drag-and-drop scheduler for exceptions, in scheduling and dispatch.
High-voltage, testing and inspection jobs that can require their matching skill, so they only reach the people who hold it.
Notifications to the technician each time a job is assigned or rescheduled.

On the electrician's phone

Each job on the FieldEx mobile app with the asset's history, its checklist, the readings to enter and the parts in the technician's own stock.
Scan a board's QR label to open its record and start its inspection, then capture photos and the client's signature.
Jobs downloaded before the visit, worked without a signal in switchrooms and substations, and uploaded when the connection returns.
Spare parts used on the job recorded from the technician's own stock, with reorder alerts per stock location, in spare parts inventory.

Reports and contracts for every client

A completion PDF for each visit with the equipment, fault, work done and resolution, parts with quantities and prices, check-in and check-out times, attachments and the client's signature.
Maintenance contracts with start and end dates, linked to the assets and plans they cover.
Clients seeing their equipment with last-serviced dates and upcoming asset maintenance in a branded customer portal.
Reports by client, site, equipment type or defect, exported as CSV, Excel or PDF or emailed on a schedule, in reporting and analytics.

How often should switchboards and panelboards be maintained under NFPA 70B?

It depends on the equipment's condition. Eaton's white paper on the 2023 edition of NFPA 70B, reproducing Table 9.2.2, sets visual inspection, cleaning, lubrication, mechanical inspection and electrical testing of panelboards and switchboards every 60 months for equipment in Condition 1, every 36 months in Condition 2 and every 12 months in Condition 3. HVM's chart of the same table gives busways the same 60, 36 and 12-month pattern for cleaning, lubrication and electrical testing. The Electrical Safety Foundation International (ESFI) notes that the 2023 edition turned NFPA 70B from a recommended practice into a standard.

So the interval belongs to each board's condition rating, and it changes when the rating does.

What FieldEx does about it

Condition on the asset: each board's condition can be recorded as its status, set from the inspection result, so the board's current rating is always on its record.
Plans per condition: boards in each condition sit on their own maintenance plan, at 12, 36 or 60 months, and plans can move boards automatically when their status changes.
Five tasks, one visit: visual inspection, cleaning, lubrication, mechanical inspection and electrical testing run as ordered tasks on the same job.
Busways and boards together: busway runs can be their own assets under the switchboard they feed, on the same cycle.

Is an electrical maintenance program now mandatory under NFPA 70B?

Yes, where NFPA 70B is adopted or required. Eaton's white paper on the 2023 edition says NFPA 70B, now a standard, moves from recommendations to mandatory language on developing, implementing and running an electrical maintenance program (EMP). ESFI puts it in the same terms: the new requirements cover what must be done to maintain electrical equipment. In practice, an EMP means an equipment list, a condition assessment, a maintenance interval for each item and records that show the work was done.

What FieldEx does about it

The equipment list: every piece of equipment covered by the program is an asset under its site, filterable by type, status and zone.
Intervals written into plans: each item's maintenance and testing interval lives in its plan, with its last and next dates visible.
Records the program can point to: each visit's checklist, readings, photos and technician stay on the asset, ready for a client's or insurer's review.
Gaps shown early: the dashboard lists overdue items across every client before the program audit does.

How often should infrared thermography be carried out on electrical equipment?

NFPA 70B (2023), Table 9.2.2, as charted by HVM, sets infrared thermography for all equipment every 12 months in Condition 1 and 2, and every 6 months in Condition 3. FM's Property Loss Prevention Data Sheet 5-19 on switchgear and circuit breakers, written for insurance loss prevention, asks for thermographic surveys of switchgear and circuit breakers of any size every 1 to 3 years.

A survey is only as useful as its follow-up: every hot spot needs a record of the reading, the location and the repair.

What FieldEx does about it

A yearly or six-monthly survey: thermography runs as a recurring inspection per equipment type, every 12 or every 6 months.
Temperature rise as a number: the hot spot's temperature and the reference reading are entered as number fields against the board or breaker.
The image attached: the thermal image and the survey report are attached to the job and shown on its completion PDF.
Hot spots become jobs: a fail on the survey checklist raises the remedial job, with a retest booked after the repair.

How often should switchgear and circuit breakers be serviced and tested?

FM Data Sheet 5-19 sets the insurer's view: mechanically exercise, inspect, service, lubricate and test all critical circuit breakers every 3 to 5 years. It adds a yearly test for SF6 gas leaks in each switchgear compartment, and online partial discharge surveys every 1 to 3 years for gear rated 4 kV and above. Under NFPA 70B, as reproduced by Eaton, switchboard electrical testing falls every 60, 36 or 12 months depending on condition.

On a site with dozens of breakers, the critical ones need to be marked, so the 3-to-5-year cycle isn't spread across equipment that doesn't need it.

What FieldEx does about it

Critical breakers flagged: breakers can be grouped by category, such as critical or standard, and only the critical ones added to the 3-to-5-year plan.
SF6 checks each year: each gas-insulated compartment carries its own annual inspection with the leak test result recorded.
Partial discharge on its own cycle: the partial discharge survey runs as a separate recurring record for medium-voltage gear.
Breaker history: every exercise, test, trip and repair stays on the breaker's record, with its parent switchboard.

Is electrical maintenance a legal requirement in the UK?

Maintenance is; a fixed testing routine isn't. Regulation 4(2) of the Electricity at Work Regulations 1989 says that, as may be necessary to prevent danger, all systems must be maintained so as to prevent danger so far as is reasonably practicable. The Institution of Engineering and Technology (IET) factsheet on in-service inspection and testing makes the distinction clear: inspection and testing are not a specific legal requirement in themselves, but they are how most duty holders show they have met regulation 4(2).

For a contractor, that means the client's legal position rests on your maintenance records.

What FieldEx does about it

A record of every system maintained: each board, circuit and piece of equipment carries its plan, its completed visits and its open defects.
Proof of what was done: each visit records the technician, the check-in and check-out times, the checklist results and the readings.
Defects closed and shown closed: every defect raises a job, and the job's completion shows when it was fixed and by whom.

What maintenance and test records should an electrical contractor keep?

The UK Health and Safety Executive (HSE) memorandum of guidance on the Electricity at Work Regulations, HSR25, says that keeping records is not a legal requirement, but that maintenance records, including test results, are best kept for the working life of the system, because they help show compliance and track equipment condition. The IET's factsheet lists what the record-keeping system should include: an equipment register, formal inspection and test records, equipment labelling, a faulty equipment register, a repair register and records for the test instruments themselves.

What FieldEx does about it

The equipment register: every asset with its identifiers, ratings, location and status, exportable as CSV, Excel or PDF.
Labels on every item: QR or barcode labels printed for each asset in the format and layout you choose.
Faults and repairs in one history: every fault and repair job stays on the asset, so the faulty equipment register and the repair register come from the same records.
Test instruments tracked too: your own testers and meters can be assets with their calibration due dates as certifications, and the certificate attached.

How often does a fixed installation need an EICR, and is every socket tested?

Electrical Safety First's Best Practice Guide 10 for the private rented sector says the fixed electrical installation should be inspected and tested at least every 5 years, or sooner if the inspector decides it's needed. Its Best Practice Guide 4 notes that BS 7671 regulation 135.1 recommends periodic inspection and testing for every electrical installation. The Electrical Installation Condition Report (EICR) doesn't test every accessory: it should cover as much of the installation as possible and at least a representative sample. For a typical home, Electrical Safety First advises a minimum of two light fittings and two switches per lighting circuit, and two socket-outlets per circuit, with more inspected if the first sample shows defects.

What FieldEx does about it

A five-year certification per installation: each installation's EICR runs as a recurring certification with its due date, reminders and the report attached.
Shorter intervals when advised: where the inspector sets a shorter interval, the certification's frequency is changed on that installation only.
Circuits as components: circuits can be recorded under their distribution board, so the sample inspected on each visit is clear.
More tests when defects show: a failed sample answer can create a follow-up inspection for the wider check.

What do C1, C2 and C3 classification codes mean on a condition report?

Electrical Safety First's Best Practice Guide 4 explains the codes. C1 means danger is present, and the client must be told immediately. C2 is for items that are potentially dangerous. C3 is for items that are neither dangerous nor potentially dangerous but where improvement is recommended, and they are listed in the inspection or test results schedule. Its Best Practice Guide 10 adds that when a C1 condition is found in a rented home, the inspector should tell the tenant, landlord or agent straight away.

What FieldEx does about it

A code per finding: the inspection checklist can record each observation's classification as a single-select answer.
C1 and C2 raise jobs: answers coded C1 or C2 create the remedial job straight away, and a C1 can notify the client and your supervisor at once.
C3s kept for the next quote: improvement items stay on the asset, ready to include in the client's next proposal.
Codes reported: reports group findings by code, client and site, so open dangerous items are never hidden in a PDF.

How often should portable appliances be inspected and tested?

HSE's leaflet INDG236 on maintaining portable electrical equipment says the law requires equipment that can cause danger to be maintained, but doesn't say how or how often. It suggests first visual inspections at intervals between 6 months and 4 years, depending on the type of equipment. HSE's portable appliance testing (PAT) FAQ is direct: the law doesn't make testing a legal requirement, and doesn't require it to be done every year.

What FieldEx does about it

Frequencies by appliance type: inspections are set per asset type, so a site's kettles and its office printers follow different cycles.
Appliances in bulk: appliances can be uploaded in bulk and grouped under the client's site.
Pass, fail and retest: each appliance's result is stored on its record, and a fail raises the repair or replacement job.

How often should RCDs be tested?

Electrical Safety First says all fixed and socket residual current devices (RCDs) should be tested about every 6 months, by holding down the test button and checking that the supply switches off. Its landlords' guide, published by the States of Guernsey, repeats the rule: fixed RCDs should be tested at least every 6 months using the button marked "T" or "Test".

Those are user checks, but on a maintained site they are often bundled into the contractor's six-monthly visit.

What FieldEx does about it

A six-monthly RCD round: each board's RCD test runs as a recurring six-monthly inspection with its own checklist.
Trip times recorded: where the RCD is tested with an instrument, the trip time is entered as a number field.
Failed devices replaced: a failed test raises the replacement job, with the new device's details added to the board.

How often must lockout/tagout procedures be inspected?

At least once a year. The US Occupational Safety and Health Administration (OSHA) rule 29 CFR 1910.147(c)(6)(i) requires the employer to inspect each energy control procedure at least annually, to make sure the procedure and the standard are being followed. Paragraph (c)(6)(ii) says the certification of that inspection must identify the machine or equipment, the date of the inspection and the employees included. OSHA's lockout/tagout eTool repeats the annual rule.

What FieldEx does about it

An annual inspection per procedure: each energy control procedure can be its own recurring inspection on the equipment it covers.
The certification details captured: the inspection records the equipment, the date, the technician who did it and remarks naming the employees included.
Isolation steps enforced on the job: isolation tasks can be required before the rest of the job can be closed.

How often must short-circuit, coordination and arc flash studies be updated?

Every 5 years at most. Eaton's white paper on the 2023 edition of NFPA 70B says chapter 6 sets mandatory intervals for studies that must not exceed 5 years, including short-circuit studies (section 6.3), coordination studies (section 6.4) and incident energy analyses (section 6.7).

These are engineering studies, not maintenance visits, but they sit on the same equipment and change the labels on it.

What FieldEx does about it

Studies as certifications: each site's short-circuit, coordination and incident energy studies run as five-year certifications with the study report attached.
Reminders ahead of the update: they go out before each study is due.
Labels updated with the study: a relabelling job can follow each new study, with the new label photographed on every board.

Customer story

AlanDick, a radio frequency (RF) and telecom infrastructure services company in Brunei, sends up to 26 people a day to onshore and offshore sites with FieldEx. Its story describes jobs assigned by skill, availability and proximity, tool inspections and procedure audits scheduled with reminders, staff certification renewals tracked, and clients following service progress in the portal.

Read the AlanDick story

Sime Industrial supplies, services and rents heavy equipment to the construction, mining and energy sectors, and runs its field service team on FieldEx. Before the switch, planners tracked jobs and mileage claims across Excel and WhatsApp. Its story describes one place for job updates, statuses and time logs, live technician locations beside task progress, and management reports that now take a few clicks.

Read the Sime Industrial story

Questions electrical service contractors ask about FieldEx

What is the best electrical contractor software for maintenance and testing work?

For service and maintenance contracts, the software has to hold every client's equipment, schedule each test and survey on its interval, capture readings on site and send a signed report. FieldEx does all of this in one system, with field service and maintenance management sharing the same asset records. See our guide to CMMS software.

Can technicians enter insulation resistance and other test readings on site?

Yes. Number fields on the job capture readings as exact values, recorded against the board or circuit tested and shown on the completion report.

Can FieldEx schedule maintenance by equipment condition?

Yes. Each asset's condition can be its status, and plans for each condition can pick up or drop equipment automatically when its status changes.

Can a failed test create the remedial job automatically?

Yes. A failed checklist answer can create the remedial job and its tasks, notify the people you choose and book a retest.

Can we track 5-year EICRs and 2-year relay tests for every client?

Yes. Long cycles run as certifications with standard or custom frequencies, due and overdue status, reminders and the report attached.

Can FieldEx send high-voltage jobs only to authorised engineers?

Yes. Each job type can require a matching skill, and assignment rules only offer the job to technicians who hold it.

Can our clients see their equipment and test reports?

Yes. The branded customer portal shows each client its registered equipment, last-serviced dates, upcoming asset maintenance and downloadable job reports.

Can we track the calibration of our own test instruments?

Yes. Your testers and meters can be assets with their calibration due dates as certifications and the calibration certificates attached.

Can electricians work in switchrooms and substations without a signal?

Yes. Jobs and tasks can be downloaded and worked offline, with check-in, check-out and travel synced later.

How long does it take to get FieldEx running for an electrical contractor?

Once we know your requirements and your data is ready, FieldEx can be implemented in as little as a week with standard features for small businesses. Larger setups and custom work take longer. Setup, data upload and training are included in the subscription, with no setup fee. Client sites and equipment can be uploaded. FieldEx helps with setup, and training is included. See FieldEx implementation.

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