Everything RMS does.

Before site

• Job AnalyzerThe forms are started before anyone is on site

  Hand it the drawings, the panel schedule or last year’s report. It reads the equipment out and pre-fills the forms.

  • Ratings filled in from a nameplate photo instead of typed off a ladder
  • Coordination-study PDFs read for devices and trip settings
  • Results reconciled against the drawing and the study afterwards, even where they spell a device differently
• Multi-device jobsA whole lineup, worked top to bottom

  Queue every breaker on the job at once, or import them from drawings or a CSV, and generate every sheet in one go.

  • Drafts sync to the cloud, so the laptop in the switchroom and the one in the truck are the same job
  • Nothing lost when a device dies mid-shift
  • Unfinished sheets wait on the dashboard, one click from where they were left
• Safety and business documentsJHA, LOTO and PTP, to the OSHA sections

  Job hazard analyses, pre-task plans and lockout procedures built to the OSHA sections that govern them, 29 CFR 1910 and 1910.147.

  • Lockout plans that name every energy source, including the stored spring energy that gets left out
  • Invoices, offer letters and daily field reports under your company’s name, never ours
  • Nothing downloads until the fields that make it mean something are filled in
• Test EquipmentEvery test set, and when it runs out

  Each instrument’s serial, when its calibration expires and who has it. Every sheet’s Equipment Used box picks from this list, so the report prints the right one.

  • Calibration dates on every set, with the ones running out flagged
  • Who has it, so a set is found before the job, not during it
  • Each report names each set by serial and calibration date

On site

• Testing formsFifteen ANSI/NETA test sheets

  Transformers, breakers, relays, cable, CTs and switchgear, each sheet carrying the ATS-2021 or MTS-2023 clause it satisfies.

  • Insulation resistance corrected to 20 °C, contact resistance in micro-ohms
  • Out as a branded PDF and as PowerDB-compatible CSV, with the tag names it expects
  • Photograph a completed paper form and the handwriting is read into the record
• Company FormsYour own sheets, kept as they are

  Upload the Excel sheets your technicians already use, one workbook per form. Each one becomes a form in RMS, filled in place.

  • The layout your crew knows, box for box
  • Check where each value goes against the sheet’s proof, fix any box by clicking it, then sign it off
  • No sheet for a device yet? Build one
• RMSConnectInstruments that talk to the sheet

  A small app for the laptop. Press Connect and it finds what is on each cable, then sends an instrument’s readings up to your sheets.

  • Tries every cable at the common speeds and says in plain English why a silent device will not talk
  • Readings land in the box you pick, converted to the sheet’s units
  • Windows, Mac and Linux, with a log of every byte sent and received
• TCC Chart BuilderSee where coordination breaks

  Plot protective devices on one log-log grid against the settings you actually tested.

  • Manufacturer curves against your tested trip points
  • Miscoordination visible before the report goes out, not after an outage
  • Goes into the report beside the test data it belongs to

After

• Report BuilderOne PDF, on your letterhead

  Pick the jobs, order the sections, and get one branded PDF with every test form, photograph and deficiency in it.

  • The letterhead and signature block come from Settings, so a report never goes out on the wrong company’s paper
  • Reviewed before it is released
  • A share link for the customer, and the PowerDB CSV beside it
• Equipment databaseEvery device, every year

  Every customer, site and job, with the full test history of every device underneath it.

  • History per device, not per report, with insulation and contact resistance trended across visits and a drifting reading flagged
  • Finalize and lock, with a trail of what changed and when
  • Import your PowerDB history, and export the whole thing whenever you want
• FindingsNothing failed is forgotten

  Every deficiency, and every item marked poor or dirty, from every sheet in one list. It stays open until a later sheet on the same device comes back clean.

  • Open, quoted, repair scheduled, repaired and awaiting retest, or declined
  • A quote reference on each one, and the sheet a click away
  • Exported for the customer whenever they ask what is still open
• Retest DueThe next visit, before anyone has to ask

  Every asset past its own cadence, worst first. Due dates come from each asset’s completed visits and the intervals you set.

  • Overdue, due soon, on cadence and not datable yet, counted for you
  • A weekly email to the owners and admins with what is coming up
  • Set an interval for each device type, or for a single asset
• Lead ScannerThe next job, found for you

  Federal, state and municipal bid boards, read every 24 hours and filtered to electrical testing in your area.

  • A short summary of each contract, so you know whether to read it before you read it
  • Track each one from new to bidding to won
  • Checked daily, not when somebody remembers