FAQs

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Does each user in EMAPlus (Project Manager, Technician, Admin, etc.) have their own permissions and access based on their roles?

Each user type has access only to the features required for their role. For example, a technician can access data collection but cannot create new customer profiles.

What devices are compatible with EMAPlus?

EMAPlus is built for flexibility, supporting Apple iPads and Android tablets for field service technicians and sales teams, plus full laptop/desktop access for office staff through any modern browser.

Is EMAPlus’ login secure?

EMAPlus uses two-factor authentication to enhance user profile security. Users will need an authentication app, which can be downloaded from their device’s app store.

Can I add additional users after my initial signup?

Your assigned Admin can easily add and manage licenses, and assign each license to a user in the Team Management section.

Are there any additional onboarding costs aside from the monthly subscription fee?

There are no additional onboarding costs beyond the monthly subscription fee. Users only pay for the number of licenses they choose.

How long will it take to onboard and learn EMAPlus?

Your team can be invited and onboarded in seconds. EMAPlus is designed to minimize setup time and reduce the learning curve, helping you save valuable labor hours both during onboarding and in day-to-day use.

Can user roles be adjusted after the initial account setup?

The Admin can adjust user roles at any time in the Team Management section, including after the initial account setup.

Can I change my card on file at any point?

Users can update their bank information or card on file at any time. However, a valid payment method must always be kept on file for the subscription to remain active.

Will EMAPlus cancel my subscription if my card expires?

Users will be automatically notified by email when a saved card is nearing expiration. If the payment method is not updated before the expiration date, team accounts will be placed on hold until the issue is resolved. All account data is securely retained indefinitely, allowing your team to return to service at any point, right where you left off!

Can the user upload contact files from another CRM and upload them to the EMAPlus i.e., CSV files?

EMAPlus does not support direct import of contact files (such as CSV uploads) from other CRM systems.

For electrical contractors, customer and job data must be entered manually during setup to ensure records are correctly structured and aligned with service, scheduling, and compliance workflows within the system.

Is there a calendar view that allows users to see upcoming appointments?

EMAPlus includes a calendar feature that allows all users to view upcoming jobs in a weekly view.

Can a single contact be associated with multiple service locations (for example, one contact with 80 separate locations)?

A single contact can represent a parent organization (for example, McDonald’s) and be associated with multiple locations, such as individual restaurant sites. This structure supports large accounts with many locations under one customer relationship.

Can I assign customer-specific labor rates (for example, offering preferred pricing to long-term clients)?

EMAPlus uses default labor rates set during account setup. However, within EMACalc, you can adjust rates for individual customers before building their agreement.

Will EMAPlus create the actual multi-year EMP service agreement for me?

EMAPlus automatically generates a complete, multi-year EMP service agreement for you.

Once scopes of work are assigned to assets and special rates are finalized, EMACalc builds a fully structured agreement. Each scope of work is clearly organized by its scheduled maintenance frequency, with detailed, transparent pricing, delivering a professional, client-ready document to effortlessly share from your service team.

Can I edit a completed agreement?

Saved agreements can be easily revisited and edited at any time. Your team can update scopes of work, adjust pricing, or refine details as needed, ensuring every agreement stays accurate and aligned with current project requirements.

Does EMAPlus work offline?

Unreliable to no connectivity shouldn’t slow you down. With EMAPlus, your data is always protected. Whether you're fully connected or completely offline, everything you enter is securely saved and automatically synced to the cloud once your connection is restored.

How can I share an Electrical Maintenance Report if it’s too large to send via email?

Once the report is generated, your team can either download the report as a PDF or create a secure, shareable link to send to the customer. Anyone with the link can view the document.

Can maintenance and testing results be changed or manipulated once the EMA Report is saved?

Once an EMA Report is finalized and saved, maintenance and testing results cannot be edited or altered.

If an issue is identified during testing—such as incorrect data or a technical error—a retest can be performed before the report is saved. After finalization, any updates require conducting a new test and generating a new EMA Report, ensuring the integrity and accuracy of all recorded data.

Can I assign fixed, customer-specific rates to a contact?

Each contact can have its own set of default rates. The rates established during the initial job for that contact are saved and automatically applied moving forward. Your team can still adjust these rates at any time to accommodate specific customers or long-term relationships.

Is there a limit to how many clients I can add to the CRM?

EMAPlus allows unlimited client records, so your team can add and manage as many customers as needed without restriction.

How many proposals or agreements can EMAPlus track per client?

EMAPlus supports an unlimited number of proposals and agreements per client. As budgets, priorities, and standards evolve, your team can create and manage multiple options, ensuring flexibility without any system limitations.

Can I monitor my testing team’s progress in real time?

Project Managers can view testing progress in real time as long as the data has been synced. If technicians are working without service, progress will automatically update once they reconnect and sync their data.

Can users upload attachments such as infrared (IR) images, digital images, or ultrasonic recordings?

The EMP reports generated by the proprietary EMAPlus operating system provide contractors and their clients with highly transparent data collection findings. Users can upload a wide range of files during the data collection process, including digital images, infrared (IR) images, and audio recordings from ultrasonic probes.

Does EMAPlus notify contractors when assets or programs are nearing expiration based on their assigned maintenance intervals?

EMAPlus uses smart tracking tools based on assigned maintenance intervals to help contractors stay ahead of upcoming expirations. The system continuously monitors assets and programs throughout their compliance lifecycle, providing clear visibility into what is approaching renewal and helping ensure nothing is missed while supporting recurring revenue continuity.

As NFPA standards evolve, do users need to manually update references, or does EMAPlus automatically stay current with new releases?

EMAPlus is designed to stay aligned with evolving NFPA standards without requiring manual updates from users. Our technical committee actively monitors all relevant changes and updates the system accordingly with each new release. This ensures your workflows and references remain current, helping your customers stay compliant as standards evolve.

How will technicians identify individual electrical assets in EMAPlus?

Each electrical asset in EMAPlus is identified by a unique Asset Number or TAG ID assigned by your organization. EMAPlus recommends establishing a consistent numbering system prior to testing to ensure accuracy and efficiency in the field.

For example, asset numbering may begin at Tag ID #0100, #1000, or another predefined range. TAG IDs should be clearly legible and physically sized for easy identification—typically comparable to a standard credit card (approximately 2 × 3 inches).

How do technicians document repairs or items that need replacement?

Technicians can add notes at any point during the data collection process. Notes can be entered as shared entries that appear in the final customer report, or as private, internal notes for the service team to review and address later.