Monthly Visits That Don't Slip: Elevator Service Software
Callbacks fill the day, and a car's monthly PM (maintenance visit) slips. Procured repeats each car's PM every month. Each callback goes on the building's next bill.
Every Car Seen Monthly, Every Callback Billed
Your money comes mostly from upkeep contracts. So the schedule comes first, car by car.
Contract Upkeep Visits That Repeat Per Car
A property manager has 9 cars in 4 buildings under contract. Miss their PMs, and you may lose the contract at renewal. Give each car a monthly repeating visit, so every PM stays on the calendar.
- Set a monthly visit per car → PMs repeat without rebooking
- Name visits by building and car → 'Building B, car 2' is clear
- Give each mechanic the same group of units → owners see a regular face
- Drag a PM when a callback fills the day → it still gets done
- Block a modernization as a multi-day job → mechanic and helper stay booked
- View mechanics side by side → balance units across the team
- Move Harbor Tower's PM to Friday by voice → confirm and it's set
Stuck Passenger? See Who Can Get There First
A passenger is stuck in car 1 at a medical office. On the Team plan, check the map for the mechanic nearest that office and send them. They tap On My Way, and you call the building.
- Check the live map → the nearest mechanic takes the entrapment
- Create the callback from the office → the mechanic gets notified
- Have the mechanic tap arrived → the office tells the manager help is there
- Log cause and fix on each callback → patterns show on that car
- Chat from the office → parts questions answered in the machine room
- Bill after-hours time as its own line → overtime callbacks get paid
Contract Invoices That Catch Every Callback
The Saturday callback is the one that never gets billed. Start each building's invoice from its saved contract price. Add the callback as its own line and email it.
- Keep each building's contract price in the price book → no retyping
- Add overtime callbacks as lines → nothing slips past the month
- Invoice a repair the day it's done → it doesn't wait for month-end
- Email the invoice to the management company → they pay online
- Record a check from the management office → the balance updates
- Look over unpaid invoices → see which buildings are late
What the Last Mechanic Did to That Car
A third callback for the same car's door operator points to a deeper problem. Each visit's notes, parts and photos stay on file. So the mechanic reads the last fix before opening the controller.
- Photo the controller and fault display → the office sees the problem
- Note the parts used each visit → know what you've replaced
- Log time on site per car → contract hours stay honest
- Have the building manager sign when you finish → the PM is on record
- Work offline in a hoistway or machine room → it syncs later
- Reopen a job when the fix doesn't hold → one record, not two
- Read past visits before you ride the car → no guessing
Quote the Fix After an Inspector's Write-Up
After the yearly test, the inspector cites worn door gibs (door guides) and a dead pit light. Send one quote with a line and a photo per violation, and the accepted quote becomes the correction job.
- List each violation as a quote line → the owner sees every fix
- Attach photos of each cited item → approval moves without a site visit
- Offer repair or modernization options → the owner picks the path
- See when the owner opens the quote → follow up before the deadline
- Save door operators and pump parts in your price book → prices stay right
- Turn the accepted quote into a job → schedule the correction
- Collect a deposit on modernization quotes → it covers the new controller
Numbers on Every Building and Mechanic
You need to know which buildings pay, which cars eat callbacks and where mechanic hours go. Business reports and profit and loss give you the numbers, and timesheets show the hours.
- Sign off on each mechanic's week → callback overtime gets checked
- Review expenses by job → a modernization's real cost is clear
- See revenue in the reports → know which contracts carry you
- Check profit and loss → decide when to hire a helper
- Sync contract payments to your accounting program → your bookkeeper sees each building
- Open the same data on a laptop → no calling the field
Try It Free for 14 Days
Use elevator service software free for 14 days and start booking jobs and sending invoices from day one.
Fair Terms for a Three-Mechanic Elevator Shop
A small lift shop doesn't need a system built for big companies. It needs a price that fits three mechanics.
Which Lift Shops Procured Fits Best
Procured fits small shops and stair lift companies with a few mechanics. If you need code filings or license tracking, you need more.
| Procured Is For | Procured Is Not For |
|---|---|
| You service 20-200 units with 2-8 mechanics | You need each car's code-required upkeep plan (MCP) kept in the app |
| Most revenue comes from monthly maintenance contracts | You want contract invoices to go out on a set date without you |
| You install and service stair lifts and wheelchair lifts | You file inspection results through state or city portals |
| Entrapments and callbacks need the nearest mechanic | You track Certified Elevator Technician (CET) cards by state |
| You quote violation fixes and small modernizations | You need progress billing on a large modernization |
| Building managers want the fault photo before they approve | You want fault codes sent straight from controllers to the app |
| You're outgrowing paper tickets and spreadsheets | You run a branch of a big elevator maker, with union payroll |
What Is Elevator Service Software?
Elevator service software is a lift contractor's app for booking PMs, sending callbacks, logging work and billing. For a small shop, that means monthly PMs set per car. You send entrapment calls to the closest mechanic, and code fixes get quoted with photos. Procured runs the service work, but it doesn't file code reports.
Common Questions
What's the difference between elevator management software and what Procured does?
Does each car get its own record, or only the building?
Does elevator maintenance software work for stair lift companies?
How do mechanics use Procured on the job?
Should I pick elevator service software or a CRM (customer records) tool?
Some buildings pay 4 times a year. Can PM visits still be monthly?
What if a management company wants one bill for 12 buildings?
An owner sits on a violation quote near the deadline. What do I do?
How do I keep track of yearly and five-year tests?
Can property managers send service requests?
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