A practical visit checklist your technician can fill on site during preventive maintenance. Sections for visual checks, doors, cabin, machine room, safety gear, and test runs.
Clear evidence of which items were inspected, easy to share with the building manager.
A single intake form for fault notifications coming in by phone, WhatsApp, or on site. Fields for priority, assignment, on-site findings, and closure.
Intake, response, and closure live in one record — who did what when is visible.
A printer-friendly service report template you can leave on site or email to the customer. Sections fit maintenance, fault response, inspection, and part replacement.
A standard proof-of-visit document after every job — fewer disputes, less recall risk.
An Excel tracker that puts contract start/end, cycle, fee, next visit, and renewal alerts in one view. Highlights renewals due within 60 days using a built-in formula.
You stop missing contract expiries and renewal windows — fewer lost-revenue events.
A printer-friendly proposal template usable for preventive maintenance, fault response, or part replacement quotes. Scope, line items, VAT, payment terms, and validity sections.
A standard proposal skeleton — every sales rep writes the same scope in the same layout.
A 10-question self-assessment scoring how mature your ops are around maintenance planning, fault tracking, contract renewal, customer history, and technician data flow.
A practical starting point for deciding which process to digitize first.
A preparation form for the annual periodic inspection application — gathers building, elevator, maintenance history, and prior inspection data in one place. This is not an official municipality or inspection-body form.
When application time comes, you have one prepared file instead of scattered information.