Practical PDF and Excel templates for maintenance, fault tracking, service reports, contract renewals, and quoting — free to download.
Start with Excel; switch to LiftGrid when you are ready to run everything from one dashboard.
Download a few directly, or fill out a short form for the full pack. After submitting, the pack link is shown on screen and emailed to you.
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.
We will email the pack to you and you can also download it from this page.
These templates work well for small teams. As your visit volume, technicians, and customer portfolio grow, Excel + WhatsApp tracking starts to break. LiftGrid keeps maintenance, faults, work orders, technicians, and customer history in one dashboard.
Yes. Some are direct downloads; the full pack is sent after a short form.
Yes — both .xlsx files and printer-friendly PDFs are included.
No. These resources are for general operational tracking and process examples. They are not a substitute for official regulations, standards, audit obligations, or qualified expert opinion.
Elevator service and maintenance companies, building managers, and facility teams running periodic maintenance.
A single dashboard and mobile app for maintenance planning, fault and work-order tracking, dispatch, contract renewals, service history, and reporting.
No. The 14-day trial does not require a credit card.
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We deliver via email today; you can forward the link to your team via WhatsApp from there.