Requirements checklist
What to ask for when choosing software for elevator companies.
A checklist built from how elevator companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Lift register
- Preventive maintenance schedule
- Breakdown and entrapment desk
- Parts, van stock and chargeable work
- Licence and renewal calendar
- Modernisation enquiries and surveys
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the service desk
- For service technicians
- For erection supervisors
- For store and accounts staff
Reports to ask for
Ask to see each one with your own sample data.
- Lifts under contract by building and cover type
- Routine visits done against visits due, by route
- Breakdown calls by lift, with the fault found
- Spares issued by lift and by technician
- AMC renewals falling due in the coming months
- Installation jobs by stage and supervisor
- AMC and repair invoices outstanding by customer
Systems it may need to connect to
Note which ones you already run.
- SMS
- Payment links and gateway
- Accounting export
- Mobile location on the technician app
- Biometric or app attendance devices
- QR or label printer for machine tags
Questions for any vendor
Put these to every supplier you are comparing.
- Is it only for elevator companies?
- Can each lift be kept as its own record?
- How are routine service visits planned?
- What happens when a breakdown call comes in?
- Can the technician fill the checklist on a phone?
- Does it hold inspection and test papers?
- Can spares be tracked to a particular lift?
- Can AMC instalments be invoiced automatically?
- Does any of this go across to the accounts?
- Who owns the lift and customer records?
- How soon can technicians and the office run on it?
- What does a lift company prepare in advance?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Night calls reach the wrong technician
- Monthly visits cannot be proven
- Parts on non-comprehensive AMCs go unbilled
- Licence renewals are missed
Prefer to talk it through? See the elevator companies page.