Set up a Maintenance Contract once. LiftAuth plans every visit for the whole term and creates each Job with the Technician and time already filled in.
A Maintenance Contract is the servicing agreement you hold with a building. It says which elevators you service, how often, who does the work, how the building is billed and when the agreement ends.
From the contract, LiftAuth works out every visit for the whole term. Then it does the following on its own:
Each elevator on a contract has its own cadence: monthly, quarterly or every 1 to 24 months.
Each elevator is paired with the record template your Technician fills in on the visit.
Assign the contract to one Technician or one Team, with a preferred day of the month and a start time.
Each visit becomes a Job 14 days before it is due, with the Technician and time filled in.
Every future visit for the term is listed on the contract, with a Reschedule button on each one.
A visit that does not fit one working day continues on the next workdays. Each day can be moved on its own.
Log the visits that happened before LiftAuth, or upload the signed PDFs and LiftAuth reads the details out of them.
Draft Invoices per Job, once a year or not at all, with the invoice lines set on the contract.
The builder walks through the elevators and their forms, billing, annual inspection, the schedule, and a final review.
A contract covers one building. Every elevator on it needs a record template, and nothing picks one for you.
The Upcoming Visits tab lists every visit the contract will produce, with the date and how many elevators it covers.
To move one visit, select Reschedule and pick a new date. The rest of the schedule stays as it is.
Fourteen days before a visit, LiftAuth creates the Job for the assigned Technician or Team, at the contract’s start time. Visits further out show on the calendar as planned Jobs.
Select people in the calendar to see their weeks together, each in their own color. Drag a one-person, single-day Job to move it.
Each Job appears in the Technician’s calendar on their phone, with the building, the elevators and the forms to fill in.
| Capability | LiftAuth | Spreadsheets and shared calendars |
|---|---|---|
| Visits for the whole term | Worked out from the contract | Entered by hand |
| Cadence per elevator | Monthly, quarterly or every 1 to 24 months | One repeat rule per calendar entry |
| Jobs assigned ahead | 14 days before each visit | Someone has to remember |
| Form for each elevator | Set on the contract | Paper or a separate app |
| Invoices | Drafted per Job or once a year | Written separately |
Fourteen days before each visit. Visits further out show on the contract’s Upcoming Visits tab and on the calendar as planned Jobs.
Yes. Each elevator has its own cadence: monthly, quarterly or every 1 to 24 months. The contract then shows its frequency as Mixed.
Yes. Select Reschedule on the visit in the Upcoming Visits tab. Make any contract edits first, because saving an edit puts hand-moved visits back on their worked-out dates.
Yes. Record past visits adds them as completed Records for the building. You can type them in or upload the signed PDFs and check what LiftAuth reads from them.
It drafts them. A contract can draft one Invoice per Job, one a year, or none. Someone in your office still reviews and sends each one.
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