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Field Service Software Built for Elevator Maintenance Contractors

Dispatch certified elevator mechanics for emergency passenger entrapments, automate ASME A17.1 Category 1 and Category 5 safety inspections, and track callback ratios per unit.

14-day free trial No credit card Enterprise Security & ISO 27001
Capterra
5.0★★★★★
Trusted by 450+ commercial technical service enterprises across North America
CaverionISS WorldNEWSECThermo Fisher ScientificQuant LatviaFlamingo EliteSOL Baltics
HOW IT WORKS

How It Works

From quote approval to automated dispatch and instant invoice sync — see how Serfy coordinates every phase of field service delivery.

DIGITAL QUOTE #Q-24089Client Approved
Chiller Quarterly PM & Filter Pack
$480.00 · Price Book Applied
1-CLICK AUTO-CONVERTReady for Dispatch
Work Order WO-2310041070
Auto-generated from Approved Estimate
PRICE BOOK SYNCZero Margin Leakage
Commercial Contract Rates
Standard labor & parts margins locked
01 · ESTIMATION & WORK ORDERS

Get a job in – quote or request comes in, converts to a work order in one click

Eliminate bid delays and pricing guesswork. Build standardized price books, send interactive branded quotes, and convert customer sign-offs directly into dispatchable work orders in seconds.

Standardized price books with locked labor rates, parts margins, and SLA terms
Digital quotes with online customer approval portal and timestamped e-signatures
One-click conversion of signed estimates into scheduled work orders with zero double-entry
Automated preventive maintenance schedules linked directly to asset logbooks
Explore Quotes & Estimates
OPERATIONAL EXCELLENCE

Why Elevator Teams Need the Right Software

Purpose-built field service tools designed to eliminate margin leak, dispatch delays, and compliance liabilities for commercial contractors.

Operational Pain

Emergency passenger entrapments requiring immediate certified dispatch

How Serfy Solves It

High-Priority GPS Entrapment Routing & Countdown SLAs

Entrapment alerts trigger emergency countdown timers, dispatching the closest certified elevator technician with automated escalation alerts.

Explore Emergency Dispatch
Operational Pain

ASME A17.1 safety inspection logs kept on paper cards inside machine rooms

How Serfy Solves It

Digital MCP Logbooks & ASME A17.1 Code Registers

Machine room and hoistway logbooks update digitally on mobile. Inspectors capture rope wear, brake clearance, and door operator tests in audit-proof records.

Explore Digital Checklists
Operational Pain

High callback rates eroding maintenance contract profitability

How Serfy Solves It

Component Failure Analytics & Shaft History Tracking

QR tagging per elevator reveals recurring component failure patterns across drive machines, door interlocks, and controllers, shifting teams from reactive repairs to predictive maintenance.

Explore Asset Tracking
Operational Pain

Van inventory stockouts for critical safety relays, rollers, and contactors

How Serfy Solves It

Mobile Truck Stock Management & Direct Work Order Deduction

Track parts carried in technician vans. Components used during hoistway repairs are deducted live and added directly to client billing.

Explore Van Inventory
THE PLATFORM

Four modules that carry an elevator service operation

See the full platform →
EMERGENCY SLA

Priority 1 dispatch board for passenger entrapment emergencies

When an elevator car stalls with passengers, immediate geolocation routing dispatches the nearest certified technician.

30-minute entrapment emergency countdown timer with automated SLA escalation
Instant routing displays real-time technician traffic and ETA updates
In-cab passenger communication log integrated directly with dispatch board
Explore emergency dispatch →
Dispatch boardTue 18 Aug
LIVE
08:00
10:00
12:00
14:00
16:00
MD
Mike
Door roller swap
Traction cable check
SJ
Sarah
Entrapment · Austin Metro
Car B governor test
TM
Tom
ASME A17.1 annual test
Hydraulic oil test
UNASSIGNED · 1
Door interlock fault
QEI license required

Trusted by Elevator Service Teams

Built for the emergency SLA and statutory compliance demands of elevator maintenance teams

“
“Very useful tool letting us manage a huge amount of work orders and issues effectively, quickly make adjustments and actions, monitor and control decision making. Serfy lets us ensure the best quality of our services.”
Head of Facility Maintenance
Commercial Real Estate Division • NEWSEC Asset Management
Read NEWSEC Story
+22%Cash Collection Velocity
100%SLA Compliance Oversight
ZeroDouble-Entry Errors
Savings Calculator

Work out what the paperwork is costing you

Move the sliders to match your operation. The figures use the average admin load Serfy measures across its Elevator & Lift Maintenance accounts.

12
2
$45
Estimated Annual Recovery
$28,080
12 hours a week back across the team
Phone dispatch & reassignment3.8 h/wk
Re-keying jobs into billing4.1 h/wk
Chasing paper sign-offs & logs2.5 h/wk
Missed & rescheduled PM visits1.6 h/wk
Serfy platform (14 seats × $25/mo)
$4,200 / year
Net first-year gain
+$23,880

Illustrative estimate based on Serfy account averages. Your figures will differ.

CORE CAPABILITIES

Everything Your Field Team Needs

Manage elevator & lift maintenance operations, subcontractor dispatch, and field operations in one easy-to-use software.

Asset Management & Equipment Passports

Access full maintenance histories, QR code equipment passports, and warranty documents for real-time visibility across facility assets.

Facility Object Tree
Building A > Fl 2
Main Unit #30XA
Room 102 · Mech Plant
99.4% Uptime
Compressor Unit B
Floor 1 · Boiler Station
PM Due in 3d
Safety Damper #4
Inspected
AUTOMATION

Planned Preventive Maintenance

Auto-schedule recurring statutory compliance inspections, seasonal asset service runs, and preventive contract maintenance.

Rule #PM-2026-Q3
Quarterly Auto-Run
Commercial Facility Seasonal PM
18 Assets across 3 Client Locations
Next: Oct 1, 2026Dispatches 14d before
Zero Missed Statutory Visits100% SLA

Smart Scheduling & Dispatch

Algorithmically rank technicians by skill certifications, GPS proximity, travel time, and van inventory to eliminate scheduling bottlenecks.

09:00
10:30
12:00
14:00
AI Optimal Match · 98% Auto-Assigned
MD
Mike Davis
Certified Lead Tech
1.2 miles away · 8 min travel buffer
10:30 - 12:00 · Priority Maintenance Call
COMPLIANCE

Digital Checklists & Custom Forms

Enforce standardized service protocols, safety compliance tests, and photo proof requirements with mandatory sign-off fields.

Mobile Service Protocol
Step 3 of 3
1. Safety & Pressure Test Passed
2. Before & After Photos 2 Attached
3. Customer Signature Signed
100% Audit-Ready Compliance Act
KEY DIFFERENTIATOR

Offline-First Mobile App

Native iOS & Android apps that work in remote basements and plant rooms without connectivity. Everything syncs instantly when back online.

Offline Mode Active0 Pending
Work Orders (3)Open
Broken Oven Thermostat
HIGH PRIORITYOPEN
Ice Machine PM Check
MEDIUMSIGNATURE READY
KEY DIFFERENTIATOR

Subcontractor Management

Delegate tasks to external contractors with field-level data privacy. Subcontractors log labor hours and parts without ever seeing your client billing rates.

AP
AirPro Tech
External Contractor
In Progress
WO-24089 · Rooftop Chiller Repair
Client Rates Masked$0 Hidden
Mark R. (Tech) SLA: 4h response
Photo proof required for payoutMandatory

Work-to-Invoice Automation

Signed work orders, labor hours, and deducted vehicle stock convert directly into customer invoices with instant accounting sync.

Maintenance Reports & Dashboards

Get real-time insights and identify operational trends to make informed decisions about technician utilization, SLA compliance, and costs.

Parts & Truck Stock Tracking

Track mobile vehicle stock, reserve parts for upcoming work orders, and automate reorder thresholds before stockouts delay repairs.

Quotes & 1-Click Work Orders

Standardize labor rates and parts margins. Send interactive branded estimates with timestamped e-signatures that convert to work orders in 1 click.

Client & Tenant Self-Service Portal

Give property managers and clients a dedicated portal to log tickets, track live technician dispatch, and review signed work orders.

COMPLIANCE & STANDARDS

Running an Elevator Maintenance Business

Ensure continuous compliance with ASME A17.1 safety codes, rapid passenger entrapment response standards, and certified technician logs.

PERIODIC INSPECTIONSASME A17.1 / CSA B44 & A17.2

ASME A17.1 / CSA B44 Safety Code & Category 1 / 5 Inspections

Mandatory annual Category 1 no-load safety inspections, 5-year Category 5 full-load safety and governor tests, hydraulic relief pressure testing, and digital Maintenance Control Program (MCP) log compliance.

Enforced Audit Requirements
Category 1 annual periodic inspection checklists and AHJ filing records
Category 5 five-year full-load safety, buffer, and governor pull-through test documentation
Digital Maintenance Control Program (MCP) procedures and on-site recordkeeping
Immediate electronic notice of violation tracking with automated corrective work orders
ENTRAPMENT SLAsASME A17.1 Section 2.27 & NFPA 72

Emergency Communication (ASME A17.1 Sec 2.27) & Entrapment Response

Two-way in-car emergency phone monitoring verification, ADA compliant hands-free communication tests, dedicated entrapment timer dispatch (<30 min SLA), and Phase I/II emergency fire service recall records.

Enforced Audit Requirements
Emergency two-way communication system periodic verification and audio logs
Priority dispatch countdown for passenger entrapments (<30 min)
Technician GPS proximity dispatch with live ETA tracking to the property
NFPA 72 Phase I emergency recall and Phase II firefighter service monthly testing
RETROFIT & ADAASME A17.3 & ADA Standards

Safety Code for Existing Elevators (ASME A17.3) & ADA Compliance

Systematic hazard audits for existing hoistway installations, door restrictor verification, cab leveling accuracy (+/- 0.25 inch), tactile braille jamb indicators, and modernization compliance certificates.

Enforced Audit Requirements
ASME A17.3 existing elevator hazard checklists with mandatory photo proof
ADA accessibility compliance verification (hall lantern visual/audible signals, door dwell times)
1-click proposal conversion for required safety gear or controller upgrades
State and municipal AHJ inspection sign-off archiving
ELEVATOR & LIFT MAINTENANCE FIELD OPERATIONS & ARCHITECTURE

Frequently Asked Questions

Pragmatic answers on elevator & lift maintenance mechanics, compliance logging, offline mobile sync, and Quote-to-Cash automation.

Serfy tracks mandatory statutory inspection intervals (including annual Category 1 no-load tests, 5-year Category 5 full-load tests, and monthly firefighter Phase I/II service). Certified QEI (Qualified Elevator Inspector) technicians complete structured digital inspection forms covering traction hoist ropes, safety governors, door interlocks, car buffers, and hydraulic cylinders, generating formal AHJ inspection certificates upon completion.

Have a specific Elevator & Lift Maintenance workflow or custom ERP integration question?
Talk directly with our core solutions engineering team — no sales scripts.

Ready to Modernize Your Elevator & Lift Maintenance Business?

Join commercial contractors across North America using Serfy to cut paperwork and accelerate cash flow.