Follow-ups shouldn't depend on memory.
Follow up with property managers on recommended lift repairs.
Assign a lead owner, log conversations and give every open enquiry a clear next step.
CRM FOR SPECIALIZED & SERVICE TRADESMore time on the trade.
More time on the trade.
Less time chasing work.
Lift Mechanics CRM & job management
Coordinate lift maintenance, inspections and urgent technical jobs. In Trade CRM is being built to help your team turn enquiries into booked work and keep each job moving.
A WORKFLOW FOR LIFT MECHANICS
Follow up. Schedule. Get it done.
Follow up with property managers on recommended lift repairs.
01Lead captured
02Follow-up scheduled
03Job organized
THE WORK YOU HANDLE
Built around real lift mechanics workflows.
Different requests require different information. A connected customer timeline can help keep service history, quotes and the next action clear.
01
Lift inspections
Keep relevant enquiries, customer notes and follow-up tasks together.
02
Component repairs
Keep relevant enquiries, customer notes and follow-up tasks together.
03
Preventive maintenance
Keep relevant enquiries, customer notes and follow-up tasks together.
Bring every job into focus.
Track building access, maintenance intervals and service records.
From the quote stage to completion, have customer and job information ready when it matters.
COMING SOONGive your next job
Give your next job
a better start.
In Trade CRM is in development. See our proposed plans and join the early access list.
See plans