For lift installers and service companies
Every lift job, from first enquiry to handover.
Liftwell is job tracking built only for lift companies. Installs, call-outs, servicing and LOLER dates in one place, with proposals in your letterhead and tick-box forms your engineers fill in on site.
No bank details to start. Set your company up in about a minute.
Job ALS-26-014
Platform lift, Riverside Hotel
Direct Lift Solutions of Redcar run their installs, call-outs and servicing on it. Read how
What it runs
It already knows how a lift job goes.
Generic job software makes you describe your trade to it. Liftwell starts with the three kinds of work a lift company does, each with its own stages, paperwork and checks.
New lift installs
Each job follows the stages you already work to, with the paperwork each one needs. The app speaks up before a job moves on with a deposit unpaid or a RAMS missing.
- Enquiry
- Drawings
- Survey
- Proposal
- Deposit
- Factory order
- Haulage
- Site visit
- Install
- Paperwork
Call-outs & breakdowns
Logged on one screen: customer, site, the lift, the fault, who's going and when. The engineer's report comes back signed, and the job is ready to invoice.
- Visit booked
- Attended
- Invoice
- Complete
Servicing & repairs
Price the repair with your cost and the customer's price side by side, send the quote, then track every part from ordered to arrived before you book the visit.
- Quoted
- Approved
- Parts on order
- Visit booked
- Attended
- Invoice
For the engineers
Tick, tap, sign. No typing up afterwards.
Engineers get their own view on a phone or iPad: today's bookings, the job sheet, the drawings and the form for the visit they're on. When they send it, the office has a headed PDF on the job and an email to say it's in.
- Site surveybefore the lift is ordered
- Call-out / breakdown reportfault found, how it was left, hours
- Service visit sheetagainst the lift's own record
- Install test & commissioning sheetlocks, safety edges, limits, load test, alarm
- Load plate details and photomanufacturer, model, serial, capacity
- Photos, video and two signaturesengineer and site contact
Forms save on the phone as they're filled in, so a plant room with no signal doesn't cost anyone their report. Engineers never see proposals, prices or invoices.
For the office
The whole file of the job, and of the lift.
01
Proposals that read like yours
A proper letter built from the job: specification rows, priced options, GA drawings and photos dropped in, stage payments and your terms. Edit any section, send it from the app, and it files itself as the next revision.
02
The lift register
Every lift you hand over joins the register with its specification, its install paperwork and a history of every call-out and service visit since. Lifts you didn't install can be added too.
03
Service contracts & LOLER dates
Plan, start and end, visits a year and the LOLER interval on each lift. Green in contract, amber when it's ending, red when it's lapsed, wherever a lift or customer is listed. Due dates show on the calendar.
04
Stage payments, in order
50 / 45 / 5, 50 / 50 or your own split, each with what triggers it. The final invoice can't be raised before the job gets there, and deposits outstanding sit on the dashboard.
05
Factory orders & haulage
Order reference, lead time and due date for the factory; booked, collected and delivered for the haulier. The install can't creep up on a lift that hasn't left the factory.
06
Resellers, builders, many sites
Customers with dozens of sites and several contacts, resellers and installers who buy for an end user, reverse-charge VAT and CIS. All modelled the way the trade works, not bent into a generic CRM.
Plus a dashboard that says what needs attention today, a calendar of bookings, deliveries and due dates, a morning summary by email, @mentions between office and engineers, and a record of who did what.
Your accounts
Linking to Xero, QuickBooks and Sage.
The job knows when a stage payment falls due; your accounts package is where the invoice lives. The links to join the two are on the way. Today, each stage payment on a job carries its invoice number, the date it was raised and the date it was paid.
Customers kept in step, an invoice raised for each stage payment, and paid invoices marked off on the job.
The same link for QuickBooks Online: customers, stage-payment invoices and paid status.
And for Sage Accounting: customers, stage-payment invoices and paid status.
Case study
Direct Lift Solutions, Redcar
Direct Lift Solutions supply, install and look after lifts from their base in Redcar. Their office and their engineers run the day's work on Liftwell.
- Installs run through it from the enquiry to the handover paperwork.
- Proposals go out as a finished letter on their own letterhead, built from the job.
- Engineers send call-out, service and commissioning reports from site, signed, with photos.
- Each lift they hand over keeps its own file: specification, paperwork and every visit since.
Testimonials: waiting for real quotes. These slots show on this review copy only, never on the live site.
Quote to come
The director at Direct Lift Solutions
Ask: “What's different about running the jobs now, compared with before?”
Quote to come
The office at Direct Lift Solutions
Ask: “What do you no longer have to chase, retype or look up?”
Quote to come
An engineer at Direct Lift Solutions
Ask: “What's it like filling in a call-out or service report on your phone?”
Pricing
One plan. Pay for the people who use it.
A monthly fee that covers your first 2 users, then a set price for each person you add, office staff and engineers alike. Everything on this page is included; there are no modules to unlock.
| 2 users (included) | £150 |
| 4 users | £190 |
| 9 users | £290 |
Liftwell
£150a month
Includes 2 users. Each extra user £20 a month.
- Installs, call-outs, servicing and repairs
- Proposals, quotes and form PDFs in your letterhead
- Engineers' phone and iPad view, with site forms
- Lift register, service contracts and LOLER dates
- Your own separate database and file store
- 14-day free trial, no bank details to start
Invoiced monthly once the trial ends, and collected by Direct Debit through GoCardless.
Questions
Before you try it
Which kinds of lift company is it for?
Companies that install, service or repair lifts: platform lifts, home lifts, passenger and goods lifts, and stairlifts. It covers new installs, call-outs and breakdowns, service visits, repairs and other works.
Do our customers see our name, or yours?
Yours. Your logo and letterhead go on every proposal, quote and site-form PDF, and at the top of the emails sent in your name. For work you do through a reseller, a proposal can carry their logo beside yours, or be fully white-labelled in their name.
What do the engineers need?
A phone or an iPad and a sign-in. They see their own bookings, the job sheet and the drawings, and fill in tick-box forms on site with photos, video and signatures. They never see proposals, prices or invoices.
What happens with no signal in a plant room?
A form saves on the phone as it's filled in, and copies to the office when there's signal again. A form can't be sent twice.
Is our data kept apart from other companies'?
Yes. Every company has its own separate database and its own file store, not rows in a shared table. Nobody outside your team can sign in to it.
How do we pay?
You get an invoice each month, collected by Direct Debit through GoCardless and covered by the Direct Debit Guarantee. The amount follows the number of people who can sign in, so adding or removing a user changes the next invoice, not this one.
Put your next lift job on it.
Create your company account, add your letterhead and log a job. If it doesn't fit how you work, you've lost ten minutes.