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ELEVATOR SERVICE & MAINTENANCE

Elevator maintenance software for the contractors who keep the cars running and the MSAs renewing.

From the Cat-1 inspection on a Bank A car to the 60-minute entrapment dispatch to the MSA renewal conversation. FieldCamp models the way independent elevator contractors actually work — Property → Bank → Car, not a generic FSM with a label change.

Book a 15-minute callWe'll spin up your Property → Bank → Car model on the call.
4.8Capterra

Trusted by independent elevator contractors
from a two-mechanic shop to a multi-state ISP.

Elevator serviceModernizationEscalatorProperty mgmtREIT portfoliosHospital systems

01  The elevator data model

Property → Bank → Car — plus the controller brand, plus the Cat-1 due date, plus the MSA scope.

FieldCamp ships an elevator layout built on typed serviceable records: Property → Bank → Car, with controller brand, drive type, Cat-1 / Cat-5 due dates, MSA scope, and open deficiencies as first-class fields. The horizontal FSMs flatten all of it into Customer → Asset.

Property managers and REITs sit on the Property → Unit → Asset model; a single REIT with 18 buildings runs on one multi-location account. The Equipment record carries model, serial, and service status; OEM warranty fields live on the car — no auto-flip on expiration; you wire a workflow for the alert. The Inspection Certificate is a parent-child custom object with number, fees, and expiration, on a layout that ships pre-configured but fully customizable.

2400 Park Ave
Building treeproperty_profile

2400 Park Ave

Maple Tower REIT · Sarah K.

Active
Office tower18 floors4 banks12 cars
Bank A · group dispatchBank3 cars
Car 1 · Otis 411Gearless traction · 1998Good
Car 2 · Otis 411Gearless traction · 1998Good
Car 3 · Otis 411Gearless traction · 1998Due soon
Bank B · group dispatchBank1 cars
Car 4 · Otis 411Gearless traction · 2003Good
MSA · 12 cars coveredper-car
Monthly PM · nextJul 7, 2026
Cat-1 · Car 3Sep 14, 2026
Cat-5 witness · Car 3Feb 1, 2026 · 47d
Renewal lever · 90-day window
Recordelevator_car

Car 3 · Bank A · 2400 Park Ave

Open deficiencies · 2

Due soon
OverviewService historyFilesCert
Specs
Drive typeSelectGearless traction
ControllerTextOtis 411 · OEM-proprietary
SerialTextO411-2400P-C3
Install yearDate1998
Last Cat-1DateSep 14, 2025Good
Cat-5 dueDateFeb 1, 2026Due soon
MSA scopeContractFull-maintenance
OEM warrantyChannelOtis OEM · manual flagExpired
Linked Inspection CertificateDue soon
Certificate #ELV-3-2025-447ExpirationFeb 1, 2026AHJCity elevator board

Cat-5 witness test due in 47 days. QEI not yet assigned. Renewal conversation with Sarah K. queued for 90 days out — leverage flagged.

Building → Bank → Car

Cars nest under their bank, banks under the property. Open one building and see every car, every controller brand, every Cat-1 / Cat-5 date in place.

Controller brand is a field

Otis 411, KONE LCE, Schindler Miconic, TK TCM — controller brand on every car so dispatch routes the mechanic with the right diagnostic tool on the truck.

Cat-5 due is a field

Per-car Cat-1 annual and Cat-5 five-year load test dates live on the record. Drift inside 90 days and the renewal conversation queues itself.

Shared record views

One record per building and car — specs, MSA scope, service history, files, linked Inspection Certificate. The same view your CSRs, dispatchers, and mechanics work from.

02  The MSA scope card

Every car covered, every test cadence locked — the contract becomes a live record, not a PDF in the drawer.

Half of every contractor's revenue runs on the Maintenance Service Agreement — this is where elevator management software earns its keep. FieldCamp models the MSA as a standing service agreement with full-maintenance, T&I, OEM-parts, and lubrication-only templates.

Contract terms attach once and ride every monthly invoice. One recurring job record generates the monthly PM visits, annual Cat-1, and 5-year Cat-5 witness tests; the recurring invoice closes the loop. Because Cat-5 is the AHJ-witnessed touchpoint, the renewal conversation is timed to it — surfaced ninety days out, with leverage.

MSA-1042 · Maple Tower REIT
Contractservice_agreement

Maple Tower REIT

Sarah K. · Dir. of Engineering

Full coverage
TypeFull-maintenance
Term2024-01-01 → 2029-12-31
Annual escalator3.0%
Covered units12 cars · 4 banks
Buildings18 portfolio · 1 shown
Parts inclusionFull (OEM excl.)
Annual value$57,600
Renewal leverDue soon

Next Cat-5: Car 3 · 47 days · QEI required

Workflow queued · auto-email Sarah K. + open renewal request at 90 days out.

Cadencerecurring_job
Monthly PMScheduled
Cadence1st Tues every monthSkillIUEC mechanicNextJul 7, 2026
Annual Cat-1 inspectionScheduled
CadenceQ1 per car · staggeredSkillNAEC CETNextCar 3 · Sep 14, 2026
5-yr Cat-5 load testDue soon
CadenceWitness test · QEI on-siteSkillNAESA QEI-1NextCar 3 · Feb 1, 2026
Standing terms attached to every recurring invoice — full- maintenance language locked.
Cat-5 in 47 days · renewal queued

03  Cat-1 and Cat-5 cadence

Monthly PM, annual Cat-1, five-year Cat-5 — one recurring job per car, every cadence threaded into the route.

ASME A17.1 sets the calendar — annual Cat-1, three-year Cat-3 hydraulic, five-year Cat-5 load test — and the building owner is paying you to keep it. FieldCamp drives every cadence from a single recurring job record on each car.

The elevator inspection software view runs on job templates: "Annual Cat-1 Inspection" auto-attaches a NAEC CET skill, a 4-hour duration, and a linear pass/fail checklist (photo + signature, no conditional branching); "Cat-5 Witness Test" adds NAESA QEI-1 plus test weights. Hierarchical skills keep an IUEC apprentice off a Cat-1 sign-off. FieldCamp does not ship an A17.1 §8.6.1 MCP generator — the rolling history of every completed inspection form per car is the audit trail your QEI hands the AHJ: the elevator compliance software surface.

Bank A · 2400 Park Ave · week of Jun 8

Week of June 8 · 2026

Mon · 8

Monthly PM

Car 1 · 90m

Monthly PM

Car 2 · 90m

Monthly PM

Car 4 · 90m

Tue · 9

Wed · 10

Annual Cat-1

Car 3 · 4 hrs

NAEC CET

Maria T.

Thu · 11

Fri · 12

Cat-5 Witness

Car 7 · 6 hrs

NAESA QEI-1

QEI Marisol B.

Test weights · Truck 2

MCP audit trail: every completed form per car · stored on the Equipment record · QEI hands the AHJ.

Job templates · cadence-aware

Monthly PM Visit1st Tues monthly
SkillIUEC mechanicDuration90 minChecklist18 items · linearProductsLubricant kit
Annual Cat-1 InspectionAnnual
SkillNAEC CETDuration4 hrsChecklist42 items · pass/fail + photoProductsTools kit
Cat-5 Witness Load TestEvery 5 yrs
SkillNAESA QEI-1 (witness)Duration6 hrsChecklist28 items · linearProductsTest weight set · 3,000 lb
Maria has Cat-1 cert · routed

04  The 60-minute entrapment workflow

Outage call → AI Receptionist → AI Dispatcher → mechanic in transit — under five minutes, not five phone calls.

Entrapment is the only word the building owner cares about — the industry SLA is sixty minutes from call to on-site. This is what elevator dispatch software has to do: land the call in the unified inbox, auto-linked to the right Car record.

SMS from the building super, an after-hours VoIP call with transcript, WhatsApp, or an OEM IoT webhook — same lane. The AI Dispatcher proposes the closest qualified mechanic on real drive-time, capacity caps, and a 0–100% confidence score, gated on the required skill: mechanic-card holder with the Otis 411 diagnostic tool on truck. On approval the super gets a login-free live-ETA link refreshing every thirty seconds, and mobile forms keep working offline in the machine room. Entrapment is a high-priority job type; the sixty-minute SLA is a custom analytics dashboard, not a built-in widget.

REQ-7841 · Car 3 · 2400 Park Ave
Unified inbox · todayinbox

SMS · Building super

T+0:00

"Car 3 stuck on 14, two passengers."

AI auto-linked: Maple Tower REIT › 2400 Park Ave › Bank A › Car 3 · Request created.

VoIP call

8:42 PM yesterday

After-hours call · transcript ready · auto-linked to Hill Park HOA

WhatsApp

7:10 AM

PM at 92 Bridge St · monthly visit confirmation

OEM webhook

6:55 AM

KONE 24/7 · door-zone fault · 18 Elm St · Car 9

AI Dispatcher · 94% confidenceT+0:42

Entrapment · Car 3 · 2400 Park Ave

Maria T. · IUEC L3 mechanic

Otis 411 diagnostic tool on truck · 8 min drive

Drive-time8 min · real route
CapacityOK · 2 of 5 slots
Diagnostic toolOtis 411 · on board
60-min SLAMet · 52 min margin
Live-ETA SMS · to building superT+1:30

Tech on the way · ETA 14 min · Maria T. (photo). Track: fc.link/eta/x42

Login-free · 30-second refresh · expires 4h after visit.

Status timeline

T+0:00SMS received · auto-linked
T+0:42Maria T. dispatched
T+1:30Live ETA sent · super notified
T+14:00On-site · offline form open
Repeat callback pattern · Car 3 · modernization trigger

05  The callback ledger

Billable vs non-billable vs repeat — the dashboard that predicts MSA cancellation before the property manager does.

Every elevator owner runs on a callback rate — the split that matters is billable, non-billable, and repeat-within-thirty-days, the three numbers that forecast an MSA cancellation. FieldCamp doesn't ship a pre-built "callback rate" widget; you build the split on custom dashboards and boards and custom views.

The built-in KPI layer covers route revenue, deficiency-close rate, and first-time-fix; per-visit job logs roll labor, miles, and expense up to the parent job, so the repeat-callback car shows its true profitability — usually in the red. Pattern recognition is the whole point: three door-operator callbacks in sixty days is not a maintenance problem — it's a modernization quote waiting to be sent.

Maple Tower REIT · 2400 Park Ave

17/mo

Callbacks per 100 cars · 90-day avg

Target FTFR: 80%
FTFR target · 80%

Billable

12 / mo

Non-billable

7 / mo

Repeat · 30 days

4 / mo

Repeat callbacks · 60 dayscar_heatmap

Car 1

0

Car 2

1

Car 3

3

Car 4

0

Car 5

0

Car 6

1

Car 7

0

Car 8

0

Car 9

0

Car 10

0

Car 11

0

Car 12

0

Car 3 · Otis 411 · 60-day patternRepeat
2025-04-12Door timing · non-billable
2025-05-03Door timing · non-billable
2025-05-28Door operator stall · non-billable
Generate modernization quoteOpen deficiency log
Pattern detected · Car 3 (Otis 411) · door operator

06  Deficiency → quote → modernization

Repeat callbacks become a Good / Better / Best modernization estimate — and the customer e-approves one option.

Modernization is the second revenue engine — and it starts as a pattern in the callback ledger, not a cold quote. FieldCamp's good-better-best estimate puts three options on one document; only the approved option converts to a job.

E-signature captures signer, timestamp, and IP (FieldCamp's docs note it is not certified ESIGN/UETA). A 30% deposit request fires on signature, before parts go on order, and the work runs as a multi-day job — many visits under one parent — so the estimate → job → invoice chain stays unbroken from ledger pattern to wire transfer. FieldCamp does not ship AIA G702/G703 progress billing forms — contractors who need them pair an AIA tool on top.

EST-3018 · Car 3 · 2400 Park Ave
Three-option estimatemodernization
Maple Tower REIT · Sarah K.
Director of Engineering · 2400 Park Ave

Door operator overhaul

2-day · door rollers, harness, sensor

1-yr warranty

$14,200

Brake assembly + tach gen + door operator

★ Recommended

3-day · combined repair

5-yr warranty · best value

$28,400

Full controller modernization

14-day · Otis 411 → modern non-proprietary

30% deposit · 1-yr warranty

$94,000

Customer-side previewSarah K. · session

Sarah K. · Dir. of Engineering

Tapped Option B at 11:42 AM

Option B · Approved · e-signed · 2026-06-09 · IP 198.51.x.x

Auto-actions

Multi-day job created

3 visits · Tue–Thu next week

Estimate → Job conversion

Lifecycle linked · audit trail

30% deposit · skipped

Option B path is flat-fee · no deposit request

Change-order panel · ready

Additional estimates attach mid-project

For AIA G702/G703: multi-day + deposit + milestone-invoice covers the common case; an AIA tool pairs on top for the full progress-bill schedule.
Option B approved · multi-day job auto-scheduled

07  Recurring revenue on autopilot

Monthly MSA invoice generated, card auto-charged, QuickBooks synced — before your AR clerk opens the laptop.

FieldCamp turns the first of the month into a one-line operation: the recurring job fires, the monthly MSA invoice drafts against contract terms, and the stored card is auto-charged via Stripe — retry logic included, charge ID stamped on the invoice.

Invoices and payments auto-sync to QuickBooks, Xero, or Wave, and pricebook bundles bill "Annual Cat-1 + Inspection Cleaning" as one lump-sum line. The property-manager portal gives Sarah K. past invoices, cert PDFs, open deficiencies, and a "Schedule next visit" button — no phone call. The Cat-5 renewal trigger is a user-built workflow — "if Cat-5 due in < 90 days, email PM + create renewal request" — from the template gallery or natural language. Documented payments cover Stripe cards and auto-pay; Tap-to-Pay and ACH are not in the surface.

MSA cycle · Maple Tower REIT
Workflow · 1st of monthrecurring_msa

Recurring job fires

Bank A monthly PM cycle

Monthly MSA invoice drafted

Maple Tower REIT · $4,800 · 12 cars

Stripe card auto-charged

strp_4Hx9_2026-06-01 · Approved

Payment receipt emailed

Sarah K. · maple-tower.com

Synced to QuickBooks Online

Invoice + payment · tax mapped

Workflow rule fires

If Cat-5 < 90 days → email PM + create renewal request

Customer portalproperty_manager

Sarah K. · logged in

Maple Tower REIT portal

Active MSA

12 cars · 4 banks · renewal 2029-12-31

Last 6 invoices

All paid · $4,800/mo cadence

Inspection certificates

5 PDFs on file · next exp 2026-02-01

Open deficiencies

2 · Car 3 door operator · Car 7 brake

Schedule next visitView deficiencies · 2
Pricebook bundle: Annual Cat-1 + Cleaning · $1,200 / car · Fixed bundle (one line, six items).
Cat-5 in 47 days · workflow ready to fire

09  Why FieldCamp vs the elevator FSM lanes

Three lanes — and FieldCamp only competes in one of them.

The elevator software SERP fractures into three lanes that look the same and behave nothing alike — and FieldCamp competes in exactly one of them.

Lane A — OEM IoT operator platforms (KONE 24/7 Connected, Otis ONE, Schindler Ahead, TK MAX) live inside the asset; their fault alerts land in your unified inbox and become callback tickets — complements, not competition. Lane B — Vertical-specialist FSMs (LiftKeeper, FIELDBOSS, Smart Service, ElevatorPlus) speak elevator vocabulary but ship aging UIs and no modern AI — FieldCamp competes head-on here, with a modern AI Dispatcher and unified AI inbox. Lane C — Horizontal FSMs with an elevator landing page (Joblogic, ServiceTitan, BuildOps) win on price and lose on the data model: no Property → Bank → Car, no Cat-1 / Cat-5 cadence, no MSA scope card. Migrating off BuildOps, Jobber, ServiceTitan, LiftKeeper or FIELDBOSS follows the standard importer; the moat is the same one we use for commercial HVAC — typed serviceable records all the way down.

A

Lane AOEM IoT operator

Inside the asset · predictive · OEM-owned

Players

KONE 24/7 ConnectedOtis ONESchindler AheadTK MAX
Complements FieldCamp
BFieldCamp

Lane BVertical-specialist FSM

Elevator vocab · aging UIs · no modern AI

Players

LiftKeeperFIELDBOSSSmart ServiceElevatorPlusElevatorAppELALiftAI eAMP
FieldCamp competes here
C

Lane CHorizontal FSM · elevator page

Generic FSM · no per-car · no Cat-1/Cat-5

Players

WorkeverFieldyJoblogicField Force TrackerMethodServiceTitanBuildOps
FieldCamp wins on data model

Switching?

Migrating off BuildOps · Jobber · ServiceTitan · LiftKeeper · FIELDBOSS uses the standard importer — clients, cars, MSA contracts; service history follows.

Importer guide →

11  FAQ

What elevator companies ask before they switch.

Honest answers for the independent contractor comparing FieldCamp to LiftKeeper, FIELDBOSS, Smart Service — or spreadsheets and Jobber. If we don't ship something — AHJ filing, AIA G702/G703 progress billing, Tap-to-Pay — we say so.

Elevator maintenance software is the platform an independent elevator contractor or ISP service company uses to run the recurring half of their book — Maintenance Service Agreements (MSAs), monthly preventive maintenance, ASME A17.1 Category 1 annual inspections and Category 5 five-year load tests, callback dispatch, and modernization quoting. FieldCamp models Property → Bank → Car as nested serviceable records with controller brand, drive type, install year, and MSA scope as first-class fields, plus an AI Dispatcher that routes by certification (NAEC CET, NAESA QEI-1, IUEC mechanic card) and real drive-time. See the data model on docs.fieldcamp.ai/data-model/commercial-hvac which is the canonical pattern.

Every cadence — monthly PM, annual Cat-1, three-year Cat-3 hydraulic, five-year Cat-5 load test — comes from one recurring job record per car using daily/weekly/biweekly/monthly/quarterly/yearly/custom patterns. Job templates auto-attach the required skill (CET for Cat-1 sign-off, QEI-1 for Cat-5 witness test), duration, checklist, and products like test weights. Completed inspection forms become the rolling per-car audit trail that satisfies the A17.1 §8.6.1 Maintenance Control Program requirement; FieldCamp does not ship an A17.1-templated MCP generator — you build the MCP checklist as a custom job form. See docs.fieldcamp.ai/job-management/recurring-jobs.

Yes. The Maintenance Service Agreement is a standing service-agreement record with full-maintenance, T&I, OEM-parts, and lubrication-only templates. Contract terms attach once and ride every recurring invoice. The cancellation lever in elevator service is the Cat-5 due date — a workflow rule fires N days before to email the property manager and create a renewal request. The renewal conversation lands ninety days before the witness test, with leverage. See docs.fieldcamp.ai/data-model/service-agreements.

Inbound — SMS from the building super, after-hours VoIP call with transcript, WhatsApp from an international PM, or a webhook from an OEM IoT platform — lands in the unified inbox and auto-links to the right Car record. The AI Dispatcher proposes the closest qualified mechanic using real drive-time (not straight-line), capacity caps, and a 0–100% confidence score with reasoning, gated on the required mechanic-card skill and the diagnostic tool the controller brand needs. The building super gets a login-free live-ETA link refreshing every thirty seconds. FieldCamp does not ship a visible sixty-minute SLA countdown widget; you can build the KPI on the custom analytics dashboard. See docs.fieldcamp.ai/ai-dispatcher/what-is-ai-dispatcher.

No, and we won't pretend otherwise. FieldCamp stores the completed inspection PDF in the customer drive, tracks the Inspection Certificate as a custom object with number, fees, and expiration, and gives you custom views on per-AHJ slices. Filing with the state elevator board or local authority is still a human step done by your QEI. See docs.fieldcamp.ai/data-model/permits.

Tag the controller brand on each Car's Equipment record. The diagnostic tool needed to service that brand becomes a Skill tag on the mechanic record. AI Dispatcher gates dispatch on that skill — so a mechanic without the Otis 411 tool on the truck doesn't get the call. FieldCamp does not interface with the OEM tool itself. See docs.fieldcamp.ai/ai-dispatcher/skills-and-hierarchical-skills.

These OEM IoT platforms complement FieldCamp; they don't compete with it. Fault alerts from KONE 24/7 / Otis ONE / Schindler Ahead / TK MAX arrive in your unified inbox by email or webhook and become FieldCamp callback tickets routed by the AI Dispatcher. There is no documented direct API integration — we don't market a 'KONE 24/7 connector.' See docs.fieldcamp.ai/inbox/inbox-overview.

FieldCamp competes in the vertical-specialist FSM lane alongside LiftKeeper, FIELDBOSS (on Microsoft Dynamics 365), Smart Service, ElevatorPlus, and ElevatorApp. The wedge: same elevator vocabulary (per-car record, callback ledger, Cat-1/Cat-5 cadence, MSA scope) — plus a modern AI Dispatcher with hierarchical skills and a unified AI inbox the older platforms don't ship. Migration from BuildOps, Jobber, ServiceTitan, LiftKeeper, or FIELDBOSS uses the FieldCamp importer; service history follows. See docs.fieldcamp.ai/getting-started/migration-from-other-platforms.

Yes. The customer portal gives the property manager self-serve visibility into past invoices, last cert PDFs, open deficiencies, and a 'Schedule next visit' button — no phone call needed. The portal is the honest equivalent of a 'tenant portal' for portfolio managers. See docs.fieldcamp.ai/online-booking/how-to-set-up-your-customer-portal-for-self-service-scheduling-and-documents.

No. AIA G702/G703 forms are not a documented FieldCamp feature. The modernization workflow uses multi-day jobs with deposits at contract signature, milestone invoices as work progresses, and change orders modeled as additional estimates. For independent contractors who specifically need G702/G703 documents on a mod job, the common pattern is to pair an AIA tool on top. See docs.fieldcamp.ai/job-management/multi-day-jobs-overview.

Get started

Want elevator software built around your MSA renewal calendar?

Fifteen minutes. We'll spin up your Property → Bank → Car model, your Cat-1 / Cat-5 cadence, your MSA terms — and walk into the renewal conversation with leverage.