CRM & Field Service Management for the Lift Industry

All of your business data, at your fingertips

If your business is part of the lift industry, you occupy one of the most fascinating niches accross the world – and one that our software is perfect for.

With full support for mobile devices and a platform that’s entirely cloud-based, all of your data will be accessible 24/7, on any device wherever you are in the world.

Mangage product inventory, SLA's, warranty, and expiry renewals for every lift out in the field. Every interaction can be logged on an easy to use timeline that give an instant overview of your customer relations.

With your FREE user account you can book an entire diary of engineers and sales representatives, send them notifications record all customer communications and create unlimited job tickets and accounts. No strings attached.

Based on our 'Field One' edition, you get the full package for one user for as long as you need it. If you would like to see some of the more advanced features, just get in touch. We can arrange this in moments.

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Lift industry and escalator engineer notifications
Lift company CRM job tickets and appointment booking

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Exceptional Mobile Service

  Lift industry and CRM Database with online jobs diary

Well-organized field service is vital for running a successful lift business. By interacting directly with your lift engineers, you can have up to the minute location details, job completion and fault analysis information, and a signed completion report from the customer.

Work with your Service Teams

Studies have shown that productivity increases when your workforce interacts through mobile devices. By feeling a part of the process, customer satisfaction improves and your profitability goes up.

There are numerous reasons to embrace mobile technology into your lift company. Access to information is the primary objective. AutoVu mobile view allows as much or as little information to be shown to the engineer as your requirements permit.

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Why AutoVuSolutions

Close links to the lift and escalator industry allow us to fully understand the needs of your lift business and lift engineers. From service level agreements to working with local authorities, we have it covered.

  • Sub Contractors and Main Contractors
  • Local Authority and Occupational Therapist Support
  • VAT Exemption and Declaration Processing
  • Timed Response and Service Level Agreements
Lift engineers and lift company field service CRM software

Diary with SMS Text Messaging

Online appointment diary and job booking system

Full Screen Diary View

Click to view, drag and drop to re-book. Filter by employee or by job type. The AutoVu diary is simple to use and views are instantly toggled from day, week or month.

There's even a handy status bar to the left of each booking that gives you an instant colour coded indication of what stage the job is currently at.

For any business that wants to see an instant view of all their jobs / bookings using any device and from anywhere. Simply log in and instantly see every booking.

Text Messaging Made Easy

For quick, easy messaging, SMS text messaging is built directly in to AutoVu. You can text individually or by a group allowing the same text to be sent to many people at the same time.

Its a great alternative to email with the distinct feature that text messages actually get read! So for an instant message thats certain to be seen by your customer, try SMS texting from AutoVu.

Every message is logged automatically with the booking so that you can easily view your messages sent to your customers or team.

Route Planning location software with field service management

Purchase Orders

Easy to Create and Track

With AutoVu you can create purchase orders linked to individual service jobs. Whether this is a product purchase, or parts required to rectify a problem, every purchase order can be tracked back to its origin.

Delivery and courier details can be specified with a reference number for easy searching on their respective order/details. This makes finding records in AutoVu a simple task when external companies specify their own reference numbers.

Track each stage of a purchase order from initial purchase date to the due date and subsequent delivery date. Clear indicators show the status of a purchase order with the ability to record Drawing Approval where these have been issued.

Purchase orders for Lift Industry and escalator companies
 
CRM Purchase orders for Lift Industry Database

Itemised Details Editor

With each purchase order comes the ability to simply enter written purchase order details with a purchase price, or use the itemised details edited to construct purchase orders with individually priced line items with the option to specify tax/VAT separately on each line.

By using a combination of the itemised details editor and general description fields allows for infinate control of how each purchase order is presented. This is further enhanced with the ability to create custom templates for each purchase order type.

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Professional cloud based software

AutoQuote System

AutoQuote for instant online CRM quotations and estimates

Create Dynamic Quotes Instantly

AutoQuote is designed to make the quotation process as easy as possible. Each quote can be defined from a pick list of pre-defined lift products / items.

Custom templates can be defined for any lift type giving you full control over the look and feel of your dynamically created quotations.

With a pre-defined pricing structure, you can be certain that each quote produced will be priced according to the requirements of the lift.

Accounts & Invoicing

AutoVu Solutions Accounts module allows you to invoice every sale of product or parts with the ability to link each invoice to its respective lift service or installation job. Lift engineers can apply job costing directly from site with an invoice issued before leaving the premises.

Full profit and loss can be accomplished through AutoVu by recording the cost invoice of each product issued by your suppliers which is offset against your sales invoice.

Details of any invoice from utility bills through to sales can be recorded providing a full accounting feature that can be exported for direct use by your accountant, eliminating the need to operate a separate accounts package.

Accounts and invoicing for the lift and escalator industry

Products and Inventory

Product Pricing Policies

Each individual lift can have its own warranty and call out / site visit history. Toggle between lifts by simply clicking on the item within the product grid.

A lift can have a tag name for identifying which of several similar products that the customer has purchased. For example, flight one, flight two, or upper shaft, lower shaft etc.

Each lift can have its own pricing policy. Either simply upload the lift / car image and give it a name, or go much further into configuration of your lifts by giving them cost and markup values.

Variants can be set up that defines each element of your lift. For example, the illustrated product. Each specific item can be identified and priced an an item. This information can be later used when quoting for products to your customers.

Product pricing for Lift Industry and escalator companies
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Professional cloud based software

AutoMap Route Planning

AutoMap Route planning map directions CRM software

Dynamic Route Planning in Minutes

Route planning and job location software is integrated directly in to AutoVu. No copy and pasting in to other applications is required.

By using the address details already stored about your customers, AutoMap will show you every job location colour coded by Job Type or Rep.

For any company that operates vehicles on the road for field services, pick-up, delivery, collections, or any transport related activity.

Directions and Route Optimisation

By utilising your jobs diary and appointment schedule, AutoMap will calculate a route based on the job order shown on your appointment diary.

Optimisation of the route can be switched on and off to instantly show your route before and after optimisation. Automatically include 'Home' as the last destination.

Each map marker is directly linked to your customer job ticket record, allowing you to instantly update your route planning by using the results shown on the map.

Route Planning location software for lift and excalator companies

Visualise your Customer Locations

Instant Satellite Navigation

View your customer site locations as your fleet drivers do. AutoMap from AutoVu allows you to view any location as though you were there.

Using your mobile device, automatically create a Satellite Navigation route from your current location to the chosen destination with step by step audio and visual guidance instructions.

Route planning is directly linked to your customer record so no need to ever type the address details in. AutoMap automatically uses the details already stored in your CRM.

AutoMap from AutoVu can significantly reduce the time it takes to plan routes for your fleet drivers from hours to just a matter of minutes.

With optimised route planning software, you can cut fuel costs, reduce excess mileage and get your team to more locations in less time.

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Auto Route satellite navigation route planner with CRM
Route planning and visual location CRM software

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CRM and your Mobile Device

Appointment diary and job schedule on your mobile device
Appointment diary and job schedule on your mobile device

All the features you would use on your desktop machine are also available through your mobile device. This means that wherever you may be, you can sign in and get up to date information on the spot.

  • Instant SMS Text messaging
  • Email Notifications and Job Alerts
  • Parts Allocation and Management
  • Job Completion Signatures
  • Route Planning and Navigation
  • Completion Reports and Certificates

On call engineers can have full access to warranty information when a customer calls after hours or during the weekend. By raising a job ticket, your engineer can visit site, complete the required work and sign off the job on completion. When your office team gets back to work, they can view all after hours activity instantly.

Professional cloud based software