CRM & Field Service Management for the Lift Industry

Your Business Data, At Your Fingertips

The lift industry is a unique and dynamic sector, and our software is designed to meet its specific demands.

With a fully cloud-based platform and complete mobile support, all your critical business data is accessible 24/7 on any device, from anywhere in the world.

Our system allows you to manage product inventory, SLAs, warranties, and expiry renewals for every lift in the field. Every customer interaction is logged on an easy-to-use timeline, providing an instant overview of your client relationships.

With your complimentary user account, you can schedule a complete diary for engineers and sales representatives, dispatch notifications, log all customer communications, and generate unlimited job tickets and accounts. This offer is provided without obligation.

During the trial period, you will have full access for two users and two engineers. Following the trial, you can continue to use the system with restricted features for an unlimited duration.

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

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Why AutoVuSolutions

Our close ties to the lift and escalator industry mean we have a complete understanding of your business and the specific needs of your engineers. We offer comprehensive solutions, from creating detailed parts quotations to managing service contract renewals.

  • Automated Service and LOLER contract renewal
  • Project creation and stage-tracking
  • Automated invoicing for services and LOLER inspections
  • Creation of planned maintenance service routes
Service Contract manager for Lift engineers and lift company field service CRM software

Powerful Mobile Tools for Your Engineers

  Lift industry and CRM Database with online jobs diary

Streamline Your Field Service Operations

Efficient field service is crucial for a successful lift business. Our mobile solution allows you to stay connected with your engineers in real-time, giving you access to live location details, job completion updates, and crucial fault analysis information, along with a signed completion report from the customer.

Empower Your Service Teams

Our mobile app is designed to empower your engineers and enhance productivity. They can accept jobs directly from a planned service route and easily create new job bookings while in the field. Customisable service checklists ensure every task is completed accurately, and instant notifications for new jobs and tasks mean your team can respond quickly and effectively. By putting all the necessary tools in their hands, we help your engineers work smarter and faster.

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Intuitive Diary

Online appointment diary and job booking system

Comprehensive Diary View

Our full-screen diary offers a simple and intuitive way to manage your schedule. Click to view, and use drag-and-drop functionality to effortlessly re-book appointments. You can filter the view by employee or job type, and instantly toggle between day, week, and month views.

A convenient colour-coded status bar on the left of each booking provides an immediate visual overview of the job's current stage. This feature is ideal for any business that needs to see a live, complete view of all bookings from any device. Just log in and get an instant picture of your entire schedule.

Comprehensive Dashboards

Our platform provides multiple dashboards, accessible directly from the diary, for an instant overview of your key business data.

  • Job Progress Dashboard: Track the status of every job with a quick glance.
  • Invoicing Dashboard: Monitor the status of all invoices, including a dedicated view for synced invoices to your accounts software.
  • Service Contracts: Keep a close eye on the status of all your contracts.
  • Asset Management: See which lifts are out of service for immediate action.
  • Purchase Orders: View all current purchase orders directly from the diary.

Our Job Pool feature allows you to view all unscheduled jobs that have been sent to the mobile app, enabling engineers to pick up additional work when their schedules allow.

Route Planning location software with field service management

Purchase Orders

Streamline Your Purchase Orders

With AutoVu, you can create and manage purchase orders linked directly to specific service jobs. This ensures every purchase, whether for products or parts, can be easily tracked back to its origin.

You can specify delivery and courier details, including reference numbers, making it simple to search and retrieve records, even when external companies use their own unique codes.

The system allows you to track each stage of a purchase order, from the initial purchase date to the due date and final delivery date. Clear status indicators show the progress of each order, and you have the ability to record drawing approvals where necessary.

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

Detailed Purchase Order Editor

Our system offers an Itemised Details Editor that gives you complete control over your purchase orders. You can enter simple details with a total price or use the editor to build orders with individual, itemised line items. This feature allows you to specify tax or VAT on each line separately.

By combining the Itemised Details Editor with our general description fields, you have infinite flexibility in how each purchase order is presented. This functionality is further enhanced by the ability to create custom templates for each type of purchase order.

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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 streamline your quotation process. You can instantly generate professional quotes by selecting from a pre-defined list of lift products and items.

The system allows you to create custom templates for any lift type, giving you full control over the appearance and format of your quotations. With a pre-defined pricing structure, you can also be confident that every quote is priced accurately and consistently according to the specific requirements of each lift.

Integrated Accounts Module

Our AutoVu Accounts module enables you to invoice every sale of products or parts, linking each invoice directly to its corresponding service or installation job. This allows engineers to apply job costing from a site and even issue an invoice before leaving the premises.

The module provides comprehensive profit and loss analysis by tracking the cost invoices from your suppliers and offsetting them against your sales invoices. You can record details for all business expenses, from sales to utility bills, providing a full accounting feature. All of this data can be exported for direct use by your accountant, removing the need for a separate accounts package.

Accounts and invoicing for the lift and escalator industry

Products and Inventory

Product Pricing Policies

Manage your inventory with precision. Every individual lift can have its own warranty and call-out history, and you can easily switch between items with a single click.

For customer clarity, each lift can be assigned a unique tag name, such as "flight one" or "upper shaft", to differentiate it from similar products.

Our system allows you to define a specific pricing policy for each lift. You can either simply upload an image and give it a name, or go into greater detail by assigning cost and markup values.

You can also set up variants to define and price each individual element of a lift. This detailed information can then be used to generate accurate and transparent quotes for 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

Our integrated route planning and job location software, AutoMap, eliminates the need to copy and paste data into separate applications. By using the customer address details already stored in AutoVu, AutoMap will display every job location on a map, colour-coded by job type or representative.

This feature is ideal for any company that operates vehicles for field services, pickups, deliveries, collections, or any transport-related activity. It offers a quick and visual way to optimise your daily operations.

Directions and Route Optimisation

AutoMap calculates the most efficient route based on your jobs diary and appointment schedule. With a single click, you can toggle route optimisation on and off to instantly compare the original route with the optimised one. The system can also automatically set 'Home' as the final destination.

Every map marker is directly linked to a customer's job ticket record. This means you can update your route planning in real-time by interacting directly with the results shown on the map.

Route Planning location software for lift and excalator companies

Visualise your Customer Locations

AutoMap from AutoVu gives you a street level view of any site, allowing you to visualise customer locations just as your fleet drivers do.

Using your mobile device, you can automatically generate a sat-nav route from your current location to any chosen destination. This provides step-by-step audio and visual guidance without the need to manually type in addresses, as AutoMap 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.

By significantly reducing the time it takes to plan routes, our optimised route planning software can help you 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