Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports Planfix CRM and Project Management System

Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

Planfix runs your elevator and escalator maintenance in one live system so you hit SLAs, cut callbacks, and deliver clean closeout reports on every visit.

Start Free Plan No credit card needed • Unlimited time on Free plan
Keep Every Lift Under Control From Contract To Closeout — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

Keep Every Lift Under Control From Contract To Closeout

Your teams keep elevators and escalators safe, available, and compliant across many sites. Planfix unifies assets, contracts, work orders, preventive maintenance, and closeout reports in one workspace so nothing slips, even when requests arrive from different channels.

What You Fix With Planfix — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

What You Fix With Planfix

Planfix becomes the system of record for lifts, contracts, and preventive rules. Every request enters one live maintenance queue, technicians are dispatched by skills and location, and every job closes with structured data, photos, and a ready closeout report.

One Portfolio Source

Keep assets, contracts, and preventive rules in one source of truth instead of scattered spreadsheets.

Unified Maintenance Queue

Capture every request, alert, and preventive visit into one queue so dispatchers never chase missing tickets.

Skill Based Dispatch

Dispatch technicians by skills, territory, and SLA with a clear plan for each day and shift.

Closeouts With Proof

Close every job with photos, signatures, checklists, and ready reports that stand up in audits and disputes.

Start By Capturing Every Request — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

Start By Capturing Every Request

Connect mailboxes, telephony, and messaging so every complaint or request becomes a task on a shared board. AI Dataminer reads free text, fills in address, asset, symptoms, and contact fields, and gives dispatchers a queue they can filter in seconds.

Omnichannel Inbox

Turn calls, emails, messengers, and forms into tasks through email to ticket and channel to task.

Caller Context

Attach recordings, transcripts, and call analysis so every technician sees the history behind each issue.

Structured Work Orders

Use task templates, custom fields, and directories so work orders are complete before you dispatch anyone.

Show Planfix In Action — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

Show Planfix In Action

Show dispatchers a Planner board that groups work by SLA, region, and status in real time. Show building owners a Client Dashboard with open jobs, preventive visits, and reports in one place they can check without calling.

See Value Across The Workflow — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

See Value Across The Workflow

Planfix keeps asset and contract data usable, not buried. Every signal becomes a structured work order in one queue so you run tighter routes, protect margins, and share clean reports with customers on demand.

Scattered Signals

You spend mornings chasing yesterday’s calls across phones, email, and chat before you see the full picture.

Hidden Misses

You hear about missed preventive visits from the client before your system shows a single warning.

Weak History

You feel exposed in reviews because building a full history for one contract takes half a day.

Invisible Callbacks

You know you pay for rework and callbacks but cannot see them clearly enough to fix the pattern.

From Request To Structured Work Order

From Work Order To Scheduled Visit

From Visit To Closeout Report

From History To Continuous Improvement

From Request To Structured Work Order — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

From Request To Structured Work Order

Capture every request from phone, email, forms, and messengers into tasks through email to ticket and channel to task.
AI Dataminer turns long messages into structured fields so work orders are complete and ready for dispatch.
Whiteboards let you sketch asset groups and workflows, then convert blocks into tasks and relations without extra typing.
See Intake Options
From Work Order To Scheduled Visit — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

From Work Order To Scheduled Visit

Planner shows all open work by SLA, region, and technician on one live board.
Drag tasks between conditional lists to change technician, schedule, or region in one move.
Location fields and map views show nearby jobs so you can build practical routes.
Planned Work Time blocks technicians in calendars so schedules match real working hours.
Planner And Calendar
From Visit To Closeout Report — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

From Visit To Closeout Report

Technicians use mobile checklists and data tags to log work, time, and parts in a structured way.
Photos, signatures, and findings stay attached to the task so nothing disappears in chat history.
Project Totals roll up time, callbacks, and costs by contract, building, and portfolio without extra spreadsheets.
Checklists In Planfix
From History To Continuous Improvement — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

From History To Continuous Improvement

Reports and dashboards show downtime, first time fix, callbacks, and SLA performance by asset, site, or technician.
Summarizer agents keep a live brief for key clients with agreements, open risks, and recent outcomes.
You spot chronic offenders, adjust preventive plans, and feed insights into modernization proposals and renewals.
Reporting And Dashboards
Where You End Up — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

Where You End Up

You move from chasing issues to running a predictable maintenance operation. You see lifts, buildings, and teams in real time, understand workload and risk, and make decisions based on facts instead of stories from yesterday.

In Control

You feel in control of uptime and compliance instead of waiting for the next complaint.

Calm Reviews

You feel calm during client reviews because reports and history are one search away.

Confident Changes

You feel confident changing routes and preventive plans because you rely on clear, continuous data.

What Your Day Looks Like Then

What Your Day Looks Like Then — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

Reliable Uptime

You keep elevators and escalators available and safe across the portfolio with fewer urgent breakdowns each week.
What Your Day Looks Like Then — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

Clean Evidence

You deliver every preventive visit and repair with photos, signatures, and reports that pass audits and disputes with ease.
What Your Day Looks Like Then — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

Better Margins

You improve margins through fewer callbacks, smarter routing, and clear scope on each job before the crew arrives.
We Make Adoption Easier — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

We Make Adoption Easier

You do not need to change everything at once. Start with one region and one Planner board, keep existing channels, and let Planfix capture the work. Directories, imports, and AI Dataminer help you build the asset base fast.

Gentle Rollout

Start with one territory and one board so dispatchers learn Planfix while keeping familiar phones and channels.

Fast Asset Import

Use directories, imports, and document parsing so lifts, sites, and contracts land in the system quickly.

Easy Mobile Logging

Technicians log work with simple checklists and tags so accurate data becomes the fastest way to close tasks.

How We Replace What You Use Today — Elevator & Escalator Maintenance - Work Orders, Preventive Maintenance, Closeout Reports

How We Replace What You Use Today

Planfix replaces fragile maintenance setups built on spreadsheets, inboxes, and group chats. You get one live database of assets, jobs, and reports, complete conversation history, and processes that understand assets, routes, and preventive rules out of the box.

Spreadsheets And Email

Replace scattered sheets and threads with one auditable system of record for assets, jobs, and costs.

Radios And Chats

Capture live conversations into tasks so decisions, promises, and escalations stay visible to the whole team.

Generic Ticketing

Switch from generic tickets to work orders that know assets, locations, routes, and preventive schedules.

Run Elevator Maintenance In One Live System

Start now
No credit card needed • Unlimited time on Free plan
FAQ

Use all of Planfix's features for 14 days, completely free of charge

Start now