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AI in Smarterlift · Updated October 6, 2026

AI for elevator service companies: it does the reading and the writing, and your people make the calls

An elevator service office spends its day reading records and writing about them: which certificate lapses next, what the last visit to Car 2 found, what to tell the owner, which job to give to whom. The AI in Smarterlift does that reading and writing, and Ask Smarterlift, the agent, does the office work you ask of it, step by step, as you confirm. Your people make the calls.
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Ask Smarterlift, planning a callback

Example conversation

Open a callback for Lakeside car 2 and put it on Maria for Thursday.

Read by SmarterliftCar 2 at Lakeside Lofts is under contract CT-0044. Maria Lopez has room on Thursday afternoon.

Plan: 2 stepsnothing sent, nothing charged
Open a callback for Car 2, Lakeside LoftsSR-0418 · priority high · under CT-0044done
Assign it to Maria Lopez, Thursday Sep 24She sees it on her day in the technician appwaits for you
Confirm the restStep by stepStop
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Ask Smarterlift: questions answered with the records attached, and work planned in steps that you watch run and confirm, with every change logged and one press from Undo wherever it can be put back.

2

AI through the day: leads scored with reasons, proposals drafted, technicians briefed, visit summaries written, slips and data plates read from a photo.

3

In every plan, never an add on, with the owner deciding what may run on its own.

Ask Smarterlift, the agent

Ask Smarterlift answers questions about any customer, job, invoice, lead or part, and hands back the records themselves, each one press from its page. Tell it what needs doing, such as a callback opened and given to a technician, a finished job billed and its invoice emailed, a check recorded against an invoice, a lead moved to proposal, or what is running low ordered from the reorder plan, and it lays out the whole plan before anything changes. Each step then shows waiting, running, done. You confirm the rest, go step by step, change it or stop it.

Ask it by typing or by speaking: dictation puts your words in the box, and nothing is sent until you press Send. Type @ to point a question at a customer, a unit, a job or an invoice, or / to see what it can do for you. Hand it a supplier invoice, a packing slip, an inspection report, a violation notice or a supplier quote, and it reads the page into a draft you check before anything is entered. It keeps your earlier conversations for you alone, and it keeps in mind how you like things, from your own words only, each line yours to delete. An owner can write the company's house procedures in plain words, how you chase and who approves a purchase, and it follows them when it answers and when it draws up a plan; a procedure never lets it skip asking.

It works through the same pages a person does, as that person: a technician’s login can do what a technician can, and nothing more. The owner can let a kind of work run on its own once it has been right about it, and it then tells you what it did; everything else asks first. When someone in the office asks for work only an owner may approve, the plan waits for an owner instead of being refused, and an owner can let a person do chosen kinds of work without that wait. Every change goes in a log with who asked and who confirmed, and Undo reaches back 30 days wherever the change has an opposite.

It plans the work, does it as you confirm, and runs the kinds you trust on its own. Some kinds always ask whatever is set, such as voiding an invoice, recording a payment, running billing, sending a proposal and changing who can sign in. When it emails, it writes only to the people on file, the way a person pressing Send would: an invoice and its reminders to the customer, a saved proposal to the contact on the lead, an order to the supplier. An email sent cannot be unsent, and it never charges a card.

An owner can also switch on a morning round, one goal at a time. Each morning it bills the jobs finished with no bill, emails the invoices raised and never sent, drafts an order to each supplier for the parts running low, and proposes closing the month that ended once every close check passes. It puts the plans on one card any owner approves with one press, and emails the owners what waits with a link to approve it signed in, or runs them on their own where the owner trusts that kind of work. Contract visits, callbacks and project work stay with you, and reminders stay with the chase. A draft order reaches the supplier only when someone presses Send, and the month closes only when an owner presses it.

What it does for each person

The owner

  • Ask Smarterlift about the business: who owes the most, which contracts renew, which jobs lost money
  • A morning read of the dashboard, written for you
  • Your month in review, written once a month
  • Invoices billed, emailed and chased, payments and credits recorded, the month closed, as you confirm
  • Decide which kinds of work may run on their own, and see every change in one log
  • A morning round, once you switch it on, that bills finished jobs, emails raised invoices, drafts orders for low stock and proposes the month close

The office

  • Jobs opened, assigned and moved in steps you confirm
  • Customers added, contacts changed, notes kept, messages from the service inbox filed
  • Packing slips read into stock from a photo
  • A part named from its photo

Sales

  • Every lead scored 1 to 100, with the reason written out
  • Proposals and intro emails drafted in your voice
  • The owner’s case for a modernization
  • Leads moved and won, contract renewals drafted, orders drafted from the reorder plan, as you confirm

Technicians

  • The unit’s history before the job
  • Notes tidied and the visit summary drafted
  • A unit reported down through Ask Smarterlift, as they confirm: the car out of service and the office told
  • In the technician app, on iPhone and Android

Building owners

  • A visit summary in plain words
  • Insights on their own elevators
  • Answers in their portal, from their own records

From the first lead to the tenth renewal

  1. FindLeads scored with the reason written out; a building’s public reviews read
  2. WinProposals and intro emails drafted; the owner’s modernization case
  3. RunTechnician briefs, tidied notes and visit summaries; jobs planned and assigned by Ask Smarterlift
  4. Get paidSlips read into stock; the month in review; jobs billed, invoices emailed and chased and payments recorded by Ask Smarterlift as you confirm
  5. KeepVisit summaries for owners; insights and answers in their portal

What it never does

  • Charge a card or move money: a payment it records is one already made
  • Email anyone but the people on file, or an address typed into the conversation
  • Change anything the person asking could not change by hand
  • Run on its own unless an owner switched that kind of work on
  • Delete anything or change who can sign in without asking
  • Take orders from the words in an email or a message

It reads only what the person asking may see, and words from outside the company, in an email to the service inbox or a note from the field, are information to it, never instructions. A plan that started from them always asks.

See it next to the rest of the product on the home page, or what building owners see in the customer portal.

Start with 14 days to look, ask it about your own book

14 days to look · first month free · onboarding fee from $1,500 · Ask Smarterlift and every AI feature in every plan, from $499 a month

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Questions people ask

Does the AI act on its own?

Only where an owner allows it. Ask Smarterlift plans the work, does it as you confirm, and runs the kinds you trust on its own, with every change logged and undoable for 30 days wherever it can be put back. Only an owner can let a kind of change run on its own, such as assigning jobs or emailing an invoice, and it then reports back, up to 50 such changes a company a day. An owner can also switch on a morning round, which each morning bills finished jobs, emails raised invoices, drafts orders for low stock and proposes the month close, and counts its own 50 changes a day. 26 of its 63 kinds of change always ask, whatever is set: cancelling, archiving or voiding anything, changing who can sign in or what they can see, running billing, recording a payment, issuing a credit, closing a month, submitting a pay application or billing retainage, sending a proposal or a purchase order, renewing a contract, recording a delivery, entering a bill from a supplier's invoice or a delivery from its packing slip, recording a test from an inspection report or the violations on a notice, drafting an order from a supplier's quote, and changing how billing, assignment or customer messages run. A plan built from words that came from outside the company always asks. It never charges a card or moves money: a payment it records is one already made.

Does it email my customers?

Only the people on file, and only the way a person would: an invoice and its reminders to the customer's contact on file, a saved proposal to the contact saved on the lead, a purchase order to the supplier's address on file, and a portal invite to the customer's contact. Never an address typed into the conversation. A proposal, an order and an invite always ask; an owner may let invoices and reminders go on their own. An email sent cannot be unsent.

What can Ask Smarterlift do?

It answers questions about customers, jobs, invoices, payments, leads, contracts, parts, the books and payroll with the records attached, and it plans and makes the office's changes as you confirm them. Jobs: opening, assigning, moving and cancelling them, filing messages from the service inbox, and reporting a unit down, which takes the car out of service, opens an emergency job for it or adds to the one already open, and tells the office. Customers and elevators: adding them, their contacts and notes, and inviting a customer to their portal. Money: billing a finished job, running the monthly billing, emailing an invoice and its reminders, pausing and resuming the reminders, recording a promise to pay, recording whole and part payments, and issuing and applying credits. Sales and contracts: moving and winning leads, sending a saved proposal and drafting renewals. Parts: asking for a part, ordering what a technician asked for, drafting and sending orders from the reorder plan, and recording deliveries. The books: entering vendor bills and recording their payment, matching the bank lines that have exactly one match, and closing a month once every check passes. Payroll and projects: approving a finished week's hours, opening and submitting pay applications, and billing retainage. Settings and the team: how billing and assignment run, which customer messages go out, a person's role and sign in, and adding a technician. When you save or open a record, it can offer the next step right there, from fixed rules, such as emailing the invoice you just raised. A technician's login can ask for a part for their own job, and report a unit down on a job of theirs or at a building where they have a job today, and nothing else.

Can it see everything in the account?

No. It reads and changes only what the person asking could read and change on the page, in their own locations, so the office manager's assistant and a technician's see different things. Words from outside the company, in an email or a note, are information to it and never instructions, and a plan that started from them always asks.

Does the AI cost extra?

No. Ask Smarterlift and every AI feature are in every plan, never an add on: Crew at $499 a month for up to 5 technicians, Company at $999 for up to 15, and Regional at $1,699 for several locations, each with fourteen days to look and a free first month.

Registry data is sourced from state regulatory agencies and provided for informational purposes only. Smarterlift is not affiliated with or endorsed by any state agency. Revenue bands are estimates for ranking, not quotes. To request a correction or removal, contact support@smarterlift.app.

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