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Elevator service company software

Elevator service company software: every part of the business, from the first lead to the paid invoice, in one system

Most elevator service companies run on a spreadsheet of contracts, a whiteboard for the day, an invoicing tool and a bookkeeper, and none of them knows which certificates in town lapse next month. Smarterlift is one system for the whole business: it finds the contracts you do not hold yet, wins them, runs the work, bills it and keeps the books.
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One system, lead to paid invoice

How the work flows
  1. 1FindA certificate lapsing in your territory
  2. 2WinScored, proposed and signed
  3. 3RunContract visits dispatched and done
  4. 4Get paidInvoiced, paid by card, in the books
  5. 5KeepThe owner sees it all in your portal
1

New contracts from the state registries in Texas, Florida, New York, Minnesota, and building leads anywhere in the US.

2

Sales, contracts, dispatch, tests, parts, billing, the books and the customer portal, in one system where each step hands to the next.

3

Ask Smarterlift, the agent, and AI through the day, in every plan with unlimited office users.

Every part of the business

New contracts
Every expiring and expired certificate in your territory from the state registries, refreshed nightly, and every aging installation grouped by age; Lead search finds buildings anywhere in the US
Sales
A pipeline with AI fit and urgency scoring, proposals and intro emails drafted in your voice, and signatures in the browser
Ask Smarterlift
An agent for the office: questions answered with the records attached, and work planned in steps that run as you confirm, logged with Undo
Maintenance contracts
Per elevator or flat, with response targets per priority; contract visits become work orders a week before they are due
Work orders and dispatch
A dispatch board with the map of the day, a column per technician, suggested and automatic assignment, and a planned stop order for each day
Tests and violations
Every test and inspection a unit owes and every violation found on one, with the state deadlines
Parts
Stock per location and per van, requests from the field, a reorder plan driven by booked work, purchase orders and deliveries
Modernization projects
The project sheet, approvals, and progress billing with pay applications and retainage
Billing
The month billed in one press, invoices paid online by card, and overdue reminders that stop by themselves
Books and payroll
Double entry books with bank reconciliation and statements, payroll preparation, job costing by job and contract, and a QuickBooks Online connection
Customer portal
On every plan, at your own subdomain with your logo: elevators, visits, documents and invoices for each building owner
Technician app
Checklists, photos and signatures that work with no signal; on iPhone, iPad and Android
Several locations
On Regional: locations under one company, with the books, reports and access split by location
Your other systems
On Company and Regional: a REST API and signed webhooks

Why one system

Because the handoffs are where the money leaks. A signed proposal becomes the maintenance contract without being typed again; the contract books its own visits; a finished visit becomes the invoice; the invoice lands in the books and in the owner’s portal. Nothing is entered twice, so nothing drifts between two copies.

And because the constraint on most elevator companies is new contracts, not running the ones they have. The registry gives you every expiring certificate and every aging installation in your territory as a ranked list, the AI drafts the outreach and the proposal, and the work and the customer portal follow in the same system. One won modernization project pays for years of the subscription.

Anything you need that is not here, send it from Send feedback inside the product. Every request is read.

See your territory’s expiring certificates free

14 days to look · first month free · onboarding fee from $1,500 · Crew $499, Company $999, Regional $1,699 a month · unlimited office users

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Questions people ask

What does Smarterlift replace?

The spreadsheet of contracts, the separate CRM, the dispatch whiteboard, the invoicing tool and, for companies that want it, the bookkeeping software. Leads, sales, contracts, work orders, tests, parts, billing, the books and the customer portal run in one system, and each step hands its record to the next, so nothing is typed twice. Companies that keep their books in QuickBooks Online connect it instead.

Why is Smarterlift priced from $499 a month?

Because it finds the contracts you do not hold yet, as well as running the ones you do. Every expiring certificate and every aging installation in your territory comes from the state registries, with the outreach and the proposal drafted. One won maintenance contract covers the year; one won modernization project covers several. Every plan includes unlimited office users, the customer portal and every AI feature.

Can I start with the leads and move the rest over later?

Yes. Every plan gives you the registry, the ranked building list, AI scoring, proposals and the CRM from the first day, and you can move contracts, work orders and billing over when you are ready. Most companies move sooner, because the won proposal becomes the contract, the contract books the work orders and the work orders become the invoice without re-entering anything. Day one import brings your existing customers, units, contracts and service history in from your own export.

Does Smarterlift do accounting and route planning?

Accounting, yes: double entry books with bank reconciliation and statements, payroll preparation, job costing, invoicing with card payment through Stripe, and a QuickBooks Online connection for companies that keep their books there. It does not pay anyone or file tax returns. Dispatch plans each technician's day in stop order, with drive times estimated from distance, and hands each leg to the maps app on their phone.

How long does setup take?

Setup is measured in days, not months. Every plan starts with fourteen days to look and a free first month. A one time onboarding fee, from $1,500 on Crew, opens your account and covers what Smarterlift holds for you, sized by your plan. You set up yourself: drop your exports, claim your units from the state registry, or email a spreadsheet in, and the first day list walks you through the rest.

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