Why Choose ElevateX-PRO Software
Explore the cutting-edge features that set our software apart, revolutionizing field service management with efficiency and compliance at its core.
Cloud-Based Solution
Smart Scheduler
Smart Job sheets
Thorough Exam Certificates
Account Integration
Advanced Reporting
Enhanced Analytics
Easy to use
ElevateX-PRO Software Management at its Best
Powerful tools designed to streamline your operations and enhance productivity
Comprehensive Reporting
Gain insights with detailed analytics and performance metrics.
Fully Customizable
Adapt the software to match your unique business processes.
Service Notifications
Get automated reminders for upcoming services and plan your schedule in advance.
Thorough Examinations
Stay compliant with automated reminders for due examinations, ensuring seamless scheduling.
Generate Quotes
Effortlessly create quotations based on work recommended by your mobile engineers.
Minimal Downtime
Ensure continuous and reliable field service operations.
Smart Scheduler
Effortlessly manage scheduling and resource allocation with a clear, organized view of daily tasks. Track engineers’ availability and job assignments at a glance, enhanced by intuitive color-coded status indicators for quick reference—whether booked, in progress, completed, or reopened. Real-time updates provide essential job details, including client names, locations, and times, ensuring precision and efficiency. The multi-engineer view enables simultaneous monitoring of multiple schedules, optimizing resource allocation and minimizing downtime.
Smart Job Sheets
Streamline job documentation with a seamless, professional approach. Effortlessly record essential details, including client information, vehicle specifics, and visit dates. Log completed work, recommended actions, and parts used while ensuring compliance with fields for warranty, chargeability, and damage assessment. Secure digital signatures from engineers and clients to confirm task completion, and enhance workflow efficiency with instant options to save, print, or email job sheets. A customizable template ensures accuracy, consistency, and professionalism, empowering your team to manage jobs with precision and ease.
Thorough Examination Management
Effortlessly manage and document safety inspections with a streamlined, intuitive system. Record client details, truck specifications, last examination dates, and safe working loads with ease.
Engineers can log inaccessible areas, defective components, and required repairs while tracking critical metrics such as chain and fork conditions, operating hours, and capacity plate status.
Stay ahead of compliance by scheduling repairs, setting automated reminders, and maintaining accurate records—all within a user-friendly interface designed to enhance efficiency and ensure safety.
Smart Quotation Module
ElevateX-PRO automates the quotation process, instantly generating detailed quotes from ‘Work Recommended’ and ‘Thorough Examination’ reports—eliminating manual data entry for accuracy and efficiency. With seamless conversion from quote to invoice upon customer approval, this system streamlines billing, minimizes errors, and ensures precise cost tracking, accelerating your workflow with professionalism and consistency.
Effortless Invoicing
Streamline your billing process with automated invoicing that eliminates manual effort and saves time. Labour and travel details are pulled directly from job sheets, ensuring accuracy without extra input. Pre-set client markups are applied seamlessly for consistent cost calculations.
Easily review and adjust item details, including parts, suppliers, quantities, and pricing, while the system handles totals, VAT, and markups. A built-in summary of work performed ensures complete transparency for clients. Generate professional invoices in just a few clicks—boosting efficiency and simplifying your workflow.
Seamless Xero Integration
Effortlessly connect job management with financial operations through our Xero integration. Send invoices directly from the invoice history screen to Xero, eliminating manual data entry and ensuring real-time accuracy in your accounting records.
Invoice details—including client information, job numbers, payment dates, VAT, and totals—are automatically synced, keeping your financials up to date. Features like "Resend to Xero" and instant invoice editing provide flexibility and control, making account management simpler than ever.
Stay efficient, connected, and in control with a fully integrated financial solution.
Tailored Customisation
Every business operates differently, and we recognise the need for software that fits seamlessly into your workflow. That's why we provide tailored customisation options, adapting our solutions to match your unique processes and requirements. Our team collaborates with you to ensure a perfect fit for your operations.
Elevator Safety Compliance
Ensure your elevator systems meet all regulatory requirements with our comprehensive safety compliance management. Track inspection schedules, certification renewals, and safety audit deadlines automatically.
Our system maintains digital records of all safety tests, inspector notes, and remediation actions while providing clear documentation for authorities. Stay ahead of changing regulations with automatic updates and guidance, reducing liability risks and creating a safer environment for passengers.
Enhanced Reporting & Analytics
Monitor key performance metrics, maintenance history, and compliance status with precision, empowering you to improve service quality and streamline operations.
Smart Parts Management
Maintain optimal stock levels by setting minimum order quantities for central storage and mobile vans, ensuring essential parts are always available and minimizing service delays.
Comprehensive Benefits of Geo-Location for Field Service Teams
Geo-location technology is transforming field service operations by providing real-time visibility, enhanced efficiency, and improved customer satisfaction. By leveraging GPS tracking and location-based analytics, field service teams can optimize their workflow, reduce costs, and ensure timely service delivery.
Proactive Alerts & Notifications
Stay ahead with automated reminders for upcoming thorough examinations, scheduled services, and critical maintenance needs. Ensure compliance, optimize equipment performance, and prevent unexpected downtime with timely alerts tailored to your operational schedule.
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