ELEVATOR SERVICE & MAINTENANCE

Elevator maintenance software for the contractors who keep the cars running — and the MSAs renewing.

From the Cat-1 inspection on a Bank A car to the 60-minute entrapment dispatch to the MSA renewal conversation. FieldCamp models the way independent elevator contractors actually work — Property → Bank → Car, not a generic FSM with a label change.

Book a 15-minute callWe'll spin up your Property → Bank → Car model on the call.
4.8Capterra

Trusted by independent elevator contractors
from a two-mechanic shop to a multi-state ISP.

Elevator serviceModernizationEscalatorProperty mgmtREIT portfoliosHospital systems

01  The elevator data model

Property → Bank → Car — plus the controller brand, plus the Cat-1 due date, plus the MSA scope.

FieldCamp ships an elevator layout built on typed serviceable records: Property → Bank → Car, with controller brand, drive type, Cat-1 / Cat-5 due dates, MSA scope, and open deficiencies as first-class fields. The horizontal FSMs flatten all of it into Customer → Asset.

Property managers and REITs sit on the Property → Unit → Asset model; a single REIT with 18 buildings runs on one multi-location account. The Equipment record carries model, serial, and service status; OEM warranty fields live on the car — no auto-flip on expiration; you wire a workflow for the alert. The Inspection Certificate is a parent-child custom object with number, fees, and expiration, on a layout that ships pre-configured but fully customizable.

2400 Park Ave
Building treeproperty_profile

2400 Park Ave

Maple Tower REIT · Sarah K.

Active
Office tower18 floors4 banks12 cars
Bank A · group dispatchBank3 cars
Car 1 · Otis 411Gearless traction · 1998Good
Car 2 · Otis 411Gearless traction · 1998Good
Car 3 · Otis 411Gearless traction · 1998Due soon
Bank B · group dispatchBank1 cars
Car 4 · Otis 411Gearless traction · 2003Good
MSA · 12 cars coveredper-car
Monthly PM · nextJul 7, 2026
Cat-1 · Car 3Sep 14, 2026
Cat-5 witness · Car 3Feb 1, 2026 · 47d
Renewal lever · 90-day window
Recordelevator_car

Car 3 · Bank A · 2400 Park Ave

Open deficiencies · 2

Due soon
OverviewService historyFilesCert
Specs
Drive typeSelectGearless traction
ControllerTextOtis 411 · OEM-proprietary
SerialTextO411-2400P-C3
Install yearDate1998
Last Cat-1DateSep 14, 2025Good
Cat-5 dueDateFeb 1, 2026Due soon
MSA scopeContractFull-maintenance
OEM warrantyChannelOtis OEM · manual flagExpired
Linked Inspection CertificateDue soon
Certificate #ELV-3-2025-447ExpirationFeb 1, 2026AHJCity elevator board

Cat-5 witness test due in 47 days. QEI not yet assigned. Renewal conversation with Sarah K. queued for 90 days out — leverage flagged.

Building → Bank → Car

Cars nest under their bank, banks under the property. Open one building and see every car, every controller brand, every Cat-1 / Cat-5 date in place.

Controller brand is a field

Otis 411, KONE LCE, Schindler Miconic, TK TCM — controller brand on every car so dispatch routes the mechanic with the right diagnostic tool on the truck.

Cat-5 due is a field

Per-car Cat-1 annual and Cat-5 five-year load test dates live on the record. Drift inside 90 days and the renewal conversation queues itself.

Shared record views

One record per building and car — specs, MSA scope, service history, files, linked Inspection Certificate. The same view your CSRs, dispatchers, and mechanics work from.

02  The MSA scope card

Every car covered, every test cadence locked — the contract becomes a live record, not a PDF in the drawer.

Half of every contractor's revenue runs on the Maintenance Service Agreement — this is where elevator management software earns its keep. FieldCamp models the MSA as a standing service agreement with full-maintenance, T&I, OEM-parts, and lubrication-only templates.

Contract terms attach once and ride every monthly invoice. One recurring job record generates the monthly PM visits, annual Cat-1, and 5-year Cat-5 witness tests; the recurring invoice closes the loop. Because Cat-5 is the AHJ-witnessed touchpoint, the renewal conversation is timed to it — surfaced ninety days out, with leverage.

MSA-1042 · Maple Tower REIT
Contractservice_agreement

Maple Tower REIT

Sarah K. · Dir. of Engineering

Full coverage
TypeFull-maintenance
Term2024-01-01 → 2029-12-31
Annual escalator3.0%
Covered units12 cars · 4 banks
Buildings18 portfolio · 1 shown
Parts inclusionFull (OEM excl.)
Annual value$57,600
Renewal leverDue soon

Next Cat-5: Car 3 · 47 days · QEI required

Workflow queued · auto-email Sarah K. + open renewal request at 90 days out.

Cadencerecurring_job
Monthly PMScheduled
Cadence1st Tues every monthSkillIUEC mechanicNextJul 7, 2026
Annual Cat-1 inspectionScheduled
CadenceQ1 per car · staggeredSkillNAEC CETNextCar 3 · Sep 14, 2026
5-yr Cat-5 load testDue soon
CadenceWitness test · QEI on-siteSkillNAESA QEI-1NextCar 3 · Feb 1, 2026
Standing terms attached to every recurring invoice — full- maintenance language locked.
Cat-5 in 47 days · renewal queued

03  Cat-1 and Cat-5 cadence

Monthly PM, annual Cat-1, five-year Cat-5 — one recurring job per car, every cadence threaded into the route.

ASME A17.1 sets the calendar — annual Cat-1, three-year Cat-3 hydraulic, five-year Cat-5 load test — and the building owner is paying you to keep it. FieldCamp drives every cadence from a single recurring job record on each car.

The elevator inspection software view runs on job templates: "Annual Cat-1 Inspection" auto-attaches a NAEC CET skill, a 4-hour duration, and a linear pass/fail checklist (photo + signature, no conditional branching); "Cat-5 Witness Test" adds NAESA QEI-1 plus test weights. Hierarchical skills keep an IUEC apprentice off a Cat-1 sign-off. FieldCamp does not ship an A17.1 §8.6.1 MCP generator — the rolling history of every completed inspection form per car is the audit trail your QEI hands the AHJ: the elevator compliance software surface.

Bank A · 2400 Park Ave · week of Jun 8

Week of June 8 · 2026

Mon · 8

Monthly PM

Car 1 · 90m

Monthly PM

Car 2 · 90m

Monthly PM

Car 4 · 90m

Tue · 9

Wed · 10

Annual Cat-1

Car 3 · 4 hrs

NAEC CET

Maria T.

Thu · 11

Fri · 12

Cat-5 Witness

Car 7 · 6 hrs

NAESA QEI-1

QEI Marisol B.

Test weights · Truck 2

MCP audit trail: every completed form per car · stored on the Equipment record · QEI hands the AHJ.

Job templates · cadence-aware

Monthly PM Visit1st Tues monthly
SkillIUEC mechanicDuration90 minChecklist18 items · linearProductsLubricant kit
Annual Cat-1 InspectionAnnual
SkillNAEC CETDuration4 hrsChecklist42 items · pass/fail + photoProductsTools kit
Cat-5 Witness Load TestEvery 5 yrs
SkillNAESA QEI-1 (witness)Duration6 hrsChecklist28 items · linearProductsTest weight set · 3,000 lb
Maria has Cat-1 cert · routed

04  The 60-minute entrapment workflow

Outage call → AI Receptionist → AI Dispatcher → mechanic in transit — under five minutes, not five phone calls.

Entrapment is the only word the building owner cares about — the industry SLA is sixty minutes from call to on-site. This is what elevator dispatch software has to do: land the call in the unified inbox, auto-linked to the right Car record.

SMS from the building super, an after-hours VoIP call with transcript, WhatsApp, or an OEM IoT webhook — same lane. The AI Dispatcher proposes the closest qualified mechanic on real drive-time, capacity caps, and a 0–100% confidence score, gated on the required skill: mechanic-card holder with the Otis 411 diagnostic tool on truck. On approval the super gets a login-free live-ETA link refreshing every thirty seconds, and mobile forms keep working offline in the machine room. Entrapment is a high-priority job type; the sixty-minute SLA is a custom analytics dashboard, not a built-in widget.

REQ-7841 · Car 3 · 2400 Park Ave
Unified inbox · todayinbox

SMS · Building super

T+0:00

"Car 3 stuck on 14, two passengers."

AI auto-linked: Maple Tower REIT › 2400 Park Ave › Bank A › Car 3 · Request created.

VoIP call

8:42 PM yesterday

After-hours call · transcript ready · auto-linked to Hill Park HOA

WhatsApp

7:10 AM

PM at 92 Bridge St · monthly visit confirmation

OEM webhook

6:55 AM

KONE 24/7 · door-zone fault · 18 Elm St · Car 9

AI Dispatcher · 94% confidenceT+0:42

Entrapment · Car 3 · 2400 Park Ave

Maria T. · IUEC L3 mechanic

Otis 411 diagnostic tool on truck · 8 min drive

Drive-time8 min · real route
CapacityOK · 2 of 5 slots
Diagnostic toolOtis 411 · on board
60-min SLAMet · 52 min margin
Live-ETA SMS · to building superT+1:30

Tech on the way · ETA 14 min · Maria T. (photo). Track: fc.link/eta/x42

Login-free · 30-second refresh · expires 4h after visit.

Status timeline

T+0:00SMS received · auto-linked
T+0:42Maria T. dispatched
T+1:30Live ETA sent · super notified
T+14:00On-site · offline form open
Repeat callback pattern · Car 3 · modernization trigger

05  The callback ledger

Billable vs non-billable vs repeat — the dashboard that predicts MSA cancellation before the property manager does.

Every elevator owner runs on a callback rate — the split that matters is billable, non-billable, and repeat-within-thirty-days, the three numbers that forecast an MSA cancellation. FieldCamp doesn't ship a pre-built "callback rate" widget; you build the split on custom dashboards and boards and custom views.

The built-in KPI layer covers route revenue, deficiency-close rate, and first-time-fix; per-visit job logs roll labor, miles, and expense up to the parent job, so the repeat-callback car shows its true profitability — usually in the red. Pattern recognition is the whole point: three door-operator callbacks in sixty days is not a maintenance problem — it's a modernization quote waiting to be sent.

Maple Tower REIT · 2400 Park Ave

17/mo

Callbacks per 100 cars · 90-day avg

Target FTFR: 80%
FTFR target · 80%

Billable

12 / mo

Non-billable

7 / mo

Repeat · 30 days

4 / mo

Repeat callbacks · 60 dayscar_heatmap

Car 1

0

Car 2

1

Car 3

3

Car 4

0

Car 5

0

Car 6

1

Car 7

0

Car 8

0

Car 9

0

Car 10

0

Car 11

0

Car 12

0

Car 3 · Otis 411 · 60-day patternRepeat
2025-04-12Door timing · non-billable
2025-05-03Door timing · non-billable
2025-05-28Door operator stall · non-billable
Generate modernization quoteOpen deficiency log
Pattern detected · Car 3 (Otis 411) · door operator

06  Deficiency → quote → modernization

Repeat callbacks become a Good / Better / Best modernization estimate — and the customer e-approves one option.

Modernization is the second revenue engine — and it starts as a pattern in the callback ledger, not a cold quote. FieldCamp's good-better-best estimate puts three options on one document; only the approved option converts to a job.

E-signature captures signer, timestamp, and IP (FieldCamp's docs note it is not certified ESIGN/UETA). A 30% deposit request fires on signature, before parts go on order, and the work runs as a multi-day job — many visits under one parent — so the estimate → job → invoice chain stays unbroken from ledger pattern to wire transfer. FieldCamp does not ship AIA G702/G703 progress billing forms — contractors who need them pair an AIA tool on top.

EST-3018 · Car 3 · 2400 Park Ave
Three-option estimatemodernization
Maple Tower REIT · Sarah K.
Director of Engineering · 2400 Park Ave

Door operator overhaul

2-day · door rollers, harness, sensor

1-yr warranty

$14,200

Brake assembly + tach gen + door operator

★ Recommended

3-day · combined repair

5-yr warranty · best value

$28,400

Full controller modernization

14-day · Otis 411 → modern non-proprietary

30% deposit · 1-yr warranty

$94,000

Customer-side previewSarah K. · session

Sarah K. · Dir. of Engineering

Tapped Option B at 11:42 AM

Option B · Approved · e-signed · 2026-06-09 · IP 198.51.x.x

Auto-actions

Multi-day job created

3 visits · Tue–Thu next week

Estimate → Job conversion

Lifecycle linked · audit trail

30% deposit · skipped

Option B path is flat-fee · no deposit request

Change-order panel · ready

Additional estimates attach mid-project

For AIA G702/G703: multi-day + deposit + milestone-invoice covers the common case; an AIA tool pairs on top for the full progress-bill schedule.
Option B approved · multi-day job auto-scheduled

07  Recurring revenue on autopilot

Monthly MSA invoice generated, card auto-charged, QuickBooks synced — before your AR clerk opens the laptop.

FieldCamp turns the first of the month into a one-line operation: the recurring job fires, the monthly MSA invoice drafts against contract terms, and the stored card is auto-charged via Stripe — retry logic included, charge ID stamped on the invoice.

Invoices and payments auto-sync to QuickBooks, Xero, or Wave, and pricebook bundles bill "Annual Cat-1 + Inspection Cleaning" as one lump-sum line. The property-manager portal gives Sarah K. past invoices, cert PDFs, open deficiencies, and a "Schedule next visit" button — no phone call. The Cat-5 renewal trigger is a user-built workflow — "if Cat-5 due in < 90 days, email PM + create renewal request" — from the template gallery or natural language. Documented payments cover Stripe cards and auto-pay; Tap-to-Pay and ACH are not in the surface.

MSA cycle · Maple Tower REIT
Workflow · 1st of monthrecurring_msa

Recurring job fires

Bank A monthly PM cycle

Monthly MSA invoice drafted

Maple Tower REIT · $4,800 · 12 cars

Stripe card auto-charged

strp_4Hx9_2026-06-01 · Approved

Payment receipt emailed

Sarah K. · maple-tower.com

Synced to QuickBooks Online

Invoice + payment · tax mapped

Workflow rule fires

If Cat-5 < 90 days → email PM + create renewal request

Customer portalproperty_manager

Sarah K. · logged in

Maple Tower REIT portal

Active MSA

12 cars · 4 banks · renewal 2029-12-31

Last 6 invoices

All paid · $4,800/mo cadence

Inspection certificates

5 PDFs on file · next exp 2026-02-01

Open deficiencies

2 · Car 3 door operator · Car 7 brake

Schedule next visitView deficiencies · 2
Pricebook bundle: Annual Cat-1 + Cleaning · $1,200 / car · Fixed bundle (one line, six items).
Cat-5 in 47 days · workflow ready to fire

09  Why FieldCamp vs the elevator FSM lanes

Three lanes — and FieldCamp only competes in one of them.

The elevator software SERP fractures into three lanes that look the same and behave nothing alike — and FieldCamp competes in exactly one of them.

Lane A — OEM IoT operator platforms (KONE 24/7 Connected, Otis ONE, Schindler Ahead, TK MAX) live inside the asset; their fault alerts land in your unified inbox and become callback tickets — complements, not competition. Lane B — Vertical-specialist FSMs (LiftKeeper, FIELDBOSS, Smart Service, ElevatorPlus) speak elevator vocabulary but ship aging UIs and no modern AI — FieldCamp competes head-on here, with a modern AI Dispatcher and unified AI inbox. Lane C — Horizontal FSMs with an elevator landing page (Joblogic, ServiceTitan, BuildOps) win on price and lose on the data model: no Property → Bank → Car, no Cat-1 / Cat-5 cadence, no MSA scope card. Migrating off BuildOps, Jobber, ServiceTitan, LiftKeeper or FIELDBOSS follows the standard importer; the moat is the same one we use for commercial HVAC — typed serviceable records all the way down.

A

Lane A — OEM IoT operator

Inside the asset · predictive · OEM-owned

Players

KONE 24/7 ConnectedOtis ONESchindler AheadTK MAX
Complements FieldCamp
BFieldCamp

Lane B — Vertical-specialist FSM

Elevator vocab · aging UIs · no modern AI

Players

LiftKeeperFIELDBOSSSmart ServiceElevatorPlusElevatorAppELALiftAI eAMP
FieldCamp competes here
C

Lane C — Horizontal FSM · elevator page

Generic FSM · no per-car · no Cat-1/Cat-5

Players

WorkeverFieldyJoblogicField Force TrackerMethodServiceTitanBuildOps
FieldCamp wins on data model

Switching?

Migrating off BuildOps · Jobber · ServiceTitan · LiftKeeper · FIELDBOSS uses the standard importer — clients, cars, MSA contracts; service history follows.

Importer guide →

11  FAQ

What elevator companies ask before they switch.

Honest answers for the independent contractor comparing FieldCamp to LiftKeeper, FIELDBOSS, Smart Service — or spreadsheets and Jobber. If we don't ship something — AHJ filing, AIA G702/G703 progress billing, Tap-to-Pay — we say so.

What is elevator maintenance software?

Elevator maintenance software is the platform an independent elevator contractor or ISP service company uses to run the recurring half of their book — Maintenance Service Agreements (MSAs), monthly preventive maintenance, ASME A17.1 Category 1 annual inspections and Category 5 five-year load tests, callback dispatch, and modernization quoting. FieldCamp models Property → Bank → Car as nested serviceable records with controller brand, drive type, install year, and MSA scope as first-class fields, plus an AI Dispatcher that routes by certification (NAEC CET, NAESA QEI-1, IUEC mechanic card) and real drive-time. See the data model on docs.fieldcamp.ai/data-model/commercial-hvac which is the canonical pattern.

How does FieldCamp track Category 1 annual inspections and Category 5 five-year load tests?

Every cadence — monthly PM, annual Cat-1, three-year Cat-3 hydraulic, five-year Cat-5 load test — comes from one recurring job record per car using daily/weekly/biweekly/monthly/quarterly/yearly/custom patterns. Job templates auto-attach the required skill (CET for Cat-1 sign-off, QEI-1 for Cat-5 witness test), duration, checklist, and products like test weights. Completed inspection forms become the rolling per-car audit trail that satisfies the A17.1 §8.6.1 Maintenance Control Program requirement; FieldCamp does not ship an A17.1-templated MCP generator — you build the MCP checklist as a custom job form. See docs.fieldcamp.ai/job-management/recurring-jobs.

Can FieldCamp handle the MSA renewal calendar?

Yes. The Maintenance Service Agreement is a standing service-agreement record with full-maintenance, T&I, OEM-parts, and lubrication-only templates. Contract terms attach once and ride every recurring invoice. The cancellation lever in elevator service is the Cat-5 due date — a workflow rule fires N days before to email the property manager and create a renewal request. The renewal conversation lands ninety days before the witness test, with leverage. See docs.fieldcamp.ai/data-model/service-agreements.

How does dispatch work for an entrapment call?

Inbound — SMS from the building super, after-hours VoIP call with transcript, WhatsApp from an international PM, or a webhook from an OEM IoT platform — lands in the unified inbox and auto-links to the right Car record. The AI Dispatcher proposes the closest qualified mechanic using real drive-time (not straight-line), capacity caps, and a 0–100% confidence score with reasoning, gated on the required mechanic-card skill and the diagnostic tool the controller brand needs. The building super gets a login-free live-ETA link refreshing every thirty seconds. FieldCamp does not ship a visible sixty-minute SLA countdown widget; you can build the KPI on the custom analytics dashboard. See docs.fieldcamp.ai/ai-dispatcher/what-is-ai-dispatcher.

Does FieldCamp file Cat-1 / Cat-5 inspection reports with the AHJ?

No, and we won't pretend otherwise. FieldCamp stores the completed inspection PDF in the customer drive, tracks the Inspection Certificate as a custom object with number, fees, and expiration, and gives you custom views on per-AHJ slices. Filing with the state elevator board or local authority is still a human step done by your QEI. See docs.fieldcamp.ai/data-model/permits.

How does FieldCamp handle proprietary OEM controllers (Otis 411, KONE LCE, Schindler Miconic, TK TCM)?

Tag the controller brand on each Car's Equipment record. The diagnostic tool needed to service that brand becomes a Skill tag on the mechanic record. AI Dispatcher gates dispatch on that skill — so a mechanic without the Otis 411 tool on the truck doesn't get the call. FieldCamp does not interface with the OEM tool itself. See docs.fieldcamp.ai/ai-dispatcher/skills-and-hierarchical-skills.

Does FieldCamp work with KONE 24/7 Connected, Otis ONE, Schindler Ahead, or TK MAX?

These OEM IoT platforms complement FieldCamp; they don't compete with it. Fault alerts from KONE 24/7 / Otis ONE / Schindler Ahead / TK MAX arrive in your unified inbox by email or webhook and become FieldCamp callback tickets routed by the AI Dispatcher. There is no documented direct API integration — we don't market a 'KONE 24/7 connector.' See docs.fieldcamp.ai/inbox/inbox-overview.

How is FieldCamp different from LiftKeeper, FIELDBOSS, or Smart Service?

FieldCamp competes in the vertical-specialist FSM lane alongside LiftKeeper, FIELDBOSS (on Microsoft Dynamics 365), Smart Service, ElevatorPlus, and ElevatorApp. The wedge: same elevator vocabulary (per-car record, callback ledger, Cat-1/Cat-5 cadence, MSA scope) — plus a modern AI Dispatcher with hierarchical skills and a unified AI inbox the older platforms don't ship. Migration from BuildOps, Jobber, ServiceTitan, LiftKeeper, or FIELDBOSS uses the FieldCamp importer; service history follows. See docs.fieldcamp.ai/getting-started/migration-from-other-platforms.

Can a property manager log in and see inspection certificates and open deficiencies?

Yes. The customer portal gives the property manager self-serve visibility into past invoices, last cert PDFs, open deficiencies, and a 'Schedule next visit' button — no phone call needed. The portal is the honest equivalent of a 'tenant portal' for portfolio managers. See docs.fieldcamp.ai/online-booking/how-to-set-up-your-customer-portal-for-self-service-scheduling-and-documents.

Does FieldCamp do AIA G702/G703 progress billing on modernization projects?

No. AIA G702/G703 forms are not a documented FieldCamp feature. The modernization workflow uses multi-day jobs with deposits at contract signature, milestone invoices as work progresses, and change orders modeled as additional estimates. For independent contractors who specifically need G702/G703 documents on a mod job, the common pattern is to pair an AIA tool on top. See docs.fieldcamp.ai/job-management/multi-day-jobs-overview.

Get started

Want elevator software built around your MSA renewal calendar?

Fifteen minutes. We'll spin up your Property → Bank → Car model, your Cat-1 / Cat-5 cadence, your MSA terms — and walk into the renewal conversation with leverage.