Service motions
The template starts with recognisable work, not a generic task type.
- Breakdown and trapped-passenger escalation
- Preventive maintenance and lubrication visit
- Statutory inspection coordination
- Callback, repeat fault and corrective work
- Modernisation milestone and AMC renewal review
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Lift or escalator identity, type, capacity and site position
- Controller, drive, door, safety and major-component context
- Registration, inspection and certificate references
- AMC entitlement, planned schedule and certified-person requirement
- Fault, callback, part and operating-restriction history
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Unit identity and digital logbook entry
- Inspection checklist and fault code
- Safety observation and operating restriction
- Part installed, recovered and recommended
- Certified engineer and site representative acknowledgement
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate manufacturer warranty, modernisation warranty and AMC scope
- Generate statutory and preventive schedules without conflating them
- Track expiry and compliance references as evidence, not approval
- Escalate repeat faults, missed inspections and restricted operation
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Reserve compatible door, controller, drive and safety components
- Track serialised part issue, installation, recovery and quarantine
- Assign approved test equipment, access tools and PPE
- Reconcile unit-specific spares and technician custody
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Separate AMC obligation, excluded part, breakdown charge and project work
- Link accepted service periods and milestones to billing readiness
- Record invoice dispute, deduction and provider-confirmed collection
- Never let commercial status suppress a safety escalation