Inspection automation for lift service shops

Less overhead per inspection.
More trust per customer.

FieldSvc automates the parts of an inspection that slow your techs down — templated points, auto-saved drafts, one-tap sign-off, and PDF reports that render and email themselves. Your customers get a professional record on every lift they own, a portal to check status, and an easy way to report issues — so they stay.

Access is invite-only. Talk to your admin about getting an account.

What it actually changes in your shop

Not another feature list — here's what moves when you switch from clipboards and email to FieldSvc.

Cut inspection time in half
ALI-aligned templates walk your tech through every point. Auto-saved drafts mean nothing gets lost mid-inspection. When they're done, one tap renders the PDF, signs it, and emails it to the customer — no file juggling, no manual send.
Keep customers coming back
Every customer gets a QR-scannable portal showing their equipment's full service history, inspection results, and open tickets. Signed PDF reports land in their inbox automatically. When something breaks, they submit a request from their phone — not a voicemail you lose.
Protect yourself when it matters
Every inspection is signed with inspector credentials, time-stamped, and archived against the specific lift. If an accident happens or an auditor shows up, the record is already there — not buried in a filing cabinet or a tech's old phone.
Turn failed points into revenue
When a tech marks an inspection point as failed, the comment and photo go straight into the customer's report. The problem is documented before you make the call — the repair job is pre-sold, not a cold pitch.
Ramp new techs faster
ALI-numbered templates guide new hires through every inspection point — no shadowing for weeks. A built-in training library ties video and photo content to specific equipment types, and operator sign-off records who's qualified on what.
Less back-office, more field time
QR labels on every bay eliminate lookup time. PM reminders fire before anything lapses. AI extracts data-plate info from a photo. The admin work that used to eat your afternoon happens in the background — or doesn't happen at all.

What an inspection looks like now

The whole flow — scan to signed PDF in the customer's inbox — without your tech touching a file, a printer, or an outbox.

  1. 1
    Scan the bay
    Tech taps the QR label with their phone. FieldSvc opens the lift's record — last inspection, open PMs, and any notes from the last visit — before they touch a wrench.
  2. 2
    Work the points
    ALI-templated inspection points auto-save as the tech goes. Failed items get a comment and a photo on the spot. No re-keying anything back at the office.
  3. 3
    Sign & approve
    A live preview shows exactly what the customer will receive. The tech signs on-device, picks recipients, and taps approve. That's the last thing they do.
  4. 4
    Customer gets it instantly
    The signed PDF renders, archives to the lift's record, and emails to the customer — all automatically. The next time they scan that QR code, the new inspection is already there.

Your customers remember the shop that makes it easy.

A scannable portal for every lift they own, signed reports in their inbox same-day, and a one-tap way to request service when something breaks. That's what retention looks like.