The day's route and callback handoffs
Elevator dispatch software.
Elevator dispatch software helps an elevator company keep the day's routes, callbacks and field tickets together. Super Elevator System lets the office see who is assigned, what is finished and what is ready to invoice. Mechanics review unit history and record the visit. Foreman and Super include the dispatch board.
A route and an open callback need different attention. The office needs to know who has the work. The mechanic needs the right unit history. After the visit, the office needs a complete ticket. Use those handoffs to judge whether a dispatch workflow fits your shop.
Before the field work starts
Review the route and the open calls.
Planned maintenance
Keep the unit in view.
The mechanic can open the maintenance route and review the unit's last service visit and parts used. A building name alone is not the full service record. Start with the elevator that needs the visit.
Callbacks
Bring the earlier work along.
Keep callbacks with each unit's service history. When another call comes in, the mechanic can review what happened before. Record the new work on the ticket so the next visit has that context too.
Office handoff
See where the work stands.
The office view shows who is assigned, what is finished and what is ready to invoice. Review open callbacks alongside completed visits. A completed ticket is the next handoff for office review.
Ask the person who handles callbacks to join the demo. Use a building and unit that person knows. Follow the route, then review a callback for the same unit. Keep the discussion on the information each person needs at the next step. For record keeping across repeat visits, see the maintenance software guide.
A dispatch demo checklist
Test 4 handoffs in 1 walkthrough.
This example is a way to review the software. It is not a live customer job, a maintenance procedure or a promised result.
| Handoff | What to review | Question for your team |
|---|---|---|
| 1. Office to mechanic | The route, assigned work and the unit's earlier service history | Can the mechanic find the right unit before starting? |
| 2. Callback to field visit | The open callback, earlier work and parts used | Which details from the last visit matter on this call? |
| 3. Mechanic to office | The completed checklist, work details, photos, parts and customer signature | Does the ticket give the office the details it needs? |
| 4. Ticket to billing review | The maintenance agreement and any billable work | What is covered, and what needs an invoice? |
Take the planned visit through the full walkthrough before switching to the callback. Then ask the office person to review both tickets. A signed ticket records the work. Agreement coverage still needs review before billing. Keeping these steps clear helps you judge the handoff, rather than just the look of a board.
At the end, return to the owner view. Review completed visits, open callbacks, billable jobs ready to invoice and upcoming agreement renewals. Ask which question still needs an answer before your team could use this workflow. The service management guide focuses on that office review.
Match the plan to the work
Confirm the dispatch and setup scope.
The current plans use mechanics in the field and units under contract to describe fit. Every plan has no charge per user. The table shows the published route and dispatch scope. Read the pricing and setup terms before deciding.
| Plan | Published company fit | Route and dispatch scope |
|---|---|---|
| Solo | 1 mechanic, up to 79 units under contract | Maintenance routes, callbacks and service tickets |
| Foreman | 2 to 5 mechanics, 80 to 400 units under contract | Routes and dispatch board set up; training for mechanics and office staff |
| Super | 6 or more mechanics, or more than 400 units under contract | Routes and dispatch board set up; training for mechanics and office staff |
Every plan includes loading the building, unit and maintenance agreement records you agree to move. Review those records before the changeover. Your setup plan covers record transfer, any training and the changeover date after your needs have been reviewed.
If you use QuickBooks, bring the exact version to the setup discussion. The proposal should confirm whether and how customer records and service invoices can move between systems, plus any setup work. For the full field ticket to office workflow, read the service software guide.
Straight answers
Questions before you choose.
What does elevator dispatch software help a shop review?
It helps the office review the day's routes, callbacks and field tickets. In Super Elevator System, the office can see who is assigned, what is finished and what is ready to invoice. Foreman and Super include the dispatch board.
Which plans include dispatch board setup?
Foreman and Super include route and dispatch board setup, plus training for mechanics and office staff. Solo lists maintenance routes, callbacks and service tickets. Review the plan scope in your written proposal.
What can a mechanic review before a callback?
The mechanic can pull up the unit's service history and parts used, then review the day's route. The unit record gives the mechanic details from earlier visits before recording the new work.
Does a finished callback go straight to billing?
The office reviews the completed ticket and checks the maintenance agreement first. A callback may be covered. The office prepares an invoice for billable work using the ticket details.
What should an elevator dispatch demo show?
Use 1 building you know. Follow a maintenance visit and a callback from the mechanic's route to the signed ticket. Then review assignment, completed work and the office's coverage and billing steps.
Product details checked against the SES office workflow, mechanic workflow and published plan scope on October 17, 2026. Your written proposal confirms scope and terms. The homepage screens use sample buildings, tickets and amounts.
Your route to invoice demo
Test the handoff with a building you know.
Bring your questions about the route, unit history, signed ticket and office review.
Contact kleonard@tglllc.com. Answer hours: Mon to Fri, 8am to 6pm Eastern.
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