Completed work, agreement coverage and billing
Elevator service management software.
Elevator service management software connects field work with office review. Super Elevator System keeps routes, callbacks, unit history and field tickets together. Your office reviews the recorded work and maintenance agreement coverage before preparing invoices for billable work. The owner can review completed visits, open callbacks, billing and upcoming renewals.
The key question is what happens after the mechanic finishes. The office needs to know what was done, what the agreement covers and which work can be billed. Start a software review with those decisions, then follow the record back to the unit.
The office review
Keep 3 questions separate.
1. Was the visit completed?
Read the service ticket.
Review the work performed, parts used and customer signature. Mechanics can complete the checklist, add photos and record the work while on site. Those details give the office a record to review.
2. What does the agreement cover?
Check before billing.
A maintenance visit or callback may be covered by the customer's agreement. The ticket still records the work. Your office decides what is covered before preparing an invoice for billable work.
3. What is ready to invoice?
Use the same ticket details.
Prepare an invoice for the billable work from the reviewed record. Keep the work details with the unit and service ticket so the next visit has the earlier history.
A completed visit and billable work are different things. Ask to see both a covered maintenance visit and billable work during the demo. Have the office person explain the coverage check in each case. For the mechanic's side of the same handoff, read the service software guide.
Example office review
Follow 2 visits for the same unit.
Use this example to test the workflow with a familiar building. Your own agreement determines coverage. This table does not decide whether a particular task is billable.
| Office check | Maintenance visit | Callback |
|---|---|---|
| Unit record | Review the elevator's earlier service history. | Review the same unit and the earlier visit. |
| Completed ticket | Read the work, parts used, photos and customer signature. | Read the new work and parts recorded on the callback ticket. |
| Agreement coverage | Check whether the agreement covers the visit. | Check whether the agreement covers this work. |
| Billing decision | Prepare an invoice for any billable work. | Use the callback ticket details for any billable work. |
Walk through the review in order. Start at the unit record, open the ticket and check the agreement. Then review the invoice steps for billable work. Ask where the office needs more detail from the field. This is a useful way to test the handoff before discussing your record transfer.
The person reviewing coverage should be part of the demo. A mechanic can explain what was recorded at the building. The office can explain which details it needs to decide what to bill. Use those questions to review the same record from both sides.
Across the service operation
Review the work that needs attention.
The owner view brings completed visits, open callbacks, billing and upcoming agreement renewals into view. Start with the question you need answered today. Which callbacks remain open? Which billable jobs are ready for an invoice? Which agreements are coming up for renewal?
Open work
Review completed maintenance visits alongside open callbacks. The dispatch guide covers the day's assignments and handoffs. Foreman and Super include the dispatch board.
Quotes and billing
The office keeps callbacks, repair quotes, parts used and signed tickets together. Review the completed work and agreement coverage before using ticket details to prepare an invoice for billable work.
Agreement renewals
Review upcoming maintenance agreement renewals with the work that needs office attention. Foreman and Super list agreement renewals and repair quotes in their plan scope. The pricing page shows the current plan criteria.
Keep repeat visits tied to the right elevator. The maintenance software guide focuses on the unit's history, parts used and visit records. Those records give both the field and the office context when the next callback arrives.
Before the changeover
Agree on records, connections and terms.
Every plan includes loading the building, unit and maintenance agreement records you agree to move. Review the records first and agree on the transfer scope. Foreman and Super also include route setup and training for the field and the office. The setup plan should confirm record transfer, any training and the changeover date.
Bring the exact QuickBooks version your office uses. Review whether and how customer records and service invoices can move between systems. The proposal should confirm the connection and any setup work before you sign. A product name alone does not settle that scope.
Review the software license, payment dates and support terms. Your proposal names the support contact, lists support hours and explains how to report an urgent software issue. Review how you can get a copy of your customer and service records. These details belong in the buying decision along with the field workflow.
Straight answers
Questions before you choose.
What is elevator service management software?
Elevator service management software keeps routes, callbacks, unit history and field tickets together for field and office work. In Super Elevator System, the office reviews completed tickets and agreement coverage, then prepares invoices for billable work.
What should the office check on a service ticket?
Review the work performed, parts used and customer signature. Check what the maintenance agreement covers before preparing an invoice for any billable work from the same ticket details.
Does a covered service visit still have a record?
Yes. A maintenance visit or callback may be covered by the customer's agreement. The ticket records the work either way. Your office checks coverage and prepares an invoice for any billable work.
Can an owner review callbacks and renewals?
The owner view shows completed maintenance visits, open callbacks, billable jobs ready to invoice and upcoming agreement renewals. Foreman and Super list dispatch board, repair quotes and agreement renewals in their plan scope.
Is a QuickBooks connection confirmed for every company?
Tell us which QuickBooks version you use. Setup planning reviews whether and how your customer records and service invoices can move between the systems. Your written proposal should confirm the connection and any setup work before you sign.
What should a changeover proposal cover?
Review the software license, records to be loaded, setup work, payment dates and support terms. The setup plan should set out record transfer, any training and the changeover date. Review how you can get a copy of your customer and service records.
Product details checked against the SES office workflow, owner view, homepage answers and 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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