Passenger elevator A2
- Customer
- Kent Plaza
- Template
- Elevator service
- Tag
- Green · monthly inspection
- 01 Quote accepted
- 02 Work order opened
- 03 Checklist in the field
- 04 Field signature
- 05 Customer delivery approval
servis-portal.com
The service ends. The record stays.
Servis Portal keeps one record from the quote through digital delivery. Sales sends a quote from a template, the customer accepts it, and an approver opens the work order. When service is due, the plan reminds itself. The technician closes the record with a checklist, photos and a signature.
- Quote, revision and internal approval on one card
- Work orders by calendar, run-hours or meter
- QR, field signature and customer delivery approval
AssetChassis, serial, location, meter and QR
PlanCalendar, run-hours or a meter threshold
ChecklistPass, measurement, choice, photo, note
Close-outField signature and the customer’s decision
Three jobs, one record
The quote starts at the desk, maintenance sits on the calendar, close-out happens in the field.
Sales
Quote
The template holds company details, terms, currency and validity. Sales prepares the lines, quantities and VAT; the customer receives an email and a time-limited link.
- Draft, sent, revision and accepted states
- The customer accepts from the link, or asks for a revision with a note
- Internal approval opens the work order
- The PDF stays with the quote
Plan
Preventive maintenance
When the interval elapses or the meter crosses a threshold, a work order opens on its own. The technician works through the items in the field, and readings are written to the asset history.
- Calendar, run-hour or meter triggers
- Checklist templates per company
- Pass / fail, number, choice, photo, free note
- Green or red inspection tag
Field
Close-out
The QR code opens the asset card. Notes, files and photos attach to the work order. After the signature and internal approval, the customer confirms delivery. A rejection reopens the job.
- Location, meter and recent services on the asset card
- Field signature through a time-limited link
- Digital delivery and a close-out record
- Quote and work order in the customer portal
End to end
Six steps. Each one has an owner and a record.
- 01
Quote
Sales prepares lines, units, VAT and terms from a template. The customer receives an email and a link. The draft stays in the panel until it is sent.
- 02
Acceptance
The customer accepts or writes a revision note. Internal approval turns the record into a work order. A rejection or a revision goes back to sales.
- 03
Field
Operations starts the job, fills the checklist and adds notes and photos. A meter item writes the reading onto the asset.
- 04
Signature
The signature is taken in the field. The link expires. Internal approval sees the record once more before the customer does.
- 05
Delivery
If the customer confirms digitally, the job closes. A rejection sends it back to work, and the team continues on the same record.
- 06
Reminder
The preventive plan prepares the next work order at the following due date or meter threshold. Due jobs can also be opened from the panel.
Who sees what
One job, four roles.
The company admin sees all of it. The platform admin keeps companies apart. Each company’s customers, templates and users belong to that company.
Sales
Customer card, quote template and quote list. Sends the quote, handles the revision and manages hidden quotes.
Approver
Gives internal approval to an accepted quote. After the field signature, opens delivery to the customer or sends it back.
Operations
Field panel, work order, checklist, meter, photo and signature. Assets and preventive plans run from here.
Customer
Sees their own quotes and work orders. Accepts, requests a revision or confirms delivery in the portal or from the link.
What is in the field
A phone, a QR code and a short checklist.
The technician opens the job from the work list. The asset card holds the location, the meter and recent services. A measurement item takes a number; a photo item takes a picture. The signature link expires.
- Pass / failVisual and mechanical check
- MeterRun-hours; the reading is stored
- NumberPressure, temperature, a unit reading
- ChoiceFilter, oil, prepared options
- PhotoA field image is attached to the job
- NoteThe technician’s own note
- Multi-companyEach company has its own customers, templates, assets and users. The platform admin opens the companies.
- NotificationSend, acceptance, field and delivery steps land in the right person’s inbox.
- DocumentThe quote PDF, checklist answers, signature and delivery decision stay with the job.
- QRThe asset card opens from a link: identity, location, meter, tag and service history.
Contact
Write for a demo, a quote or a field setup.
The form lands in the operations panel. If mail is configured, a copy also goes to [email protected]. The company name, how many assets, and the checklist you need are enough.