From here you access all the functionalities winlift provides you.
- There is the top menu that contain’s everything you will propably need. Also we have customizable buttons, that you can attach shortcuts from this specific menu.
- The quick action bar is where we have added some quick options for you (and a search box
- and lastly there is the sidebar with the technician actions which is helpful to see an overview of what your technician did with his mobile application.
Quick bar
Quick Customer/Building Search
From the green field you can quickly search buildings / customers that have buildings attached to them. If you want to search through customers with no buildings use the smiley face.
New Callout.
Well this is pretty much self explanatory, this is what you use to quickly add a new callout to an elevator. You will be first promted to search for the building then you will input the information of the callout.
Circular maintainance management
Manage the maintenances that you have to do next. WinLift automatically recalculates the dates for you but you can edit them and appoint technicians from there.
Callout Management.
Your overview of all of your current open callouts. You can filter everything according to your needs (you can also print them from there)
Manually add your maintenances.
That's useful if you are not using the mobile application, because you can massively add new maintenanes manually to your elevators.
Monthly overview of maintenances.
From here you are able to see when each maintenance was done in which elevator.
History of technicians.
Everything that your technicians did. Maintenances, etc. You can also use this as an overview data grid for callouts - maintenances - closed issues.
Calendar.
Is there anything that is scheduled, or already done at some date? for example, issues, maintenances, callouts, etc. It will display here.
Notifications
You will recieve notifications on new issues/certificate expirations that needs renewal and personal appointments. (hey
Shortcuts
You can add every static option from the quick menu as a shortcut on the empty grey area. You can also edit the shortcuts to your liking!
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Footer.
You can change the sector (branch). by doing so in most of the forms the data that will be filtered will be from the selected one, unless you explicitely have the option to change that within each form. If not, and you want to view data from another sector you have to close the corresponding form, change the sector and open it again.
You can change your targeted printer. Your printer must be installed in windows.
You can mute/unmute notifications.