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Site Service Software 3.0 – March 2017

A comprehensive solution for managing elevator maintenance, service, repair, modernization and construction, Site Service is tailored to the way people work.

The sophisticated yet easy-to-use management tools allow our customers to manage their businesses more efficiently and to quickly resolve everyday problems. Your company can also benefit from the Site Service software suite.

State-of-the-Art for Today and Tomorrow’s Needs

We offer state-of-the-art software solutions designed with today’s technology–and ready for tomorrow’s. The flagship Site Service® system is integrated with the award-winning ERP/accounting solution from Microsoft Business Solutions: Dynamics GP®.  Our new partnership with one of Microsoft’s largest national software partners, SBS Group provides our customer base with unparalleled support. We are Microsoft Business Solution certified developers, offering you a seamless software package designed to meet all of your needs. Our database technology is powered by Microsoft SQL Server® which is truly multi-user and completely scalable. This means, that as your company grows, our software is FULLY capable of growing with you.

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Industry Standard Compliant

We also offer powerful and fully integrated mobile solutions for dispatching, modernization management and inspections. Our applications are developed using Xamarin Monotouch, allowing us to develop powerful apps for Apple IOS, Android and Microsoft Windows Phone.

In order to be better acquainted with our customers and their business environment we are members of the National Association of Elevator Contractors (NAEC), the Elevator Conference of New York (ECNY) and the Canadian Elevator Contractors Association.

Comprehensive Features

Listed below are the software and services offered by Site Service Software, Inc. Each product and service is designed to meet the needs of specific elevator service, maintenance and construction companies. Elevator Site Service (ESS) is our premier product offering which comes in three versions. Each software version is tailored to a specific need. ESS also offers mobile solutions, powered by the leader in in mobile applications MobileFrame that seamlessly integrate to ESS for a comprehensive and powerful set of tools to manage your company. Click on the title of each product offering for more details. Thank you for your interest. Be sure to contact us with any questions and to request a demo.

Version 3.0 – March 2017

Site Service Mobile Solutions

  • Mobile Solutions for all departments
  • Bread crumb tracking can be used to maximize efficiency on routes
  • Uses disconnected mode to ensure data integrity
  • Collect signatures on tickets
  • Mechanics can take pictures that are then attached to the dispatch and account
  • Tracks Expenses
  • Tracks Parts
  • Teams on one ticket
  • User can create Follow Ups or Shut Downs
  • Mobile Dashboard used on the office tracks
    • Maps the location of all active mechanics –
    • Tracks each service ticket:
      • Created
      • Sent to phone
      • Viewed on phone
      • Start on phone
      • Completed on phone
      • Returned to office dispatch board
    • Provides text messaging boards per mechanic/employee that keeps all text streams
  • MD has 5 Ticket Types. All ticket types mimic the Site Service back end process.
    • Maintenance
      • has device specific task check lists for the mechanics to follow
      • Maintenance allows for current and prior month tickets
    • Service (hourly) tickets – dispatched from your office.
      • Mechanics is texted that they have a new ticket
      • Mechanic retrieves tickets as they work
    • Repair and Modernization – 
      • jobs are setup and scheduled in Site Service and sent to the phones on a daily basis
      • Jobs can have phases and phase items for detailed tracking
    • Ticket on the Fly – field tickets that are entered and defined by the mechanic.  Great for night and weekend work.
  • Meals feature allows mechanics to log out for lunch and then log back in
  • All field tickets are safely stored and legal document of record
  • Tickets easily retrieved  from secure web storage
  • Tickets can be spruced up for customer statements

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Maintenance Department

  • NEW – Automated generation and emailing of Maintenance Invoices
  • Auto-Documents creates Maintenance Contract documents and tracks them
  • Upon approval, contracts created using wizard
  • Multiple contracts per building
  • Coverage at the device level
  • Contract Holds allow for giving customers x months of free maintenance
  • NEW – Master Contracts allows the combination of many contracts into one master contract for billing.
  • Automated Mark-ups feature – automatically marks up contracts due for markup.
  • MC module has been added to our document tracking system FILER
  • Routes can be broken into Territories and Zones
  • Route Mapper allows easy viewing of Maintenance routes on a map
  • Route Summary – displays a summary of the maintenance visits by route

Service Department

  • NEW – Emailing of Maintenance and Service Invoices
  • Complete incident tracking – call center and mobile
  • Call center records all calls, even those not answered
  • Task based tickets – multiple tasks can be assigned per ticket
  • Team based tickets – up to 50 mechanics and helpers can be assigned per ticket
  • Call center and mobile give dispatchers and mobile mechanics 1 full year of dispatch history to review, by building and by device

Repair Department

  • Complete integration to Violations and Inspections
  • Proposal Wizard produces quick and accurate proposals
  • Proposal tracking by
    • Proposal Class
    • Sales Person
    • Supervisor
  • Document tracking with revisions
  • Complete Job Costing by Job
  • Tracks balance-to-bill and balance-to-pay ensuring complete billing and payment
  • Complete FILER integration allows documents of all types to be attached by job

Tired of reading? Request a Demo!

Inspections and Violations Department

  • Completely overhauled NYC DOB inspections tracking
    • automatic emailing at all major contact points in the inspection process
    • All DOB forms are available
    • Tracks all vital dates with email warnings to managers
    • Process server allows for automatic notifications
  • Test pricing at many levels:
    • Device
    • Device Type
    • Building
    • Customer
    • Management Company
    • Test Default
  • Multiple Notification Letter configurations
  • Tracks NYC DOB and other jurisdictions
  • Violations – includes
    • ECB violations with all years of deficiencies
    • PVT violations with all years of deficiencies
    • All DOB forms included
    • Process step tracking

Modernization/Construction Department

  • Multiple methods allowed for Bid Creation
  • Track jobs by separate phases and items
  • Tracks job percent complete daily using mobile – know when you are falling behind before it gets out of hand!
  • Complete job costing with 3 views – standard, accrual, cash
  • Two Change Order methods
    • Simple dollar adjustment
    • Sophisticated Change Order Phases
  • Create month end Earned Revenue report with one click
  • Complete WIP accounting

Call Center

  • Tracks all labor costs and incidental materials.
  • Employee Explorer
  • Full integration to Payroll
  • Multiple advanced features
    • Follow-up to repair proposal to dispatch board
    • Mechanic recommendations tracking
    • Excessive call tracking with Manager notifications
    • Automated night reports
  • Survey tracking
  • Account Features
    • Put accounts on hold
    • Warning to dispatchers regarding overdue bills
    • Notification to dispatchers regarding other open items

Account Analysis

  • Analysis by Building, Customer, Management Owner
  • Analysis by month, quarter, year
  • Process server allows automatic report generation and distribution

Add-Ons & Other Features

Only Site Service Software provides even more; more features, add-ons, and expansions to custom-tailor the suite to fit your unique needs.

      • Scheduler
      • Filer
      • Email Tracker
      • Route Mapper
      • Mobile Dashboard

Technical Concerns

We’ve got you covered. Our professional  IT Personal are highly experienced is the latest Microsoft IT suite of products.

      • Network architecture
        • Webhosting
        • Client/server
        • Subscription based

Additional Areas

      • Accounting and Banking
        • World class accounting system with multiple features
        • Multiple Financial Reporting options
        • Banking
          • Safe Pay
          • Electronic reconcile
      • Purchasing and Inventory
        • Powerful purchasing option with Document Attach
        • Powerful Inventory tracking
      • Human Resources and Payroll
        • Complete HR module
        • Complete Payroll Module
      • Fix Asset Management

Now that you’ve read the list of features… Request a demo during one of our trade shows, or if you’re not attending any upcoming events, please request a GoTo Meeting.
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SS with Microsoft Dynamics GP

ESS with Microsoft Dynamics GP is our flagship product. ESS core is seamlessly integrated with the very powerful Dynamics GP accounting system to provide all the functionality you might need. Site Service Software, Inc. is an authorized integration develo… more…

Site Service Core

ESS is our primary software offering and when combined with our mobile solutions has all of the features that you need to successfully manage your company.  ESS comes in three versions all of which share the ESS core functionality. The ESS core puts all … more…

Mobile Solutions

Site Service Software Mobile is fully compatible with iOS 10.3.1ESS is our primary software offering and when combined with our mobile solutions has all of the features that you need to successfully manage your company.  ESS comes in three versions all of which share the ESS core functionality. The ESS core puts all … more…

ESS Stand Alone

ESS has a stand-alone option whereby all of the ESS features are available to track your day to day operations.… more…