Custom Reports, Proposals and Invoice Linking, Contract editing and more!

September 26, 2024

We’re excited to share a suite of new features and services designed to enhance your experience with eAMP, making it more powerful and tailored to your needs. From improved invoice and proposal management to AI-driven insights and custom interactive reporting, these updates provide greater flexibility, efficiency, and data-driven decision-making for you and your clients. Read on to discover how these enhancements can help streamline your workflow and optimize your elevator asset management.

Custom Interactive Reports for you and your clients

We're excited to offer a new custom interactive reporting service designed to provide deeper insights tailored to your needs!

Our team works closely with you to understand the specific data you and your clients want to highlight, crafting interactive reports that are delivered at your preferred cadence—be it monthly, quarterly, or weekly. These reports transform data from our platform into an interactive site that presents the key information you need for decision-making and other critical tasks.

This service allows you to process and showcase the most relevant data in a way that truly supports your goals.

Invoices and Proposals linking and Custom Savings

We've renamed the 'Invoices' tab to 'Spending' and separated Invoices and Proposals into two distinct tables. This change allows for a clearer, more organized view of your financial activities, aligning with our goal of providing a comprehensive Portfolio Management experience.

You can now link invoices to proposals, offering better tracking and management of your projects. Additionally, consultants can manually edit savings to reflect any adjustments made after proposals are sent.

Edit Contract Summary Details

Now, you'll have the flexibility to edit contract summary details and even add your own custom summary items. This enhancement allows you to keep track of the key aspects of your contracts more accurately, ensuring that all important updates and details are captured as your projects evolve. This improvement is designed to give you greater control and customization, making contract management more efficient and tailored to your needs.

Identifying the Problem Type of Callbacks using AI

We're introducing a powerful AI-driven feature that automatically identifies the Problem Type for each Callback Ticket as part of our maintenance data upload service. By analyzing the Problem Description and Work Performed, our AI accurately categorizes issues, allowing you to quickly identify trends in your equipment without the hassle of manually processing maintenance data. This enhancement makes it easier to gain insights into recurring problems, helping you make more informed decisions about your equipment's performance and maintenance needs.

September 26, 2024
Published by
Daniela Fernandez
Head of Product
Category

Share

Blogs recomendados
May 17, 2024
New KPIs, Client Portal Enhancements, and More in eAMP
Read post
January 16, 2024
Elevate Client Satisfaction with LiftAI eAMP's Client Portal + Portfolio KPI's
Read post
September 29, 2023
Introducing New Features in LiftAI AMP: Enhanced Invoice and Proposal Management, and Smart PDF Handling!
Read post
September 11, 2023
Exciting Updates in LiftAI AMP: Enhancements to Call Back Tickets and Document Upload Flow!
Read post
August 21, 2023
🚀 New Enhancements to LiftAI AMP: Smoother Navigation and Enhanced Document Management! 🚀
Read post
August 14, 2023
🎉 Introducing Exciting New Features for LiftAI AMP: Elevating Your Asset Management Experience! 🎉
Read post
July 17, 2023
Release Notes: V.1.3 - 07/18/2023
Read post
July 10, 2023
Release Notes: V.1.2 - 07/10/2023
Read post
June 22, 2023
Elevator Invoice Review System is now Live!
Read post
May 2, 2023
Lift AI Unveils a New Website and Exciting Initiatives in the Elevator Industry
Read post
April 27, 2023
Get Connected Faster: Lift AI's New Sensor Unit Onboarding
Read post
This is some text inside of a div block.

Heading

Leer más