Lift & Escalator Servicing
Lift Sales, Contracts & Customer Service skills assessment
Sales and service teams keep customers informed and contracts running. This scorecard covers quoting, contracts, callouts, communication and reporting.
- 10 skills to score
- 1–10 scale on every skill
- 5 starting levels
The 10 Lift Sales, Contracts & Customer Service skills you can score
These are the default Lift Sales, Contracts & Customer Service skills in SkillScorer. Each one is scored from 1 to 10 for every technician, and you can edit, remove or add skills at any time.
Service Contract Quoting and Renewals
Prepares accurate service contract quotes and manages renewals so customers see value in continuing.
Modernisation and Repair Sales
Explains the benefits of repairs and modernisation and helps owners decide with confidence.
Callout Coordination and Response Times
Dispatches technicians promptly and keeps callout response times within contract commitments.
Customer Reporting and Communication
Keeps customers informed with clear reports on service visits, faults and planned works.
Complaint and Entrapment Follow-Up
Follows up complaints and entrapments quickly, explains what happened and what will change.
Building Manager and Strata Relationships
Builds trusted long-term relationships with building managers, owners and strata committees.
Compliance Reminders and Documentation
Reminds customers of inspection and certification deadlines and supplies the required documentation.
Invoicing and Account Management
Invoices accurately and manages accounts and disputes courteously.
Contract Terms and Liability Awareness
Understands contract terms, exclusions and liability so promises made to customers can be kept.
CRM and Service Software
Uses CRM and service management software to record contacts, jobs and follow-ups.
Levels included with Lift Sales, Contracts & Customer Service
Lift Sales, Contracts & Customer Service starts with 5 levels, which SkillScorer calls “Grade” for lift & escalator servicing, so technicians can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Coordinator
- Sales Executive
- Account Manager
- Service Manager
- Commercial Manager
How Lift Sales, Contracts & Customer Service works in SkillScorer
Score
Each technician in a route is scored on the Lift Sales, Contracts & Customer Service skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank technicians, compare two side by side, or compare your routes against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Lift Sales, Contracts & Customer Service skills need attention. Reports also follow each lead technician's route.
Lift Sales, Contracts & Customer Service scorecard: common questions
What skills does the Lift Sales, Contracts & Customer Service scorecard include?
SkillScorer's Lift Sales, Contracts & Customer Service scorecard covers 10 skills: Service Contract Quoting and Renewals, Modernisation and Repair Sales, Callout Coordination and Response Times, Customer Reporting and Communication, Complaint and Entrapment Follow-Up, Building Manager and Strata Relationships, Compliance Reminders and Documentation, Invoicing and Account Management, Contract Terms and Liability Awareness and CRM and Service Software. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are technicians scored in Lift Sales, Contracts & Customer Service?
Every technician is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one route and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Lift Sales, Contracts & Customer Service?
Lift Sales, Contracts & Customer Service starts with these levels (called “Grade” in the app): Coordinator, Sales Executive, Account Manager, Service Manager and Commercial Manager. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Lift Sales, Contracts & Customer Service skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In lift & escalator servicing the app talks about technicians, routes and lead technicians, and you can change any of those words too.
Score Lift Sales, Contracts & Customer Service with SkillScorer
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