Free lift AMC planning workbook

Lift AMC visit and renewal tracker in Excel

An AMC may cover two lifts at one site and only one at another. A breakdown call can arrive on the same day as a planned visit. This workbook helps the office keep contract coverage, planned obligations, completed visits and renewal follow-up separate, so one record cannot silently stand in for another.

Get the free templates

Direct downloads · No form or account required

Fictional dashboard using an as-of date of 4 November 2026. Illustrative technician scene

Download

Choose the format you need

XLSX

Blank editable tracker

Ten tabs with blank working records, an example guide and a user-set as-of date.

Download XLSX

XLSX

Fictional filled example

See two covered lifts, planned visits, a breakdown and the renewal dashboard.

Download XLSX

Illustrative example

What the tracker flags on 4 November 2026

The fictional sample uses 4 November 2026 as its as-of date. The AMC ends on 31 December 2026, leaving 57 days. The team chose a 60-day renewal window, so the contract needs follow-up. The planned visit due on 3 November is overdue; the one due on 4 November is due today.

Contract: AMC-2026-017 · 1 Jan–31 Dec 2026 · 57 days remaining
Renewal: Due for follow-up under a user-set 60-day window
Overdue obligation: PLAN-001 · 3 Nov 2026 · not completed
Due today: PLAN-002 · 4 Nov 2026 · not completed
Duplicate service logs: Two completed entries for PLAN-003 count as one planned visit
Breakdown event: Logged separately; does not complete a planned AMC visit

What to record

Which records should the AMC tracker keep separate?

The workbook is an office planning tool. It is not a substitute for a signed contract, technician report or maintenance logbook.

Coverage and contract

Keep customer site, lift ID, contract dates, covered units and agreed visit dates together. Enter the actual contract terms; the workbook does not assume a universal interval.

Planned visit and evidence

Give every obligation a unique planned ID and due date. Reference completed visit logs and reports by ID; duplicate logs must not inflate completion counts.

Renewal pipeline

Choose the follow-up window, assign an owner and record a renewal stage. A renewal reminder is distinct from a signed successor contract.

Use the template

How to start using the visit and renewal tracker

Set the as-of date in the blank workbook. Use the separate fictional workbook only to learn how the rows and dashboard work.
Add each site and lift once; then enter the contract and exactly which lift IDs it covers.
Create planned visit rows from the agreed schedule. Do not treat a breakdown callback as a planned visit unless the contract and your process explicitly allow it.
Record completed visit evidence by planned ID and review overdue, due-today, missing-date and duplicate-ID flags.
Assign renewal follow-up before expiry and record the outcome separately from contract status.

The workbook flags dates and record mismatches; it does not verify that an engineer attended, that work met the contract, or that a lift is safe or compliant. Your team must review the source evidence and local obligations.

Choose the right record

How this resource fits the lift service workflow

The tracker manages future obligations and renewals by contract and covered lift. The service report records what happened during one visit. The logbook preserves each lift’s history. Link all three with stable lift, plan and report IDs; never mark a planned visit complete from a breakdown entry alone.

KaryaFlow workflow

Planning lift AMC work in KaryaFlow

KaryaFlow can keep customer sites, installed lifts, AMC contracts and job history connected. The office can schedule and assign service work, and technicians can record their visit details on the job.

Your office still checks the signed agreement, enters the actual visit dates and scope, reviews completed evidence and follows up on renewals. The Excel tracker is an independent planning aid; it does not send reminders, renew contracts or certify compliance by itself.

Explore KaryaFlow for elevator teams

Common questions

Questions lift service teams ask

Does a breakdown call count as a planned AMC visit?

No. The example logs breakdowns separately. Review your actual contract and process if a visit could satisfy more than one obligation; do not let the spreadsheet infer that automatically.

How does the tracker count two logs for the same planned visit?

It counts the unique Plan ID once when a completed planned-AMC log matches the same lift. Duplicate evidence rows do not increase the completed-obligation count.

Does a renewal reminder extend the AMC?

No. A follow-up stage is separate from contract coverage. Record a signed successor contract with its own dates and reference if the customer renews.

Related resources