What to expect when moving to a Digital Inspection Platform.

We get it—switching to a digital inspection platform can feel overwhelming. Many new clients worry they need advanced computer skills to get started, but they’re often pleasantly surprised to find out that’s not the case.

At LiftSpec, we take care of the technical setup, so you don’t have to. All we need from you is some basic information that you likely already have.

To make things easier, we’ve put together this guide to explain:
✅ How the platform works
✅ What you need to get started
✅ Common terms you’ll come across

Let’s dive in!

How It Works

The LiftSpec platform is built specifically for inspectors and their companies. It provides a flexible framework that can be applied to various types of industrial equipment inspections, such as:
🔹 Lifts
🔹 Cranes
🔹 Compressors
🔹 Generators
🔹 And more!

The system consists of:
📱 A customizable mobile app for entering inspections
💻 A web application for managing and reviewing inspections
📄 An automated report generator that compiles and delivers professional inspection reports

The Process Is Simple:

1️⃣ Inspectors enter results into the mobile app using a phone or tablet.
2️⃣ Once completed, they submit the inspection, which is instantly uploaded to the web platform.
3️⃣ The inspection is immediately accessible to your team through any web browser.
4️⃣ At the same time, the report generator processes the data and emails your customer a final report via a simple web link.

That’s it! While there are a lot of moving parts behind the scenes, we handle all the complexity, so you don’t have to.

What Do You Need to Get Started?

1. Inspection Content

The first step is to provide us with your inspection content—the line-by-line inspection items specific to your industry or equipment type.

✅ Already have an inspection checklist? Great! Simply send it to us.
❌ Need to create or update one? No problem! You may want to reference:
🔹 Industry standards (ANSI, SAE, or other applicable guidelines)
🔹 Manufacturer instructions for specific equipment

Even if you have an existing checklist, it’s always a good idea to review industry standards and update your content as needed.

2. Branding

Branding makes the platform feel like part of your company. At a minimum, we require:
✅ Your company logo (for the web app and customer reports)

You can also customize:
📧 Customer Emails – After each inspection, customers automatically receive an email with their report. You can personalize this email with links to:
🔹 Your website
🔹 Your Google Reviews page
🔹 Your scheduling system

💌 Custom Email Address – While reports are sent from info@liftspec.com by default, we can integrate your own email address (e.g., inspections@yourcompany.com).

Branding is a simple yet powerful way to stand out from competitors and reinforce your business identity.

3. Technology

A common question we get is: “What type of device should I use?”

✅ Cloud-Based System – Access your data from any web-connected device
✅ Mobile App on iOS & Android – Works on both platforms seamlessly
✅ Light & Efficient – Runs smoothly on any modern smartphone or tablet

💡 Our Recommendation: Use a tablet instead of a phone. It’s easier to read, enter data, and looks more professional when presenting reports to customers.

4. Additional Productivity Features

Going digital opens the door to endless possibilities beyond just inspections. Here are some custom add-ons we’ve built for clients:

🛠️ Parts Selector – A dropdown list where inspectors can select parts for quoting and ordering. The list can be easily updated via an Excel file.

⚙️ Preventative Maintenance Checklists – A built-in checklist for preventative maintenance tasks, automatically sorted by equipment type and added to the report.

📋 Customer Lists – A dropdown menu to autofill customer details, keeping customer records consistent across all platforms.

📊 Customer Feedback Surveys – Add a rating system at the end of inspections to collect instant feedback. If a low rating is given, it can trigger an alert for follow-up.

These customizations help streamline operations, increase customer engagement, and improve overall efficiency.

Getting Started is Simple

As you can see, all you need to get started is:
✅ Your inspection content
✅ Your company branding
✅ A compatible mobile device (tablet recommended)

We also provide initial team training and detailed help videos on our website to ensure a smooth transition.

Common Terms You’ll Come Across

📱 Mobile Application – The app where inspectors enter and submit inspection results.

💻 Web Application – A cloud-based platform where teams review, edit, and manage inspections.

📄 Report Generator – The system that creates, stores, and sends professional inspection reports.

🔗 Web Link – The clickable link that gives customers instant access to their inspection report.

☁️ Cloud-Based – A system that stores all data securely online, so there’s no need for local servers.

🚗 Switching to a digital inspection platform doesn’t have to be complicated. At LiftSpec, we make the transition seamless, intuitive, and efficient.

💡 Let’s make inspections easier—together!