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Adding a document manually lets you create a single record by typing its details instead of uploading a file. Use this article when you have the information but not the paperwork — or when the record exists only in another system. For each type, Lift AI opens a dedicated form with the fields it needs.
Adding documents is limited to the consultant role. The Upload Document button does not appear for other roles.

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When to add manually vs. upload a PDF

If you have the source PDF, upload the document instead. Uploading lets you tag each page, file several records from one file, and keep the original attached. Add manually when there’s no file to upload, when you only need to capture a record’s key details, or when you’ll attach the paperwork later.

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Open the Add Manually menu

1

Start an upload

Select Upload Document in the top bar, on the right. The Add to Property dialog opens.
2

Choose a type

Under Add Manually, pick the type you want to add: Invoice, Ticket, Proposal, Certificate, Violation, or Inspection Report. The matching form opens.
Two of these types have their own articles. For Ticket, see Create a ticket. For Certificate, see Upload a certificate. The rest are covered below.

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Invoice

Choosing Invoice opens the Add Invoice form. It has a General section and an Items section.

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General

  • Date — the invoice date.
  • Invoice # — the invoice’s identifier.
  • Property — the property the invoice is for. Choosing a property determines which lifts and service providers you can select.
  • Consultant — the consultant the invoice is assigned to.
  • Type — the kind of invoice, such as maintenance.
  • Cars Serviced — the lifts the work covered. The options come from the property you chose. The label follows your locale: Cars Serviced in the US, Lifts Serviced in the UK.
  • Service Provider — the provider who issued the invoice. The list is scoped to the chosen property.
  • Description — optional free text.

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Items

  • Line Items — itemize the charges. The Invoice Amount total updates automatically as you enter line-item amounts.
Select Save to file the invoice. It lands in Spending, ready for review — see Review an invoice.

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Proposal

Choosing Proposal opens the Add Proposal form. It uses the same layout as the invoice form, with the labels worded for a proposal — Proposal # and Proposal Amount — and the same General and Items sections: date, property, consultant, type, Cars Serviced, service provider, description, and line items. A saved proposal also appears in Spending for review.

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Inspection Report

Choosing Inspection Report opens the Add Inspection Report form. It has an Inspection Details section and a Violations section.

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Inspection Details

  • Property — the property that was inspected. This determines which cars you can select.
  • Car Inspected — the lift the inspection covered.
  • Date of Inspection — when the inspection happened.
  • Type — Periodic Inspection, Compliance Inspection, or Other. Choosing Other adds a Custom Type field.
  • Status — Passed, Failed, or Shutdown.
  • Inspector Name — who performed the inspection.
  • Comments — optional free text.

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Violations

Use + Add Violation to record any violations the inspection found. Each one captures a Code, Location, Date Open, Correction Due, Responsibility (Owner, Service Provider, or County), and Description. Remove a violation with the trash icon next to it. Select Save to file the report against the unit.

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Violation

Choosing Violation opens the Add Violation form with a Violation Details section.
  • Property — the property the violation is against. This determines which cars you can select.
  • Car — the lift the violation is cited against.
  • Violation Code — the cited code.
  • Location — optional, where on the unit it applies.
  • Date Open — when the violation was opened. It cannot be in the future.
  • Correction Due — the deadline to correct it. It cannot be earlier than the open date.
  • Responsibility — optional: Owner, Service Provider, or County.
  • Description — what the violation is. It must be at least 10 characters.
Select Save to file the violation. It appears in Compliance, attached to the unit.

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Supporting Data

Supporting data is backup paperwork — a work order, a service report, or another page that supports an existing record rather than standing on its own. It isn’t created from scratch on the Add Manually menu; instead, you reach the Other Supporting Data form while uploading a PDF, when you tag a page as Supporting Data. The form has a General section with a single field that links the page to an existing record:
  • Related to Invoice or Proposal # — attach the page to an invoice or proposal.
  • Related to Ticket # — attach it to a ticket.
  • Related to Certificate — attach it to a certificate.
  • Related to Inspection Report — attach it to an inspection report.
Which field you see depends on the record type you’re attaching to. Select Save to attach the page as backup to that record.