# LiftAI Help Center

## Docs

- [Log out of LiftAI](https://help.liftai.com/account/log-out.md): How to sign out of LiftAI from the sidebar or the command palette.
- [Manage customer accounts](https://help.liftai.com/account/manage-customer-accounts.md): How a group admin manages customer accounts under Admin.
- [Manage users in your organization](https://help.liftai.com/account/manage-users.md): How a group admin adds and manages users from the Admin area.
- [Update your profile](https://help.liftai.com/account/update-your-profile.md): Where to change your name, email, or notification preferences in LiftAI.
- [Ask the Lift AI assistant a question](https://help.liftai.com/assistant/ask-the-assistant.md): How to open the Lift AI assistant from the top bar to ask about your portfolio, tickets, or how to use LiftAI.
- [What the Lift AI assistant can and can't do](https://help.liftai.com/assistant/assistant-capabilities.md): The kinds of questions the Lift AI assistant answers and its current limits.
- [Manage affidavits and compliance documents](https://help.liftai.com/compliance/affidavits-and-documents.md): How to handle multi-page compliance paperwork per unit.
- [Check certificate and violation status across your portfolio](https://help.liftai.com/compliance/compliance-dashboard.md): How to read the Compliance dashboard — open violations, and expiring and expired certificates.
- [Filter the compliance table](https://help.liftai.com/compliance/filter-compliance.md): How to narrow the compliance view by property, service provider, jurisdiction, or certificate status.
- [Add and review an inspection report](https://help.liftai.com/compliance/inspection-reports.md): How to record an elevator inspection, set its result, and link any violations found.
- [Resolve a violation](https://help.liftai.com/compliance/resolve-a-violation.md): How to update a violation's status and document its resolution.
- [Track an elevator's certificate](https://help.liftai.com/compliance/track-a-certificate.md): How to monitor certificate expiration dates and inspection pass/fail by unit.
- [Upload a certificate](https://help.liftai.com/compliance/upload-a-certificate.md): How to add a certificate document to a unit's compliance record.
- [How contracts power invoice AI review](https://help.liftai.com/contracts/contracts-and-ai-review.md): Why an accurate, complete contract lets the AI invoice review catch overcharges.
- [Edit a contract](https://help.liftai.com/contracts/edit-a-contract.md): How to update a contract's details and terms.
- [Find a service contract](https://help.liftai.com/contracts/find-a-contract.md): How to search Contracts by name, vendor, or property.
- [View contract details](https://help.liftai.com/contracts/view-a-contract.md): How to open a contract to see its terms, vendor, and covered properties.
- [Dispute an invoice charge](https://help.liftai.com/disputes/dispute-an-invoice-charge.md): When and how to open a dispute with a vendor over an incorrect charge on an invoice.
- [Draft and send a dispute email](https://help.liftai.com/disputes/draft-and-send-dispute-email.md): How the AI-drafted dispute email works and how to edit, attach files to, and send it to the vendor.
- [Send a follow-up on a stalled dispute](https://help.liftai.com/disputes/follow-up-on-dispute.md): How to chase a non-responsive vendor and what the follow-up limit and stalled-dispute indicators mean.
- [Handle a vendor's adjusted invoice](https://help.liftai.com/disputes/handle-adjusted-invoice.md): What to do when a vendor sends a corrected invoice during a dispute and how it links to the original.
- [Resolve a dispute and record savings](https://help.liftai.com/disputes/resolve-a-dispute.md): How to close a dispute as resolved and what each resolution type and the recorded savings mean.
- [Track and categorize a vendor's response](https://help.liftai.com/disputes/track-vendor-response.md): How vendor replies appear in the dispute timeline, how the AI categorizes the vendor's position, and how to confirm it.
- [Withdraw or reopen a dispute](https://help.liftai.com/disputes/withdraw-or-reopen-dispute.md): How to close a dispute without resolution, and how to reopen a dispute that was already closed.
- [Add a document manually](https://help.liftai.com/documents/add-a-document-manually.md): How to enter an invoice, proposal, inspection report, violation, or supporting data by hand when you don't have a PDF to upload.
- [Upload a document](https://help.liftai.com/documents/upload-a-document.md): How to bring invoices, tickets, proposals, certificates, and other documents into Lift AI from a single PDF, tagging each page with its type.
- [Set up your account from an invite](https://help.liftai.com/getting-started/accept-invite.md): How to activate your LiftAI account from an invitation email and set your password.
- [Get help and contact support](https://help.liftai.com/getting-started/get-help.md): How to reach the LiftAI team with Request Support, and when to ask the Lift AI assistant instead.
- [Key terms: properties, lifts, and cars](https://help.liftai.com/getting-started/key-terms.md): What LiftAI means by property, elevator/car, bank, and other core terms.
- [Log in to LiftAI](https://help.liftai.com/getting-started/log-in.md): How to sign in to LiftAI at amp.liftai.com with your email and password.
- [Find your way around LiftAI](https://help.liftai.com/getting-started/navigate-liftai.md): A tour of the LiftAI sidebar and top bar so you can find Portfolio, Tickets, Spending, Contracts, Compliance, and more.
- [Reset your password](https://help.liftai.com/getting-started/reset-password.md): How to reset a forgotten password using the link on the login page.
- [Understand your role and what you can access](https://help.liftai.com/getting-started/your-role-and-access.md): What the Consultant, Client, and Service Provider roles can each see and do in LiftAI.
- [LiftAI Help Center](https://help.liftai.com/index.md): How to use the LiftAI platform — getting started, managing your portfolio and tickets, reviewing invoices, disputing charges, and staying compliant. These guides also power the in-app Lift AI assistant.
- [Filter a dashboard](https://help.liftai.com/insights/filter-a-dashboard.md): How to scope a report, when the dashboard includes its own filter controls.
- [Open an analytics dashboard](https://help.liftai.com/insights/open-a-dashboard.md): How to open Insights and load one of your report dashboards.
- [Which reports are available to me](https://help.liftai.com/insights/report-availability.md): How to tell which Insights reports your plan and role include.
- [Request a custom report](https://help.liftai.com/insights/request-a-report.md): How to use Request Insight Template to ask for a new report.
- [Share a dashboard view](https://help.liftai.com/insights/share-a-dashboard.md): How to copy a dashboard link and send it to a colleague.
- [Understand the AI invoice review](https://help.liftai.com/invoices/ai-invoice-review.md): What the AI review's verdict, confidence score, identified savings, and contract-cited findings mean, and how to use them.
- [Why isn't AI invoice review available?](https://help.liftai.com/invoices/ai-review-availability.md): Why the AI invoice review can't run for an invoice and what's needed to enable it.
- [Resolve a duplicate invoice warning](https://help.liftai.com/invoices/duplicate-invoice-warning.md): Why a duplicate-invoice warning appears when you save an invoice and how to confirm or cancel it.
- [Find invoices awaiting your review](https://help.liftai.com/invoices/find-pending-invoices.md): How to use the pending-invoices badge in the top bar to jump to invoices that need your action.
- [Approve, reject, or partially approve an invoice](https://help.liftai.com/invoices/invoice-review-actions.md): What the Approve, Reject, and Partial actions do on an invoice and when to use each.
- [Add notes and attachments to an invoice](https://help.liftai.com/invoices/notes-and-attachments.md): How to leave reviewer notes on an invoice and view its supporting documents.
- [Notify the client about a reviewed invoice](https://help.liftai.com/invoices/notify-the-client.md): After you review an invoice or proposal, email the building owner a notification with a link that opens the reviewed invoice.
- [Request more data on an invoice](https://help.liftai.com/invoices/request-more-data.md): How to send an invoice back for missing information and what the Pending Data status means.
- [Review an invoice](https://help.liftai.com/invoices/review-an-invoice.md): How to open an invoice assigned to you, read its details across the review tabs, and decide how to act on it.
- [Search across your portfolio with the command palette](https://help.liftai.com/navigation/command-palette-search.md): How to press Cmd+K (Ctrl+K) to jump to any property, lift, ticket, contract, or invoice.
- [Filter your view by portfolio, region, or service provider](https://help.liftai.com/navigation/global-filters.md): How to use the top-bar global filters to scope dashboards and lists to specific portfolios.
- [Quick-navigate with the command palette](https://help.liftai.com/navigation/quick-actions.md): How to use the command palette's navigation actions to open Portfolio, Tickets, or Spending instantly.
- [Understand the pending-invoices alert](https://help.liftai.com/notifications/pending-invoices-alert.md): What the pending-invoices badge in the top bar means and how to act on it.
- [Manage product-update emails](https://help.liftai.com/notifications/product-update-emails.md): How to unsubscribe from LiftAI product-update emails.
- [See what's new in LiftAI](https://help.liftai.com/notifications/whats-new.md): How to use the What's New bell in the top bar to read recent product updates.
- [Find your worst-performing properties](https://help.liftai.com/portfolio/bottom-performers.md): How to use the Bottom 5 view to spot properties that need attention.
- [Browse your property portfolio](https://help.liftai.com/portfolio/browse-portfolio.md): How to open Portfolio and see your properties grouped by region and service provider.
- [Edit lift (elevator) details](https://help.liftai.com/portfolio/edit-a-lift.md): How to update a lift's information from the Edit dialog on a property's Elevators tab.
- [Create and organize portfolios](https://help.liftai.com/portfolio/organize-portfolios.md): How to group related properties into a portfolio for oversight and reporting.
- [Open a property's details](https://help.liftai.com/portfolio/property-details.md): How to open a property and use its Overview, Contracts, Elevators, Tickets, and Spending tabs.
- [Read property performance KPIs](https://help.liftai.com/portfolio/property-kpis.md): What the maintenance-completion, callback-rate, and emergency-response metrics on a property mean.
- [View an individual lift](https://help.liftai.com/portfolio/view-a-lift.md): How to open a lift (elevator) from a property's Elevators tab to see its details and history.
- [Take action on a spending item](https://help.liftai.com/spending/act-on-spending.md): How to approve, flag, or open the related invoice from the Spending view.
- [Review your maintenance and repair spending](https://help.liftai.com/spending/review-spending.md): How to open Spending to see invoice costs across your properties.
- [Understand spending categories](https://help.liftai.com/spending/spending-categories.md): How LiftAI groups costs into maintenance, repair, and emergency service.
- [Jump from a spending row to its source records](https://help.liftai.com/spending/spending-to-property.md): How to use the links in a Spending row to drill into the related ticket, invoice, or proposal.
- [What happens after you submit a request](https://help.liftai.com/support/after-you-submit.md): What happens to your support request after you send it and how to follow up.
- [Submit a support request](https://help.liftai.com/support/submit-a-support-request.md): How to use Request Support in the sidebar to send a question, problem, feature request, or billing issue to the LiftAI team.
- [Browse and search service tickets](https://help.liftai.com/tickets/browse-tickets.md): How to open Tickets to see all callbacks, maintenance visits, repairs, and inspections.
- [Create a ticket](https://help.liftai.com/tickets/create-a-ticket.md): How to add a new service ticket and link it to a property and lift.
- [Download a ticket's file](https://help.liftai.com/tickets/download-ticket-file.md): How to get the source document attached to a ticket.
- [Edit a ticket and its fields](https://help.liftai.com/tickets/edit-a-ticket.md): How to update a ticket's details, and the required fields and validation rules.
- [Track maintenance performance from tickets](https://help.liftai.com/tickets/maintenance-performance.md): How tickets feed completion-rate and callback KPIs.
- [Add attachments to a ticket](https://help.liftai.com/tickets/ticket-attachments.md): How to attach and manage documents on a ticket.
- [Check a ticket's data status](https://help.liftai.com/tickets/ticket-data-status.md): How to see whether a ticket's data has been processed and entered.
- [Understand the ticket types](https://help.liftai.com/tickets/ticket-types.md): What each ticket type means: callback, emergency/entrapment, deferred, maintenance, modernization, inspection, and repair.