Lift Owner’s Guide — Ask for the annual cost breakdown
Replace the square brackets before sending.

Subject: Annual lift budget — [building / lift reference / budget period]

We are preparing the budget for [start date] to [end date]. Please confirm:

1. The maintenance fee, equipment covered, planned visit programme and any price change during this period.
2. Which breakdown attendance, labour, travel, parts and return visits are included, and which are charged separately.
3. The charges for excluded call-outs, including out-of-hours attendance and any minimum charge.
4. Whether examination fees, associated engineer attendance, alarm connection and monitoring are included or separate.
5. Known repairs or recommended work: the evidence, urgency, restrictions on use, written quote and intended timing for each item.
6. Any other recurring charges, exclusions, approval limits or assumptions we should record.

Please state the VAT basis and whether each figure is a firm quote, an estimate or still to be confirmed. Flag anything already included elsewhere so we do not count it twice.

Our call-out assumption for comparison is [number and type of chargeable events, based on stated history or scenario]. Please explain what each quote would charge for that same scenario; this is not a prediction of faults.

Please reply by [date]. This request does not authorise work or change any safety instruction or defect deadline.