Your Shop Desk
Generators · Custom Shop Desk CRM

A Custom CRM for Generator Dealers and Installers

When the power goes out, everyone wants a standby generator at once. Your desk catches those leads, tracks the gas, permit and electrical steps through startup, and books the maintenance that keeps each unit ready.

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A Shop Desk set up the way a generators business would run it
A Shop Desk set up the way a generators business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Generators Words

Every generator job moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Site Visit
  3. 03Proposal
  4. 04Permit
  5. 05Install
  6. 06Startup
  7. 07Paid

A generator job on your desk hangs off the home and its generator.

So the card asks for what you actually need, and nothing a generators business would never fill in.

  • Generator size and fuel
  • Transfer switch type
  • Gas meter or tank size
  • Pad and placement
  • Permit and inspection
  • Run hours and service interval
Where it leaks

Where Generators Businesses Lose Work

Outage Leads That Cool Off

Everyone calls during the storm and forgets once the lights come back. If you do not follow up that week, the sale is gone.

Gas and Permit Steps That Stall

The unit is on the pad but the gas meter upgrade is not done. The job sits and the homeowner calls every day.

Maintenance That Never Gets Booked

A generator that is not serviced fails when it is needed most. That call goes to someone else, and so does the next sale.

What we would build

Fitted to How You Already Work

  • Outage Rush Follow Ups

    Every lead during an outage gets a reply in your voice and a planned follow up after the lights come back. Your reps work the list in order.

  • Every Step to Startup on One Line

    Permit, gas, electrical and inspection each get a date. Your board shows which ones are waiting and on whom.

  • A Unit Record for Every Generator

    Model, serial, fuel and run hours stay on the home. Your tech sees the history before driving out.

  • Service Plans That Renew

    Each unit gets a maintenance date and a renewal with a pay link. The desk books it before storm season.

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Questions

What Generators Owners Ask

Can it track the gas utility and permit steps?
Yes. Each step gets its own line with a date and notes. The homeowner can see where things stand on their page.
Can I run repairs on generators I did not install?
Yes. Repair calls create a unit record the first time you visit. From then on the history builds up.
Can it remind customers before storm season?
Yes. You pick the timing and the words. The reminder includes a link to book service.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Generators Business Runs

We will tell you honestly what a desk fitted to it would take.

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