Your Shop Desk
Home Warranty · Custom Shop Desk CRM

A Custom CRM for Home Warranty Companies

A home warranty lives or dies on the claim. The homeowner has a broken water heater and wants to know who is coming and when. Your desk would take the claim, pull up the plan, send it to the right contractor and keep the homeowner in the loop until it closes.

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A Shop Desk set up the way a home warranty business would run it
A Shop Desk set up the way a home warranty 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 Home Warranty Words

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

  1. 01Claim Filed
  2. 02Plan Check
  3. 03Service Fee
  4. 04Dispatch
  5. 05Diagnosis
  6. 06Repair Approval
  7. 07Closed

A claim on your desk hangs off the plan and the home.

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

  • Plan and coverage tier
  • Item and issue
  • Service fee paid
  • Assigned contractor
  • Approved repair amount
  • Renewal date
Where it leaks

Where Home Warranty Businesses Lose Work

Claims Waiting on a Contractor

A claim sits because the first contractor never accepted it. The homeowner calls twice, then posts a review.

Repair Approvals Stuck on Hold

The tech needs an okay on a repair and waits on the phone. Every hour on hold costs the contractor and sours the relationship.

Renewals That Lapse Quietly

A plan ends and nobody reaches out. The homeowner who had a good claim was your easiest renewal.

What we would build

Fitted to How You Already Work

  • Claim Intake Any Hour

    Homeowners file a claim by text, call or web form, day or night, and get an answer in your voice. The claim lands on your board with the plan attached.

  • Contractor Dispatch With a Clock

    Each claim goes to a contractor in your network with a time to accept. If nobody takes it, the board shows it before the homeowner calls.

  • Approvals From the Tech's Phone

    Contractors send the diagnosis, photos and a repair amount from the job. Your team approves or declines on screen and the tech gets the answer right away.

  • A Claim Page for the Homeowner

    The homeowner sees who is coming, when, and what was decided. Fewer calls to your line asking for an update.

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Questions

What Home Warranty Owners Ask

Can it decide what the plan covers?
No. It shows the plan tier, the item and your team's notes, but coverage calls stay with your people. We set up who can approve what with you.
Can contractors in my network use it?
Yes. Each contractor sees only the claims sent to them, with the details they need. They accept, update and send photos from their phone.
Can it handle plans sold at a home closing?
Yes. Each plan can show where it came from, like an agent or a direct sale, with its start date and renewal clock. You see which agents send the most plans. Consent and opt outs for renewal messages are set up with you.
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 Home Warranty Business Runs

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

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