Your Shop Desk
Mobility Equipment · Custom Shop Desk CRM

A Custom CRM for Mobility Equipment Dealers

For dealers selling and servicing power chairs, scooters and lifts. Yours would chase the paperwork that holds up orders, capture every doorway and ramp before delivery and keep the service calls moving.

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

Shown: Lumenara Med Spa, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Mobility Equipment Words

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

  1. 01Inquiry
  2. 02Home Visit
  3. 03Paperwork
  4. 04Approved
  5. 05Ordered
  6. 06Delivered
  7. 07Paid

A power chair order on your desk hangs off the customer and their home.

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

  • Chair or scooter wanted
  • Cash, insurance or Medicare
  • Paperwork status
  • Home access notes and photos
  • Delivery date
  • Service history
Where it leaks

Where Mobility Equipment Businesses Lose Work

Paperwork Stuck at the Doctor's Office

The order can't move until the right forms come back. Nobody follows up, and the customer thinks you forgot them.

Deliveries That Don't Fit

The chair arrives and the doorway is too narrow or there's no ramp. A second trip costs you a day.

Repair Calls That Sit

A customer calls about a dead battery or a stuck joystick. Without a clear schedule, they wait a week and tell everyone about it.

What we would build

Fitted to How You Already Work

  • A Paperwork Chase Board

    Every order shows which forms are still out and who has them. The desk reminds your team to follow up.

  • Home Access Notes and Photos

    Doorway widths, steps and ramp needs are captured on the home visit from a phone. The delivery crew sees them before they load the truck.

  • Service and Battery Visits

    Repair calls go on the schedule with the right tech and parts. Customers get a text when the tech is on the way.

  • Access Set by Role

    We set up who sees what with you, along with consent and opt outs. Medical records stay with the prescriber.

Start your project

Questions

What Mobility Equipment Owners Ask

Can it track paperwork from the doctor's office?
Yes. Each order lists what is still needed and when you last asked. You see stuck orders at a glance.
Can my delivery crew see the home access notes?
Yes. Notes and photos from the home visit are on the job card on their phone.
Does it handle repairs too?
Yes. Service calls go on the same schedule as deliveries, with parts and notes on the job card.
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.

Tell Us How Your Mobility Equipment Business Runs

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