Your Shop Desk
Stairlifts · Custom Shop Desk CRM

A Custom CRM for Stairlift Dealers and Installers

Most stairlift calls come from a worried son or daughter, not the person who will ride it. Your desk would keep the family, the stair measurements and the install on one record, and answer fast when a parent is coming home soon.

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A Shop Desk set up the way a stairlifts business would run it
A Shop Desk set up the way a stairlifts 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 Stairlifts Words

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

  1. 01Call
  2. 02Home Assessment
  3. 03Quote
  4. 04Rail Order
  5. 05Install
  6. 06Rider Training
  7. 07Paid

A stairlift install on your desk hangs off the home and the person riding it.

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

  • Straight or curved stair
  • Rail length and measurements
  • Rider weight and needs
  • Family contact who decides
  • Power outlet location
  • Service plan
Where it leaks

Where Stairlifts Businesses Lose Work

The Caller Is Not the Decider

A daughter calls, but her brother pays and mom has to agree. If you only have one name and number, the quote stalls in a family group text you cannot see.

Curved Rail Orders Waiting on Numbers

A curved rail is built from the measurements your assessor took. One missing photo or reading means a second trip and a family that keeps waiting.

Service Calls Nobody Books

Batteries wear out and rails need a check. If nobody reaches out after the first year, the service work and the referrals go to someone else.

What we would build

Fitted to How You Already Work

  • Every Family Member on the Record

    Add the rider, the caller and whoever signs, each with their own contact. Quotes and updates go to the right people, with consent and opt outs set up with you.

  • An Assessment Card Built for the Stairs

    Your assessor fills in step count, landings, turns and outlet spots with photos from their phone. The rail order starts from that card, not from a notebook.

  • Fast Replies When It Is Urgent

    A missed call gets a text back in your voice, day or night, asking when the rider needs the lift. The lead lands on your board marked with that date.

  • Service Reminders That Run Themselves

    Every install starts a clock for battery checks and yearly service. The customer gets a reminder and books from a link.

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Questions

What Stairlifts Owners Ask

Can it handle rentals and buyback units?
Yes, if you offer them. A rental can carry its start date, monthly amount and pickup date, and a buyback unit can be tracked until it goes back out.
Will it store medical details about the rider?
No medical records or diagnoses go on screen. We keep what the install needs, like weight and whether they sit or stand, and set up who can see it with you.
Can my installers see the job on their phone?
Yes. The job card shows the address, rail type, photos from the assessment and the steps for the install. They add finish photos before they leave.
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 Stairlifts Business Runs

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

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