Your Shop Desk
Walk-In Tubs and Showers · Custom Shop Desk CRM

A Custom CRM for Walk-In Tub and Shower Installers

Your buyer is often an older homeowner, and a son or daughter usually has a say. Your desk keeps the whole family in the loop, from the in home visit to the day the new tub goes in.

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A Shop Desk set up the way a walk-in tubs and showers business would run it
A Shop Desk set up the way a walk-in tubs and showers 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 Walk-In Tubs and Showers Words

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

  1. 01Call
  2. 02In Home Visit
  3. 03Proposal
  4. 04Signed
  5. 05Measure and Order
  6. 06Install Day
  7. 07Paid

A tub or shower install on your desk hangs off the homeowner and the bathroom.

So the card asks for what you actually need, and nothing a walk-in tubs and showers business would never fill in.

  • Current tub or shower size
  • Door swing and seat height
  • Grab bar spots
  • Water heater size
  • Who else helps decide
  • Unit model and order date
Where it leaks

Where Walk-In Tubs and Showers Businesses Lose Work

The Family Member Who Was Not There

Mom likes the tub but her daughter wants to see the numbers first. If nobody sends them, the deal stalls for good.

In Home Visits That Fall Through

An appointment booked a week out gets forgotten. Your rep drives across town and nobody answers the door.

A Long Wait With No News

The unit takes weeks to arrive and the homeowner starts to worry. Worried buyers cancel, or call the office every other day.

What we would build

Fitted to How You Already Work

  • Room for the Whole Family

    You can add a son, daughter or caregiver to the job with the homeowner's okay. They get the same proposal and updates, so the decision does not wait on a phone tag.

  • Reminders Before Every Visit

    The desk confirms the in home visit a day ahead and again that morning, in plain words. Your rep only drives when someone is expecting them.

  • Big Print, Simple Pages

    The customer page uses large text and one clear button. It is easy for any homeowner to read the quote and see install day.

  • Order to Install in One View

    Each unit shows when it was ordered and when it lands. The water heater check and the measure notes ride along to the install crew.

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Questions

What Walk-In Tubs and Showers Owners Ask

Can my mom's son or daughter see the quote too?
Yes. With the homeowner's okay, you can add a family member to the job. They see the proposal and updates on their own phone.
Does it store health or medical details?
No. You can note practical things like seat height or where grab bars go. We keep medical records and diagnoses off the screens.
Can the desk call customers who do not text?
Reminders and updates can go by text, email or a call from your office. We set it up around how your customers like to be reached, with opt outs honored.
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 Walk-In Tubs and Showers Business Runs

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

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