Custom lift maintenance software for Dolphin Lifts Western
We helped Dolphin Lifts Western replace an outdated CRM with a purpose built customer asset management system, bringing customer records, equipment and servicing information together in one place.
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A simpler system focused on the features their team actually needs.
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Customer assets, call outs and service records held together in one central system.
Dolphin Lifts Western supply and install stairlifts, lifts and other mobility solutions that help people move freely and safely in their homes. When their existing software reached the end of its support life, they needed a dependable replacement.
Their old system was bigger than they needed, with whole sections the team never used. Finding an alternative proved difficult: off the shelf options were either too complicated, too limited, too costly or poorly suited to how they worked.
We helped them turn that replacement into an opportunity to simplify the way they manage customers, equipment and ongoing maintenance.
Replacing an outdated system with customer asset management software
Dolphin Lifts Western needed more than a place to store customer contact details. Their team needed to keep track of installed equipment, call outs, warranties and service agreements, including customers with assets across multiple locations.
The challenge was to bring this information together without recreating the complexity of their old system. Their existing processes were more complicated than they needed to be, so we worked with the team to simplify how they managed customers, equipment and servicing, then built the software to support this more streamlined way of working.
Building a bespoke asset management tool around their team
We started by spending time with the Dolphin Lifts Western team to understand their day to day work. We explored how they recorded customer information, managed equipment and kept track of maintenance, identifying which features were useful and which could be left behind.
This shaped the design of their new customer asset manager. Each feature had a practical purpose, linked to a task their team needed to carry out. By keeping the scope focused, we created a system that supported their work without filling it with unnecessary options.
Lift maintenance software for call outs and servicing
Keeping equipment maintained is an important part of Dolphin Lifts Western’s ongoing customer service. We built tools to log call outs, record service agreements and identify overdue services, giving the team a clearer view of what needs attention.
Warranty expiry information sits alongside customer and asset records, making it easier to check the details relevant to each piece of equipment. Bringing these records together helps the team manage ongoing support with the information they need close to hand.
Customer asset tracking across multiple locations
Some customers have equipment at more than one location, so a single customer record needs to support a more detailed picture.
We built the system to connect customers with their different locations and the assets at each site. This gives Dolphin Lifts Western a clear way to find the right equipment and its associated records, while keeping an overview of the wider customer relationship.
Asset management reports and access on the go
We added reporting across call outs, warranty expirations, service agreements and overdue services, helping the team review their records and identify work that needs attention.
The system can also be used on a tablet or laptop, allowing the team to access and update customer and equipment information while on the go. This reduces the need for paper forms and extra admin when they return to the office.
A simpler lift maintenance management system
Dolphin Lifts Western now have a customer asset management system built around the way their business operates. It brings the information they need into one place, with a focused set of tools for managing customers, equipment and ongoing servicing.
We helped them move away from an oversized, end of life software to a system with a clear purpose: supporting their team in looking after customers and the equipment they rely on.
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