How do I prepare a mobility store’s customer repair histories for a buyer?

Start by finding out where your repair information lives today. It may be on job tickets, in a spreadsheet, in a system, or in your technician’s memory. Pull it into one place, with the same fields for every job: the client, the item, the date, the fault, the fix and the cost. Fill any obvious gaps while you still remember the details.

Then think about what a buyer needs and when. Early on, a summary by month or by type of repair is usually enough. Names and addresses can wait until the buyer is serious and has signed a confidentiality agreement, which your lawyer can prepare. Ask your lawyer what you can pass on about customers.

Finally, add context. Note repeat customers, items under warranty and jobs that were disputed. A buyer will read an honest history with a few problems more kindly than a perfect one that falls apart under questions. Your accountant can also show how repair income should appear in your figures. Ask the seller who in the shop knows the history of the more complicated chairs and whether those notes are written down anywhere a new owner could find them.

Key takeaways

• Use the same fields for every job and fill the gaps now.
• Share summaries early; hold customer names until a confidentiality agreement is signed.
• Be honest about disputes and warranty work.
• Write down what the staff know about complicated chairs before they leave.