Lift Parts Service — What We Need From You

If you wanted to start tomorrow, here's the short list. To rebuild your website the right way, we mostly need three things: copies of your data (your forklift listings and your parts catalog), read-only logins so we can see how things are set up, and a contact person for each system so we can ask the vendor directly when needed. Below, everything is broken out by system in plain English. Nothing here is urgent or all-or-nothing — see the note at the bottom.

Each item lists: What we need · Why · How / where to get it · Who to ask. Check them off as you gather them.

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The 60-second version

Forklift listings: an export file + a read-only login to your inventory dashboard (Commercial Web Services / Trader Interactive).
Parts catalog: an export file + a login to your online parts store (and we'll get the master data from your back-office system via Alex's team).
Logins to run the project: your website (WordPress), your domain control, Google Analytics, and your Google Business listing.
Your brand: logo files and real photos (shop, team, trucks, jobs).
One go-to person per system so we know who to ask.

Your forklift listings (Inventory) The machines you have for sale — runs on Commercial Web Services (a Trader Interactive company).

Plain English: "Inventory" here = the actual forklifts listed for sale on your site (new and used). Today those listings are fed in by an outside vendor. We just need a copy of that list and a way to look at it — we don't change anything on their end.

1. A full export of your forklift inventory (a spreadsheet)

What we need: One file (a spreadsheet / CSV) with every forklift and all its details: make, model, year, hours, price, specs, description, stock number, and the web links to each unit's photos.
Why: This is the raw data that builds every forklift page on the new site. With it, the new site can recreate all your listings automatically instead of anyone re-typing them.
How / where: From your dealer dashboard's inventory or reports area — look for an Export or Download CSV button. If you don't see one, the vendor can generate it for you in a quick call.
Who to ask: Commercial Web Services / Trader Interactive dealer help line: 1-877-920-5442 (this is the platform we can see drawing your current listings — their photos serve from a Commercial Web Services address).

2. A read-only login to your inventory dashboard

What we need: A view-only login (or you sharing your screen with us once) to your inventory management dashboard.
Why: So we can see exactly how your listings are structured — the fields, the photo setup, how many units — and match the new site to it. View-only means we can look but not change anything.
How / where: Your Commercial Web Services dealer login (and/or dealers.traderinteractive.com / TraderTraxx). Add us as a user, or do a quick screen-share.
Who to ask: Whoever on your team manages the website listings today; or the vendor support numbers above to add a user.

3. The "live feed" link, if your vendor offers one (for auto-updating)

What we need: Confirmation of whether your inventory vendor can give us a live feed — and if so, the feed link plus any login it needs.
Why: A live feed lets the new site update itself automatically as you add or sell units, so listings never go stale and nobody re-types anything. If there's no feed, we simply use periodic exports instead — still works, just less hands-off.
How / where: Ask the vendor: "Do you offer an inventory data feed or API we can pull from for our website — what format and how often does it update?" (An API is just a hands-off way for two systems to share data automatically.)
Who to ask: Commercial Web Services / Trader Interactive dealer line 1-877-920-5442.

Confirm with you: We can see Commercial Web Services (a Trader Interactive company) drawing your current listings. We just want to confirm it's the "system of record" for your website inventory, so we ask the right people. A quick answer from you saves a step.

4. Two questions for the Commercial Web Services rep (we'll ask — just point us to them)

What we need: Two answers from your inventory vendor: (a) Can we edit each forklift page's title, description, headline, web address, and add schema (the invisible labels Google reads), or is that template/managed-only? (b) What currently feeds the EquipmentTrader marketplace posting?
Why: (a) tells us how much we can improve the inventory pages for Google vs. how much has to be done on the new pages we build. (b) makes sure that if we ever switch the site over, your EquipmentTrader listings don't accidentally stop posting.
How / where: We'll ask the rep directly — you just confirm who the Commercial Web Services contact is, or add us to the account.
Who to ask: Your Commercial Web Services / Trader Interactive account representative.

Your online parts store The shop at liftpartsservice.theonlinecatalog.com — runs on the theonlinecatalog platform (exact vendor to confirm).

Plain English: This is your B2B parts store — a separate website (run by an outside company) that shows your parts and takes orders. We need a copy of what's in it, a way to see it, and confirmation of what it actually does.

1. A login to the store admin (read-only is fine)

What we need: An admin or view-only login to your parts store's back end.
Why: So we can see how the catalog is organized, how products display, and how it's themed — which tells us whether we re-skin the existing store to match the new site or rebuild it.
How / where: The store's admin panel (the back end of liftpartsservice.theonlinecatalog.com). Your theonlinecatalog account rep can add us as a user.
Who to ask: Your theonlinecatalog account rep, or whoever manages the parts store on your side.

2. A product / catalog export

What we need: A file of the catalog: part number (SKU), description, category, price, what machine it fits (fitment), and image links.
Why: It tells us how big the catalog is (a few hundred parts vs. tens of thousands), which is the single biggest factor in how we build the parts side.
How / where: An export from the store admin, or your rep can pull it. The master copy actually lives in your back-office system — see Section C (Alex's team handles that one).
Who to ask: theonlinecatalog rep, or your back-office/IT admin (Section C).

3. Confirm: does the store actually take orders, or is it just lookup?

What we need: A yes/no: do customers add to cart and check out / pay on the store, or do they just browse and look up parts and then call/email to order?
Why: A real checkout store and a lookup catalog are built very differently. This decides the whole approach for the parts pages.
How / where: You'll know from how your customers use it day to day; we'll also confirm by looking once we have the login above.
Who to ask: You / your parts team.

4. Confirm the store vendor (a quick fact-check)

What we need: A quick confirm of who runs the parts store. We can see it runs on the theonlinecatalog platform. Just tell us the name on your store account/invoice.
Why: So we contact the right vendor for the export, the login, and the branding question below — instead of chasing the wrong company.
How / where: Check your billing/contract for the parts store, or ask whoever set it up.
Who to ask: You / whoever manages the parts store account.

5. Two questions for the store vendor (we'll ask — just point us to them)

What we need: Two answers from the parts-store vendor: (a) Can we edit the store pages' titles, descriptions, headlines, web addresses, and add schema (the Google labels), or is it template/managed-only? (b) Can the store be pointed at a Lift Parts Service web address — shop.liftpartsservice.com — instead of the long theonlinecatalog address? (The technical move is called a CNAME.)
Why: (a) tells us how much store-page SEO we can actually improve. (b) puts your brand and your Google credit on your own domain instead of the vendor's — better for branding and search.
How / where: We'll ask the rep directly — you just confirm who the store contact is, or add us to the account.
Who to ask: Your theonlinecatalog account rep.

Where your parts data really lives (your back-office system) Infor ERP — the master record behind the parts store. Routed through Alex's team.

Plain English: An ERP is your back-office "brain" — the master record of your parts, prices, stock counts, customers and orders. Yours is made by a company called Infor. Your parts store pulls its data from here, so this is the real source of truth for parts.

1. The master parts/pricing/inventory export + how the store stays in sync

What we need: The master catalog data out of Infor (parts, prices, stock), and an understanding of how the store currently syncs to it (live connection vs. scheduled updates).
Why: This is the true source for the parts catalog and the key to keeping the new site's parts pages accurate and self-updating.
How / where: Infor systems share data through a standard connection (Infor's "ION" gateway / API). Your Infor/IT admin or Infor partner can produce the export and explain the sync. Heads-up: this is the back-office lane — Alex's team coordinates it, so you don't have to manage this one directly.
Who to ask: Your Infor / IT administrator (or your Infor reseller). Tell us who that is and we'll loop them in with Alex. The only thing we need from you here is the name of that person.

2. A few back-office facts for Alex Warren's team (we'll confirm with them)

What we need: Confirmation of three things on the back-office side: (a) which product "Quantum" (your service-management system) actually is; (b) whether Infor is the true system of record (and which Infor product); (c) how your service department gets parts and pricing (straight from Infor, or through a separate connection).
Why: So we describe your systems correctly in the plan and don't accidentally step on the service or back-office side — which the website project does not touch.
How / where: This is the back-office lane — Alex Warren / Gordon coordinate it. You don't need to chase this down; we confirm it with them.
Who to ask: Alex Warren / Gordon (Axis AI Group).

Access we need to run the rebuild The accounts that let us build, launch, and safely roll back — with nothing of yours breaking.

Plain English: These are the keys to the existing website and a few connected accounts. Read-only wherever possible — we look and copy, we don't change your live site until you say go.

1. WordPress admin (read-only)

What we need: A login to your current website's admin (WordPress).
Why: To pull your existing text and images so we keep the good stuff and don't lose anything in the rebuild.
How / where: Usually liftpartsservice.com/wp-admin. Add us as a user (an "Editor" role is enough).
Who to ask: Whoever manages the website today, or your current web host/developer.

2. Domain / DNS control (who manages liftpartsservice.com)

What we need: To know who controls your domain name (where it's registered and managed), and access when it's time to go live.
Why: Launch day and the safety "instant rollback" both happen here. We don't touch it until cutover — we just need to know who holds the keys. (We never touch your email settings.)
How / where: Tell us where the domain is registered (GoDaddy, Network Solutions, etc.) and who has that login.
Who to ask: You / your IT person / whoever set up the website originally.

3. Google Analytics + Google Tag Manager

What we need: Access to your Google Analytics (GA4) and Google Tag Manager, if you have them.
Why: So we keep your visitor history and tracking intact, and can measure whether the new site is winning more leads.
How / where: Add gowarren88@gmail.com as a user in each. For Google Analytics: go to analytics.google.com → Admin (gear, bottom-left) → select the property (middle column) → Property access management → blue + → Add users → enter gowarren88@gmail.com → role Viewer (read-only; Analyst if you'd like us building reports) → Add. If you're not sure you have these, we'll set them up.
Who to ask: You / whoever did your past marketing.

4. Google Business Profile (your Google Maps listing)

What we need: Manager access to your Google Business Profile (the listing that shows on Google Maps and in local search).
Why: It's a top driver of "forklift service near me" calls — we'll optimize it alongside the site.
How / where: Google the business name while signed in (or go to business.google.com) → open the profile → ⋮ More → Business Profile settings → People and access → Add → enter gowarren88@gmail.com → access Manager → Invite. You stay the Owner.
Who to ask: Whoever currently manages your Google listing.

5. Brand assets (logo + real photos)

What we need: Your logo (the original/high-res file if you have it) and real photos: your shop, your team, your trucks, jobs in progress.
Why: Real photos of a third-generation family business beat stock images every time — that's your trust advantage. We'll lead with your legacy story.
How / where: Drop them in a shared folder, or text them over — whatever's easiest.
Who to ask: You / your team.

6. One point-of-contact per system

What we need: The name + best contact for the person who handles each system: website, inventory vendor, parts store, and Infor/IT.
Why: So when we have a question we go straight to the right person instead of bouncing around — saves you from being the middleman.
How / where: Just a short list: "Website → ___, Inventory → ___, Parts store → ___, Infor/IT → ___."
Who to ask: You.

7. Pipeline CRM access (so leads land where you track them)

What we need: A way for the new site's quote/contact forms to drop leads into Pipeline CRM — an integration key (sign-in credential) and confirmation of any limits on how fast we can send.
Why: Every lead from the new site should land in Pipeline CRM automatically, with no re-typing, so nothing slips through the cracks.
How / where: This rides on Alex's lane — he already runs your Pipeline CRM. We coordinate the key and the settings with him; you don't have to set it up.
Who to ask: Alex Warren (Axis AI Group).

8. Your email program (Mailchimp) — when you're ready to hand it over

What we need: When the time comes (a later phase), ownership of your Mailchimp account transferred to us, plus a quick check of what it costs today.
Why: Transferring the same account (rather than starting fresh) keeps all your contacts, automations, templates, and history intact. We also want to confirm the current monthly price so there are no billing surprises.
How / where: Whoever runs it now (Crissy) invites us as Admin, then makes us Owner — we'll send the exact click-by-click steps when we get there. Not urgent; it's a later-phase item.
Who to ask: You / Crissy.

You don't need all of this to get started. Hand us whatever you have now — even just the logins and a logo — and we'll start building with what's in hand while the rest comes together. The exports unlock the inventory and parts pages, but the marketing rebuild (home, about, service, contact) can begin immediately. Send pieces as you get them; there's no all-or-nothing deadline here.

Lift Parts Service × Axis Studios · Questions? Just reply to Grant.