An irrigation CRM that knows every system's zones, shut-off and backflow before the tech pulls up.
A sprinkler company runs hundreds of short visits in a few weeks, twice a year, and a trickle of repairs in between. The unit of work is the zone, the asset is the record of each system, and the office cannot schedule any of it by hand. We build the CRM around waves, routes and the system profile.
Generic field software has no idea what a wave, a zone or a backflow assembly is
Off-the-shelf field software was designed for a company that takes calls and dispatches visits one at a time. An irrigation company in a freeze climate does the opposite twice a year: it already knows that every plan customer needs a startup in the spring window and a blowout before the freeze, and the job is to turn that list into routes, offer windows, text them out and move through the stops with as little office work as possible. Software that needs a visit created per customer, a call per window and a click per confirmation turns the wave into a month of phone tag.
The second thing generic software lacks is a system record. A tech who arrives knowing the controller brand, the zone count, the head types, the backflow assembly, where the shut-off is and the gate code finishes faster and sells more than one who starts by hunting for the valve box. That knowledge is usually in a tech's head or a binder, and it leaves when the tech does. Putting it on the address, and updating it on every visit, is what lets a company price a plan by zones over the phone and quote next year's startup before the truck moves.
Repairs and installs round it out. A worn head noticed at startup should become a quote the customer approves by text before the tech leaves the driveway. A new system is a small construction job with a takeoff of pipe, heads, valves, wire and a controller, a permit in some jurisdictions, a trench day and a programming visit. Backflow devices have test dates, results and filing rules that differ by utility. One system that holds all of it, with the route planner on top, is what we build.
What an irrigation CRM has to track
Everything below exists in some form at every sprinkler company. The question is whether it lives in the software or in a tech's memory.
A system profile on every address
Controller make and model, zone count with a note per zone, head and nozzle types, drip zones, the backflow assembly with its serial and last test, where the shut-off is, the gate code, the dog and the customer's watering restrictions. Updated from the tech's phone on every visit.
Waves generated from plans and routed by day
One action creates the season's startups or blowouts for every plan customer, groups them by neighborhood into route days, offers each customer a window by text, and fills the days in order. Customers who answer late get the next open slot near their street.
Backflow tests with the filing the utility wants
Test date, result, the tester's credential, the form each utility requires and whether it was filed, per device, with reminders before the next due date where the utility requires periodic testing. A list of untested devices in a given utility's area is one click.
Plan billing with renewals handled correctly
Seasonal plans billed to the card on file as each visit completes or in installments, with renewal notices, the customer's consent and the cancellation method recorded, because automatic renewals sold online fall under federal and state rules on clear terms and consent. General information, not legal advice.
Repair quotes written in the yard
The tech marks worn heads, a stuck valve or a cracked backflow on the system profile, the quote builds from your price list, and the customer approves by text, often while the tech is still on site. Approved work is scheduled or done on the spot and billed to the card.
Install projects with a takeoff
Zones, heads, pipe footage, trench length, valves, wire, controller, backflow assembly and permit on one project, with the material order, the trench crew day and the programming visit scheduled against it, and the finished system written into a profile for next year's startup.
How we build an irrigation CRM
The first CRM we built ran our own companies; each trade's version is rebuilt from that base. For a sprinkler company it looks like this.
A tech app with a zone-by-zone checklist
Today's route in order, the system profile, the shut-off location and gate code, a checklist per zone (ran, adjusted, heads replaced, notes), the backflow test form, the repair quote builder and a done button that texts the customer and starts the next stop.
Window and on-the-way texts from the route
Customers get their window when the route is built, a reminder the day before, and an on-the-way text when the tech closes the previous stop, all from your business number and logged on the account.
Truck stock and parts
Heads, nozzles, valves, fittings and controllers tracked per truck, used parts logged from the repair quote, and a reorder list by truck, so a startup week does not end with a tech out of the common nozzle.
Watering restriction notes by town
The watering days and hours each town or utility allows, saved on the town and shown on every system there, so controllers are programmed to the rule and the customer is not fined because of you.
Owner reporting
Plan renewals, startups and blowouts completed against booked, zones per tech hour, repair attach rate per startup visit, backflow tests due and filed, and margin on installs, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for irrigation & sprinklers, answered.
Why not just use Jobber or FieldEdge for a sprinkler company?
Both are solid products for dispatch and invoicing. Neither knows what a wave is or holds a system profile the way an irrigation company needs. A custom build fits your plans, your utilities' backflow forms, your route days and your price list, inside accounts you own and with no monthly per-user charge. This site compares the leading products so you can decide with the facts in front of you.
How does wave scheduling work in practice?
You open the season with the date range and the route days, the system generates the visits for every plan customer, groups them by neighborhood and texts windows. Customers confirm or ask for another slot, the days fill, and techs see their routes. Non-plan customers who book online drop into the nearest open route.
We work with several water utilities, each with its own backflow form. Can it handle that?
Yes. Each utility has its own form, filing method and schedule stored in the system, and the tech's test entry produces the right form for the device's utility. Who may test and how results are filed varies by state and utility, so we set this up to match the ones you work with.
Does it work in a warm climate with no blowouts?
Yes. Waves are built from whatever recurring visits you sell: seasonal controller adjustments, midseason checks, backflow tests. The system profile and the repair quoting are the same everywhere.
Can installs and service live in one system?
Yes. An install project becomes a system profile at completion, with the as-built zone map and controller settings, so the first-year startup and every visit after it start from what was actually installed.
Custom CRM for irrigation & sprinklers. Owned by you.
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