A water treatment CRM that knows each home's water, equipment and next salt drop.
A water treatment company is a route business with an install department attached. Each address carries its test results, its equipment, its settings and every recurring date, so the driver, the tech and the office all work from the same record for years.
The money is in recurring visits to equipment you already know
Field software built for a plumber treats each visit as a separate job. Water treatment is the opposite: the same home gets a salt delivery every few weeks, a filter change on a schedule, a membrane replacement every few years, an annual sanitizing and occasional repairs, all on the same equipment. The useful record is not the job; it is the address, the water and the system. A tech who arrives knowing the last test results, the softener settings and the date of the last resin or membrane change does better work in less time.
Water treatment also runs on contracts. Rentals, monthly service agreements, salt subscriptions and extended warranties each have terms, renewal dates and billing rules. When those live in a spreadsheet beside the field software, renewals get missed, rentals keep running without billing and drivers deliver to customers who cancelled. A CRM built for the trade puts contracts, routes and equipment in one place.
What a water treatment CRM has to track
Without these fields, drivers miss stops and contracts stop billing.
Water test results over time
Every test stored by date with hardness, iron, pH, total dissolved solids and any lab results, so changes in the water show up and a tech can explain why a setting needs to move.
Equipment and settings
Brand, model, serial, install date, regeneration settings, resin or media type, filter cartridges used and RO membrane date for each system at the address.
Salt routes
Customers grouped by delivery day and area with bag counts, salt type and access notes (gate code, side door, dog), viewable and checkable by the driver on a phone.
Filter, membrane and lamp schedules
Change dates calculated from the last service for sediment, carbon, RO membranes and UV lamps, turning into booked visits or parts shipments automatically.
Rentals and contracts
Rental equipment, service agreements and salt subscriptions with terms, renewal dates and billing schedules, plus a clear view of what each customer's contract covers.
Well customer notes
Wells with bacteria history, shock chlorination dates, UV or chlorinator equipment and retest reminders where the customer requested them.
How we build a water treatment CRM
Our own home-service companies run on a CRM we wrote for them. Yours follows your routes and contract types, in accounts you own.
Routes that build themselves
Delivery customers sorted by area and day, with a route sheet the driver checks off on a phone, and skipped stops flagged to the office.
Recurring billing for every contract type
Rentals, salt plans and service agreements billed on their own schedules through your payment account, with failed payments turned into tasks.
Proposals from test results
A proposal built from the test on file, with options by system type, which the homeowner can approve and put a deposit on from a phone link, with totals calculated on the server.
Tech view on site
The tech sees the test history, equipment, settings, contract and past visits for the address, and records parts used and new settings before leaving.
A dashboard for the owner
How many contracts and rentals are active, how big each route is, which renewals come due this month, new installs, and where the revenue came from.
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 water treatment, answered.
Can it import our customer list and routes?
Yes. We bring in customers, equipment, contracts, route assignments and test history from spreadsheets or your current software, and review the import with you before switching.
Does it handle rental equipment returns?
Yes. A rental record tracks the equipment serial, start date and billing, and a cancellation creates a pickup task and stops billing on the date you set.
Can drivers use it without signal in rural areas?
The route view can work offline and sync when a signal returns, which matters on rural routes where many well customers live.
How is it different from generic field service software?
Generic tools are capable for many trades but treat each visit separately. A custom build centers the address, the water and the equipment, and fits your contract types exactly. The custom CRM page explains ownership and handover.
Custom CRM for water treatment. Owned by you.
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