A well company CRM that shows the pump, wire and tank details before the truck leaves the yard.
A pump call goes faster when the tech already knows the pump depth, the wire size and the tank age. A new well goes smoother when the permit, the rig date and the water sample are tracked on one job. We build the CRM around the well itself, a record that lasts longer than any homeowner.
The well outlives the owner, so the record has to be tied to the property
Field software built for plumbers or HVAC tracks customers and visits. A well company needs something different at the center: the well. Total depth, casing diameter, where the casing ends, static level, yield, pump model and setting depth, drop pipe material, wire gauge, control box, tank size and install dates. When a new owner moves in and calls about no water, the office should find the well by address, not by the old owner's name, and the tech should arrive with the right pump on the truck.
New drilling jobs have their own long sequence. A landowner calls, you visit the site, mark a location that meets setbacks from septic systems and property lines, quote, apply for the permit, wait for approval, schedule the rig around weather and other jobs, drill, set casing, grout, develop the well, run a yield test, install the pump and pressure system, take the first water sample, and file a well log or completion report where your state requires one. A generic job card with a notes field loses track of where each well stands.
Then there is the recurring side: annual water tests, softener and filter service, UV bulb changes and real estate inspections with closing dates. That work smooths out the seasons, but only if the CRM reminds you and the customer when it is due.
What a well and pump CRM has to track
Each of these replaces a paper well log, a whiteboard or a tech's memory.
A well record tied to the address
Depth, casing, static level, yield, pump, setting depth, wire, control box, tank, treatment equipment and every service date, kept with the property so it carries over when the house changes hands.
The drilling pipeline from site visit to well log
Columns for the first walk of the property, the signed quote, the permit in and the permit back, the rig date, the hole finished, the pump in, the sample at the lab and the report submitted, so the office sees which wells are waiting and on what.
Urgent dispatch for outages
No-water calls jump ahead of routine work and show which tech is on call, which truck has the hoist, and which pumps and tanks are in stock, so the first crew out can finish the job.
Permit and agency records
Permit number, issuing agency, approval date, inspection dates and completion report submission, stored on the job. Requirements differ by state and county, so the fields are set up to match yours.
Water sample and lab results
Sample date, lab, chain of custody notes and results attached to the well, with flags when a result means a retest, a treatment quote or a call to the customer.
Parts and pump inventory by truck
Which pumps, motors, tanks, switches and fittings are on each truck and in the yard, so a Saturday outage does not wait for a supply house to open.
What we set up for well drillers and pump companies
We build these into the CRM before your first job goes in.
Import of your old well logs and service history
We bring in spreadsheets, old software exports and scanned well logs where the data is readable, and attach them to the right addresses so your history is searchable from day one.
A mobile view for techs at the well head
Techs see the well record, last service notes and photos on their phone, log readings like amp draw and pressure settings, and close the job with photos and a signature on site.
Treatment system service plans
Softeners, iron filters, UV and reverse osmosis systems on recurring schedules, with automatic reminders and invoices for salt, filters and bulbs, so maintenance revenue does not depend on memory.
Real estate inspection tracking
Closing date, agents, lab turnaround and report recipients on each inspection job, with the report sent to everyone who needs it the day results come back.
Source tracking on every job
Each job records where the customer came from (your site, a builder, an agent, a referral or a paid platform), so you can see which channels produce new wells and which only produce calls.
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 well drilling & pump service, answered.
Can the CRM find a well by address when the owner has changed?
Yes. The well record belongs to the property. When a new owner calls, the office searches the address and sees everything you know about that well, then links the new owner to it.
Can it handle well logs our state requires?
We add fields for the details your state's well log or completion report asks for, so the data is captured on site. Filing rules vary by state, so we set it up to match the forms you already submit.
Will it work on a phone with poor signal at a rural job?
We build the tech view to load quickly and to save readings and photos when the signal drops, then sync once the phone reconnects.
Can it bill water treatment plans automatically?
Yes. Recurring service plans can generate invoices on schedule, and card-on-file payments can be set up where the customer agrees to them.
Custom CRM for well drilling & pump service. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole well drilling & pump service setup.
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