Water treatment software
DispatchMind runs a water treatment company from one place: calls and leads in, jobs on the schedule, the work on your team’s phones, then the invoice. Pick Water treatment when you sign up and it’s set up for your trade from the first screen. You can change any of it later.
A water treatment company has two sides. Selling and installing softeners and reverse osmosis systems, and then the steady filter changes that keep coming back. DispatchMind books water tests that turn into installs, keeps each system on file, and runs your filter change routes in driving order so techs aren't crisscrossing town.
A typical water treatment job in DispatchMind
- A homeowner books a free water test on your booking page and it lands as a Water test job.
- The tech tests the water, notes hardness and smell, and builds an estimate for a softener install from the price book.
- The customer signs, the install gets scheduled, and the system goes on file at the address.
- A recurring service plan for filter changes starts, with visits created ahead of time.
- Each filter visit shows up on the tech's route in driving order and the card is charged through your own Stripe account.
What water treatment owners tell us slows them down
Filter changes get forgotten
Customers don't remember when filters are due, and you lose the repeat business. Recurring service plans create the visits ahead of time so every filter change lands on the schedule.
Routes waste drive time
Filter changes are short, and driving between them is where the day goes. Route mode puts each tech's stops in driving order so they finish more stops.
Tests that never close
A good water test is only worth it if it turns into an install. Color tags track open estimates and automations remind the office to follow up.
Set up for water treatment from day one
Your job types
- Water test
- Softener install
- Filter install
- Reverse osmosis install
- Filter change
- Repair
The details you keep on each job
- Water source
- Hardness (gpg)
- System make
A checklist for the work
Install: Water tested and results written down · System installed · Bypass works · No leaks · Customer shown how it works
A starter price list
Your common items are already in your price book. You set every price; nothing is filled in for you.
- Water test
- Filter change
- Softener install
- RO install
- Repair
- Salt (per bag)
Equipment on file
Keep what’s installed at each place, by type and brand (Culligan, Kinetico, EcoWater, RainSoft, Pentair, Fleck and more).
Repeat visits and routes
- Plans that say how often: every week, every 2 weeks, monthly, quarterly or once a year.
- Each customer gets a service day and time, and visits land on that day.
- Visits become jobs ahead of time by themselves. Skip or move one visit without touching the rest.
- Each tech’s day in driving order, nearest stop next, with directions for every leg.
Nellie knows the trade
Nellie is the assistant built into DispatchMind. On a water treatment account she knows how your customers talk and what to ask:
- City water or well?
- What problem are they seeing?
- Best time window and the address?
What she treats as urgent: No water at all from a well; Water leaking from the softener or filter.
What she never does: Never quote a price the company hasn’t set in its price book; Never promise what the tech will find before the visit.
Everything else
- Jobs move through four plain steps: Submitted, In progress, Pending, Done pending approval. Your trade’s own steps are color tags you can sort by.
- Estimates and invoices from your price book.
- A tech app for your team, with what each person may see set by you.
- Reports and commissions worked out from your own jobs.
- Bring your customers and jobs over from the system you use now.
Water treatment software: common questions
Can I set up recurring filter change visits?
Yes. Set service plans monthly, quarterly or yearly. Visits are created ahead of time and you can skip or move one.
Can I keep track of the system installed at each home?
Store the softener or RO system as equipment at the address with brand, model and install date. The tech sees it on every visit.
Can I record water test results on the job?
Add custom job fields for things like hardness or iron, and techs fill them in during the test. They stay on the job and customer page.
Does DispatchMind put my route in order?
Yes. Route mode lays out each tech's stops in driving order for the day.
Can I try DispatchMind for my water treatment company before paying?
Yes. You get a 14-day free trial with every feature turned on, Nellie included, and no card needed. After that it's month to month, so you can walk away anytime.
Related trades
Try DispatchMind free for 14 days
Set up for water treatment. No card, month to month.