For water treatment operators
Water treatment software that handles install, salt delivery, and recurring service
Quote whole-house systems on the truck. Schedule salt deliveries on cadence. Track per-system maintenance history. Run RO filter changes, UV bulb replacements, and softener regenerations from one calendar.
14-day free trial · No credit card required
What's costing you time and money
These are the patterns we hear over and over from operators in your trade.
System-specific maintenance lives in spreadsheets
Softener resin life, RO membrane age, UV bulb replacement intervals — all customer-specific, all spreadsheet-managed, all forgotten when the spreadsheet goes stale.
Salt delivery cadence is unenforced
Customers run out of salt mid-week. Without a system to track usage and auto-schedule deliveries, every refill is an emergency call.
Whole-house system quotes take too long
Quote for a water softener + RO + UV install runs $4,000–$8,000. If your quote arrives 3 days after the customer asked, the next-day competitor wins.
Test-result documentation gets lost
Pre-install water tests (hardness, iron, TDS, pH) and post-install confirmation tests need to live with the customer record. Paper test slips disappear.
Built for the way the work actually happens
Per-system equipment register
Each customer has structured records per installed system: softener (model, capacity, install date, resin year), RO unit (membrane age, filter dates), UV (bulb age, install date). Service history attaches to the system, not just the customer.
Know membrane age before the truck rolls
Salt delivery cadence
Configure salt usage per customer based on water hardness and household size. System auto-schedules salt deliveries on cadence. Customer reminders fire 7 days out. Emergency 'I'm out' calls drop dramatically.
Smooth salt-delivery revenue, eliminate emergency runs
Whole-house quote in 15 minutes
Quote templates for water softener, RO, UV, whole-house filtration, and combinations. Tech picks system from the menu, adjusts capacity by household size, sends by SMS. Customer signs from their phone.
30–50% faster quote acceptance vs PDF-by-email
Water test documentation per customer
Pre-install test results (hardness, iron, TDS, pH, chloride) attach to the customer record. Post-install tests confirm system performance. Annual recurring tests track resin and membrane health.
Documented system performance protects warranty + builds trust
Operational in 5 days
Water treatment operators migrate from paper or generic scheduling tools without losing in-flight installs or recurring deliveries.
- 01
Import customers + system register (day 1)
Sub customer book with addresses and any system notes. ServiceGrid imports name, address, contact, free-form notes. System-specific fields (softener model, install date, resin year, RO membrane date) populate as techs document on each visit.
- 02
Set up service menu + salt cadences (day 2)
Translate your service rates: install (softener, RO, UV, whole-house), service (filter change, resin rejuvenation, membrane replacement, UV bulb), salt delivery, water testing. Configure salt cadence per customer based on hardness + household size.
- 03
Roll dispatch + delivery cadence live (days 3–5)
Onboard the dispatcher and techs. Move next two weeks of installs and service into dispatch. Activate salt-delivery cadences. Day 5: paper schedule retires.
Water Treatment questions
Ready to run a tighter water treatment business?
Start your 14-day free trial. No credit card. Cancel anytime.