No Skipped Salt Stops With Water Treatment Business Software
Softener and reverse osmosis (RO) dealers live on repeat work. Salt stops repeat on a cycle in Procured, and you book filter changes on site.
Salt Routes, Filter Changes and Water Test Sales
A skipped salt stop, a missed filter, a stalled sale or an unpaid bill: here's the fix for each.
Salt Bag Deliveries on a Two-Week Cycle
The Hendersons get 4 bags of salt every 2 weeks. Set their stop as a recurring visit once, and it shows up every other Tuesday.
- Repeat each salt stop weekly or every 2 weeks → no card file
- View one driver's route day at a time → the load is clear
- Note bag count and brine tank level → the driver loads the right salt
- Save the garage code on the job → the driver gets in first try
- Drag snowed-out stops to Thursday → no stop gets skipped
- On the Team plan, let the app order the salt stops → fewer miles
- Complete each stop on the phone → the office sees it's done
RO Filter Changes Booked Before You Leave
An under-sink RO needs new filters about once a year. Miss it, and the customer buys cartridges online. Repeat visits only go up to monthly, so the tech books next year's change before packing up.
- Book next year's filter change on the spot → it's already scheduled
- Put a restaurant's ice machine filter on a monthly visit → none get missed
- Save membranes and cartridges in the price book → change-outs price the same
- Note the next due month on the job → the office knows who's due
- Turn a checkup into a repair quote → the resin swap gets approved
- Color-code filter changes → see how many are due this month
Quote the System the Water Test Calls For
Your test shows 22 grains per gallon (gpg) of hardness and 3 parts per million (ppm) of iron. Send one written quote: a softener, an iron combo, or either with RO. The price comes from your book, not a guess.
- Photograph the test strip and readings → the quote shows why
- Offer softener, iron combo and RO as options → the couple picks one
- Save each package in your price book → every rep quotes the same price
- Require money down on a $3,999 twin-tank → lock the install date
- Get the signature at the table → no call-back to close
- Know when the couple opens the quote → phone them that evening
- Resend a stalled quote → the spouse who missed the demo sees it
Bill Salt, Rentals and Service Calls
Four bags of salt, a $20 rental and a service call each get billed at a different time. Send each bill from the visit in under a minute. Procured doesn't charge rentals on its own, so you send those.
- Invoice a salt stop from the completed visit → billed before the next stop
- Send the $20 rental bill each month → rentals stay paid up
- Add a trip charge and parts to a service call → both get paid
- Email the salt invoice with a pay link → money arrives through Stripe
- Log the check left on the brine tank lid → the balance updates
- Check who owes before the next salt run → collect at the door
- Sync salt and rental payments to your accounting program → fewer bookkeeper questions
Free Tests Booked Ahead of the Big Brands
A free water test request comes in from your website at 7 p.m. The big brand may be a week out. Slot it in tomorrow, and Team plan owners can see which tech is closest.
- Add a free water test form to your site → leads land as requests
- Request photos of iron stains → you bring the right test kit
- Assign the install to your installer → it shows on their phone
- See trucks on the live map → the nearest tech takes the leak
- Installers log hours from the basement → hours per job stay honest
- Message the salt driver in team chat → route changes reach the truck
- Hit On My Way → the office knows the tech left
Every Test Result and Serial Number on File
Next spring, a tech who's never been there walks in. The job history shows the Clack valve and the install date. It also shows last visit's numbers: 22 gpg raw, 0 treated, RO rejection at 92%.
- Log raw and treated hardness each visit → spot a tired resin bed
- Record TDS (dissolved solids) and rejection → prove the RO still works
- Note valve model, serial and settings → the right parts go on the truck
- Snap the brine tank and any salt bridge → proof of what you found
- Add resin or a membrane as materials used → the bill matches the work
- Open the customer's past visits → see every rebed and repair
Try It Free for 14 Days
Use water treatment business software free for 14 days and start booking jobs and sending invoices from day one.
Why Softener Dealers Pick Procured
Moving 140 salt customers off a card file is a big step. The terms should make that step cheap.
Which Softener and Filter Dealers It Fits
Local softener and filtration dealers use Procured to run a route and a few techs. Plants and big rental fleets need something else.
| Procured Is For | Procured Is Not For |
|---|---|
| You sell and install your own systems, not a franchise's | Your utility runs a city water or wastewater plant |
| Half your income is salt, filters and rentals, not installs | You need rental units tracked by serial and written down in value |
| Free water tests are how most of your sales start | You need lab-certified water reports |
| You have 1-3 techs plus a salt driver | You need salt and filter stock counted by truck |
| You have a few dozen rentals, not a fleet of hundreds | You want rental fees charged to a saved card each month |
| You're a plumber adding softeners to your service menu | You need financing offered inside the quote |
| You win against national brands on speed and fair prices | Your dealer network has 50+ techs in several branches |
What Is Water Treatment Business Software?
Water treatment business software books, schedules and bills the work of a home water dealer. For softener, RO and filter shops, it covers water tests, quotes, installs, salt routes and filter changes. It is not a CMMS (plant upkeep system) for a city water plant. City crews need a different tool for that. Procured also doesn't track rental fleets or salt stock.
Common Questions
We run a small town's treatment plant. Is Procured a fit?
Will my installer and salt driver use water treatment field service software on their phones?
Can I schedule portable exchange tank swaps?
Can water treatment scheduling software keep installs off salt route days?
Can I bill rental softeners every month?
Can customers prepay a full year of service?
Can I chart hardness readings over time?
Does this water treatment software set up loans for in-home demos?
Will it text customers the day before a salt delivery?
What will 4 of us pay each month?
Ready to Grow Your Water Treatment Business Software Business?
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