Water Treatment & Scheduled Service
Customers don't remember filter changes.
They shouldn't have to.
Filter-life tracking per device, service routes, subscription revenue and a lapsed-customer list. In this business the unit sells once and the filters sell for years — whoever doesn't track the second loses the first too.
One customer's filter is 12 days overdue. A red line on this list means that customer is drinking through a spent filter right now.
Filter life can be defined by date or by litres. On metered units, litres are more accurate, but date-based tracking is enough for most domestic devices. Figures are illustrative.
The device record makes the second visit easier.
Which model, which filter set, how many changes, what went wrong last time. The technician arrives already knowing — and puts the right filter in the van before leaving.
A note like "tight space, needs the short spanner" saves a technician a return trip. If notes like that don't live in the system they live in someone's head — and leave when that person does.
Don't drive to the same neighbourhood twice.
A filter change is a short job; the driving is what sets the time. Grouping customers in the same district on the same day raises daily visit counts noticeably.
The technician closes the job on their phone; which filter was fitted, the meter reading and the customer's signature are recorded. The next due date is calculated at that moment.
The unit sells once. The filters sell for years.
In this sector the real revenue is in filters, not units. But filter revenue only becomes revenue if it is tracked; an untracked customer disappears in the second year.
A subscribed customer has roughly twice as many filter changes as a non-subscribed one. Not because the service is better — only because the reminder is automatic.
When do you notice a customer you've lost?
In water treatment, customer loss is silent: nobody says "don't come again", they just skip a cycle and never call back. Seeing this list means there is still time to call.
A three-year customer with no service for a year has either stopped using the unit or moved to another company. Either way they are worth calling — the first can be won back, and the second tells you why they left.
The rest of the operation
Automatic reminders
A message goes out as the filter date approaches, and the customer can request an appointment straight from it.
Route planning by district
Changes in the same district group onto the same day. Route order is suggested by distance and the technician can change it.
Van stock
Filter stock in each technician's van is tracked, and the sets needed for the day's route are prepared in advance.
Maintenance packages
Annual packages are defined, and a subscribed customer's changes are scheduled automatically.
Water hardness records
Hardness is recorded per area and customer, so filter life can be set shorter in hard-water districts.
Dealer structure
If you work through regional dealers, each manages their own customers and stock.
Questions
How is filter life calculated?
Two ways: by date (every six months, say) or by litres from the meter. On metered units litres are more accurate. You define which method applies to which device, and life can be shortened according to water hardness.
Do customer messages cost extra?
SMS and WhatsApp delivery is charged by the operator. We calculate the monthly cost from your customer count before installation — message volume is low in this sector, so it usually stays small.
What if the technician has no phone?
Service records can be entered from the office, but we advise against it — if the technician doesn't enter it on site, the record waits until evening and comes in incomplete. A company phone costs less than a lost service record.
Can we import our existing customer list?
From Excel or a paper ledger, yes. The critical field is the last service date — without it the filter calendar cannot be built. If you don't have it, the technician enters it at the first visit and tracking starts from there.
Can our dealers log in?
They can. Each dealer sees only the customers and stock in their own region. The head-office screen shows the filter calendar and overdue services across all regions together.
How many customers and technicians?
No limit, and no per-user fee. A one-technician business and a dealer network use the same system.
Let's turn your customer list
into a calendar.
How many devices, how many technicians, do you sell maintenance packages. We'll build a demo on your own customer structure.
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