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Water Treatment Software
Service plans, equipment installs, water testing schedules, and filter replacements — your business runs on recurring relationships. WorkBoss keeps every one of them organized.
Built for Water Treatment
Water treatment is different from most trades. Filter changes, salt deliveries, annual testing, equipment warranties — WorkBoss handles the complexity without adding any.
Track every customer’s service schedule — quarterly testing, annual filter swaps, monthly salt refills. Never miss a visit and never lose a recurring customer.
Track what’s installed at every property — softener model, RO system, UV unit, install date, warranty status. When a customer calls, you have the full picture instantly.
Track new system installs, water testing leads, and service upgrades through your pipeline. See the dollar value of every opportunity and close more deals.
Estimates & Invoicing
Run the test, diagnose the issue, and build a professional estimate right on your tablet — softener, RO system, iron filter, installation labor, all itemized. Send it before you leave.
Customers approve online and the job hits your schedule automatically. No follow-up calls, no “let me think about it” that turns into a lost sale.
Customer Details
The Hendersons have a Kinetico softener installed in 2021, an RO system under the kitchen sink, and their last water test showed 22 GPG hardness. Their annual service is due next month.
That level of detail lives on every customer profile. Service history, equipment specs, test results, payment status — no more digging through filing cabinets.
Sound familiar?
Recurring service schedules are tracked automatically. WorkBoss reminds you before a visit is overdue — not after you’ve lost the customer.
Equipment details are logged on the customer profile — model, serial number, install date, warranty. Your tech knows what’s there before they pull into the driveway.
Your pipeline shows every open estimate with its stage and value. Set follow-ups, resend quotes, and stop letting installs slip away.
Recurring services, routes, and delivery schedules live inside WorkBoss. Schedule them once, and they show up on your calendar automatically.
“We manage 800 recurring service accounts. Before WorkBoss, we were tracking them in a spreadsheet and losing customers to missed visits. That doesn’t happen anymore.”
— Brian K., Owner, ClearWater Solutions
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Join water treatment pros who stopped losing track of service plans and started growing their recurring revenue. Full access, 14 days free, no credit card required.
Ready to work like a boss?
Join thousands of trade professionals who switched to WorkBoss and never looked back. Full access to every feature, no credit card required.
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