Water Filtration System Installation System

Transform your water filtration business effortlessly

A robust water filtration system installation software that streamlines planning, ensures compliance, tracks inventory, and enhances client transparency. Perfect for small contractors aiming for efficiency and growth in plumbing and filtration services.

Trusted by water filtration contractors worldwide
Modern water filtration installation platform dashboard preview

The Core Problem

Small water filtration contractors handling 5-30 jobs per month encounter costly errors from incorrect system sizing or installation sites, resulting in low flow, leaks, or rework. Compliance with 2025 plumbing codes and permits is challenging, risking substantial fines. Untracked inventory leads to delays, and inadequate documentation causes warranty disputes or client dissatisfaction.

  • Incorrect system sizing leading to low flow or leaks
  • Compliance issues with plumbing codes and permits
  • Inventory shortages causing project delays
  • Poor documentation resulting in disputes

Outcome

A self-hosted platform that automates sizing, ensures compliance, and provides client portals for better water filtration management and business efficiency.

Designed for Every Role

Manager / Admin

Manages quotes, scheduling, inventory, and compliance with detailed dashboards for job status, inventory levels, installer assignments, and analytics.

Installer / Technician

Handles field installations with access to assigned jobs, checklists, photo uploads, material needs, and personal schedules.

Client (Portal)

Tracks installation progress, views photos, warranty documents, maintenance reminders, and communicates with the team.

Manager Dashboard

Obtain real-time oversight with user-friendly widgets tailored for managers to supervise and control water filtration operations seamlessly.

  • Job overview grid by status with color-coded alerts for overdue or pending actions
  • Inventory tracker showing real-time levels and low-stock notifications
  • Schedule calendar for installations and maintenance with installer assignments
  • Photo feed displaying recent uploads with compliance flags
  • Analytics widget charting installation volume, rework rates, revenue, and client satisfaction
  • Messaging hub for communications between manager, installer, and client
  • Compliance alerts for permit deadlines or code-related issues
Water filtration manager dashboard preview

Standard Plan

Essential features for water filtration system installation, including quoting, scheduling, compliance, and client management.

Client & Site Profiles

Included

Maintain comprehensive profiles with client details and site-specific water quality data for precise planning.

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Sizing & Quote Creation

Included

Calculate optimal filter sizes based on site data and generate professional quotes compliant with standards.

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Scheduling

Included

Coordinate installation and maintenance tasks with conflict detection and real-time updates.

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Inventory Management

Included

Track filters and parts with automatic deductions and low-stock alerts to avoid delays.

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Installation Checklist

Included

Provide guided, standardized checklists to ensure code-compliant and high-quality installations.

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Photo Evidence

Included

Capture and store timestamped photos as proof of installation quality and compliance.

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Progress Updates

Included

Log and share real-time job status updates for transparency with clients and managers.

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Warranty & Invoicing

Included

Automatically generate customizable warranties and invoices post-installation.

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Dispute Resolution

Included

Handle client issues with evidence-based tracking and resolution assignments.

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Compliance Reports

Included

Compile checklists and photos into exportable reports for regulatory inspections.

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Reminder System

Included

Automate maintenance reminders to clients at set intervals for system upkeep.

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Activity Log

Included

Maintain searchable logs of all actions for audits and accountability.

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Unit Comparison Tool

Included

Enable clients to compare filtration systems side-by-side in the portal.

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Custom Form Builder

Included

Design tailored forms for data collection in quotes and installations.

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Service Alerts

Included

Set and notify for post-installation services to ensure ongoing system health.

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Only $99/one-time payment only

Unlock the complete base platform for your entire team.

  • Unlimited jobs
  • Email notifications + ICS
  • Role-based access
  • Client portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced automation and insights.

Geotagged Sites

$20

Verify installation locations using GPS for accuracy.

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Smart Filter Integration

$22

Monitor smart filter performance with manual data entry and alerts.

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Permit Management

$24

Track permit applications, statuses, and deadlines effectively.

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Client Feedback System

$20

Gather post-installation feedback to improve service quality.

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Advanced Analytics Dashboard

$28

Access detailed charts for business insights and trends.

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E-Signature for Documents

$25

Enable digital signing of warranties and contracts.

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Multi-Location Management

$23

Manage multiple sites for clients with sub-profiles.

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Installer Performance Tracking

$21

Monitor metrics like completion rates and accuracy.

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Automated Follow-Up Campaigns

$25

Send timed emails to re-engage clients for services.

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Vendor Role

$24

Assign tasks to external vendors for outsourced work.

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Compliance Audit Trail

$22

Log actions for audits with exportable reports.

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System Health Monitoring

$20

Track post-install metrics and flag issues.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Quick Comparison

Standard Plan

Complete base platform for daily operations

$99
  • Client & Site Profiles
  • Sizing & Quote Creation
  • Scheduling
  • Inventory Management
  • Installation Checklist
  • Photo Evidence
  • Progress Updates
  • Warranty & Invoicing

Custom Add-ons

Pick-and-choose advanced capabilities

$20-35 each
  • Geotagged Sites
  • Smart Filter Integration
  • Permit Management
  • Client Feedback System
  • Advanced Analytics Dashboard
  • E-Signature for Documents
  • Multi-Location Management
  • Installer Performance Tracking

What Water Filtration Contractors Are Saying

“System sizing errors are eliminated, and compliance tracking has simplified our operations tremendously.”

— Alex, Water Filtration Contractor

“Inventory and scheduling are now seamless, saving us significant time on every job.”

— Maria, Manager

“Checklists and photo logs ensure every installation meets high standards.”

— Sarah, Installer

Ready to streamline your water filtration installations?

Begin with the Standard Plan and enhance with add-ons for superior efficiency.