Requirements checklist
What to ask for when choosing software for water purifier dealers.
A checklist built from how water purifier dealers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Installation record with water source
- Filter and membrane due list
- Service contracts
- Technician app
- Spares stock with technicians
- Service report to the customer
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the scheduling desk
- For technicians
- For accounts
Reports to ask for
Ask to see each one with your own sample data.
- AMCs due for renewal in the next month
- Visits scheduled against visits completed, by technician
- Missed and rescheduled visits
- Chemical use by job, by technician, and by month
- Outstanding dues by customer
- Repeat complaints within the treatment’s warranty period
- Lead to contract conversion by source
Systems it may need to connect to
Note which ones you already run.
- Accounting software export
- SMS
- Google Maps
- Wallet and card gateways
Questions for any vendor
Put these to every supplier you are comparing.
- Can it handle AMC renewals?
- Is there an app for technicians?
- Can it plan technician routes?
- How is chemical usage tracked?
- Do customers receive a service report after each visit?
- Can invoices go across to our ledger?
- How are AMC customers moved from Excel?
- Who owns the customer and contract data?
- What does it cost?
- We are just starting out. Do we need this?
- How quickly can technicians start getting jobs on it?
- What does a pest control firm have to gather?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Filter changes are forgotten
- Service contracts lapse
- Technicians go without the right spare
- Cash collected in the field goes missing
Prefer to talk it through? See the water purifier dealers page.