Requirements checklist
What to ask for when choosing software for water purifier service companies.
A checklist built from how water purifier service companies 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.
- Customer and unit register
- Filter and membrane cycle planner
- Service calls and dispatch
- Visit report and water readings
- Van stock and spares
- Annual plans and renewals
- Installation jobs
Roles that need their own access
Who logs in, and what each person may see or change.
- For dispatchers
- For technicians
- For the store
- For the customer care desk
- For owners
Reports to ask for
Ask to see each one with your own sample data.
- Cartridge and membrane changes due by week and area
- Service calls by model, fault and technician
- Readings before and after, by unit and water source
- Spares fitted by part, unit and technician
- Plans expiring, renewed and lapsed
- Visits used against visits included, by plan
- Unpaid visit charges by customer
Systems it may need to connect to
Note which ones you already run.
- SMS
- Card and payment gateway
- Telephony and call logging
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for companies that install, service or both?
- How does it know when a cartridge is due?
- Can the technician see if a visit is free?
- Does it track which spare went into which unit?
- Can customers get reminders by WhatsApp or SMS?
- What if a customer moves house with the unit?
- Can we run branches or franchise partners on it?
- How do readings help?
- How is the system priced and shown?
- Can we take our records out?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Change dates live in the technician’s memory
- Warranty and plan status is checked by phone
- Parts leave the store with no unit attached
- Water readings are not kept
- Renewals lapse without a call
Prefer to talk it through? See the water purifier service companies page.