Requirements checklist
What to ask for when choosing software for water treatment companies.
A checklist built from how water treatment 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.
- Site survey and water analysis
- Quotations by plant
- Installation jobs and commissioning
- Service contracts and visit calendar
- Readings and service reports
- Spares, media and chemical stock
- Invoices and renewals
Roles that need their own access
Who logs in, and what each person may see or change.
- For the owner
- For sales and surveyors
- For service technicians
- In accounts
Reports to ask for
Ask to see each one with your own sample data.
- Contracts due for renewal
- Visits scheduled and completed
- Plants by model, vessel size and site
- Conductivity and permeate trend by site
- Cartridges, membranes and chemicals consumed by site
- Quotations open and won
- Stock below reorder level
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Online payment gateways
- Accounting export
- Barcode or label printer
- Sensor or meter data feeds, scoped separately
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for companies that install plants or those that service them?
- Are water test results kept for each site?
- How are filter and membrane changes scheduled?
- Are spares used under a contract followed?
- Can customers get a report after each visit?
- Does it connect to sensors on the plant?
- Does it cope with several branches or vans?
- Can customer and plant data be moved from our files?
- Who owns the data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Plant details are scattered
- Service dates are missed
- Test readings are not kept in order
- Consumables are not tied to sites
- Contracts lapse quietly
Prefer to talk it through? See the water treatment companies page.