Systems for Water Professionals
Water treatment companies bring in revenue through high-margin system installations and recurring service contracts for filtration and softening. Income is usually lost when water test results are not followed up on quickly or when technicians fail to renew annual filter replacement and media recharge schedules.
Home Services
How the business actually works
Inquiry
Homeowners contact the office regarding hard water, staining, or odors.
Water Analysis
A technician visits the site to perform a water quality test and document mineral levels.
System Design
Equipment specifications are drafted based on flow rates and contaminant concentrations.
Installation
Technicians install softeners, reverse osmosis units, or whole house carbon filters.
Ongoing Service
The system enters a recurring schedule for salt delivery, resin cleaning, and filter swaps.
Re-Testing
Periodic water testing ensures the equipment is maintaining the target output quality.
Where it leaks
Technicians often leave water test results in their trucks or on paper forms. This delay in getting data to the sales desk allows homeowners to browse competitors or lose interest in the solution.
Missing an annual reverse osmosis membrane change or a sediment filter swap is lost revenue. Without automated tracking, service dates slip through the cracks and lead to equipment failure.
Organizing salt delivery and service calls by hand results in inefficient drive times. Technicians spend too much time in transit rather than servicing softeners and conditioners.
Lead conversion suffers when homeowners are not immediately educated on their specific water contaminants. A lack of automated educational content leads to lower closing rates on premium systems.
Small monthly service fees for rental units or salt delivery often go unpaid. Tracking down these minor balances manually consumes more administrative time than the payment is worth.
What LATTICE can build
Mobile forms allow technicians to input grains of hardness, iron, and pH levels instantly to trigger a quote.
Automated SMS and email notifications alert customers when it is time for their annual filter change or media regeneration.
Ensures homeowners looking for emergency leak repairs or salt refills get an immediate response when the office is busy.
Automatically sends reminders to clients who have received a water treatment system proposal but have not yet signed.
Identifies past customers who have not had their systems serviced in over eighteen months and offers a tune-up package.
Gives customers a central place to view their water test history, upcoming service dates, and equipment manuals.
Sends a feedback request immediately after a successful system installation or complicated repair to build local trust.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
The system uses custom fields within the client portal to store specific equipment data like model numbers, installation dates, and resin types. This ensures your technicians always arrive with the correct filters and replacement parts for that specific unit.
Yes, by grouping customers by geographic zone and delivery frequency, you can automate the scheduling of these stops. This reduces fuel costs and ensures your delivery drivers are following the most efficient path each day.
The workflow can be set to escalate the reminder through different channels, such as a follow-up phone call task for your office manager if the initial SMS and email are ignored. This prevents systems from going years without necessary maintenance.
We can build a workflow where the data entered by your tech in the field is automatically formatted into a professional report. This report can be emailed to the homeowner instantly, providing a clear comparison between their current water and safe drinking standards.
Absolutely, the system can target customers who purchased one-off installations and offer them the benefits of a monthly or annual maintenance plan. By automating the education and enrollment process, you can build more predictable recurring revenue.