Job Checklists by Type
Separate steps for softener installs, reverse osmosis installs, service calls and filter changes, editable by the office.
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A Water Treatment Technician App for Installers and Salt Drivers
We build a water treatment technician app that gives installers, service techs and salt drivers their assigned work, the checklist for each job, fields for hardness and iron readings, required photos and a direct line to the office.
01
Where Installs, Service Calls and Salt Routes Lose Track Today
Water treatment dealers run three kinds of field work at once. Installers put in softeners, iron filters and reverse osmosis systems. Service techs handle valve errors, resin problems and filter changes. Salt drivers run weekly routes carrying hundreds of bags. Most companies coordinate all three with printed sheets and phone calls.
The breaks show up in predictable places. An installer finds the softener loop is missing and the job needs extra plumbing, but the change only reaches the office by phone. A salt driver notices a brine tank full of water, which points to a valve problem, and mentions it to nobody. Water test results from the sales visit sit in a binder, so the installer programs the valve from a guess.
02
What the Operations Manager Needs to See Before Approving
An operations manager should see a full install recorded on a prototype: the pre-install water test numbers, photos of the loop, bypass and drain line air gap, the valve settings programmed and the customer walkthrough confirmed. If the record is complete and quick, the app is on the right track.
The same test applies to a salt route. A driver should be able to mark a stop delivered, note bags left and flag a problem in a few taps, without slowing a route that already has dozens of stops.
- Install records that include water test data and valve settings
- Photos of the bypass, drain air gap and connections before the job closes
- Salt stops marked in a few taps with problem flags
- Every flag reaching the right person in the office
03
Working With the Software Your Office Already Uses
Many dealers schedule work in a field service platform such as ServiceTitan, Housecall Pro or Jobber and keep the books in QuickBooks. Some also run rental billing in a separate system or a dealer portal from their equipment brand. The technician app should read assignments from your scheduling tool and send completed records back, not become another place to schedule.
Where a platform offers an API, we connect directly. Where it does not, a scheduled export can move the essentials. We would review your accounts during scoping and recommend the simplest connection that keeps one schedule and one customer record.
Naming matters as well. If your office calls a job a softener swap and the platform calls it an equipment replacement, the app should use the term your crews recognize while mapping it correctly behind the scenes.
What you get
Key features
Water Test Fields
Hardness, iron, pH and TDS readings saved with the job and visible to the installer before programming the valve.
Salt Route Mode
A fast stop list for drivers with bags delivered, access notes and one tap problem flags.
Required Install Photos
The loop, bypass, drain air gap and finished install captured before a job can be closed.
Office Alerts
Change orders, equipment problems and missed stops sent straight to the right person.
04
Codes, Certifications and Safety Points to Respect
Connecting equipment to a home's water supply is plumbing work, and some states require a licensed plumber or a specific water treatment license for it. Drain lines usually need an air gap to prevent backflow. The checklist can require photos of those details, while your licensed staff decide exactly what your jurisdictions expect.
Some localities, including parts of California, restrict or ban self-regenerating salt softeners because of brine discharge. If you work in those areas, the app should flag addresses where a salt based unit is not allowed. Equipment certification also matters; many customers ask whether a system is certified to NSF/ANSI standards, and the install record can note the certification of what was installed.
On the safety side, salt drivers lift heavy bags all day. The app cannot prevent strain, but route notes about stairs, basements and long carries help managers plan loads and assign help.
05
What Shapes the Cost and Timeline
Pricing for a SIZ Group mobile app starts at $4,500. The main drivers are how many job types need their own checklist, whether salt routes need offline support for basements and rural roads, and how deep the integration with your scheduling and billing systems goes.
Keep the project focused by launching with installs, service calls and salt stops, then adding rental equipment swaps, inventory tracking on the truck and commission reporting for installers later. Each addition is easier to scope once the core app is in use.
Timeline depends on the same choices. A version limited to install checklists and salt stops can reach crews much sooner than one that also syncs rental contracts. We put the agreed scope and price in writing before work begins, so the operations manager knows exactly what the first release includes.
06
Measuring Whether the Water Treatment Technician App Pays Off
Track repeat visits within a month of an install, which often point to a programming or plumbing issue the checklist should catch. Compare the number of service problems flagged by salt drivers before and after launch, since those flags become paid service calls.
Also watch salt stops completed per route day, time from install to invoice, and how often installers have to call the office for information that should have been on the job. Your field service reports already hold most of these numbers, so you can set a baseline before the app goes live.
- Return visits within a month of an install
- Driver flags that became paid service calls
- Salt stops completed per route day
- Days from install to invoice
- Calls from the field asking for missing job details
Can salt drivers and installers use the same water treatment technician app?+
Yes. Each role sees a different home screen, so drivers get a fast route list while installers see full checklists.
Will it work in basements with no signal?+
Yes. Records and photos save on the phone and sync once the device reconnects.
Can we update checklists when a new product line arrives?+
Yes. Checklists are managed in an admin panel, so the operations manager can add steps for a new valve or filter without an app update.
How do we start?+
With a free scoping call where we review your job types, forms and software. We then confirm scope and price in writing before any build begins.
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Let's make it happen
Give Installers and Drivers One Reliable Record
Bring your install forms and route sheets to a free scoping call, and we will plan a technician app around them.