Software for water filter and maintenance companies
Every customer knows their next visit, every technician knows their route, and no cartridge is replaced without being recorded.
No customer forgotten, no visit missed
The filter business doesn’t end with the sale: there are cartridge replacements every few months, maintenance contracts, instalments to collect and technicians in the field. The Smart Pro filters & maintenance system starts with the sale itself: the unit with its serial number, sold for cash or in instalments with a down payment and a number of months.
Every sale creates a maintenance contract and a visit plan every 3 or 6 months depending on the filter type, and the free cartridges the customer is entitled to are recorded. The system lists the visits due each day, so you can assign them to technicians and track who has visited and who hasn’t.
The outcome of every visit is recorded — what was replaced and what was collected — so you know the history of every customer and every unit. The system works with Sales & General Accounting, so instalments, collections and customer and technician accounts all live in the same software.
The filter business from sale to service
Filters & Maintenance is an add-on to Sales & General Accounting.
Maintenance contracts
A contract per customer with its term, filter type and number of visits.
Visit plans
Visits every 3 and 6 months generated automatically with the sale.
Free cartridges
Entitlements recorded, so nobody gets more than their share.
Technician follow-up
Assign visits to technicians and record each visit’s outcome.
Instalment sales
Down payment and number of months, with collections tracked.
Serial numbers
Every unit by serial number, with its history at the customer.
Customer accounts
Each customer’s balance, instalments and statement.
Reports
Visits due and overdue, and each technician’s performance.
See it in action
Tutorials for instalment sales, collections and account statements used in a filter company. Videos are in Arabic, with English step notes on each video page.
The full cycle
- 1
Sell the filter
By serial number, cash or instalments.
- 2
The plan is created
Visits every 3 and 6 months, with cartridges.
- 3
The technician visits
Outcome and collection are recorded.
Frequently asked questions
Does it remind me when cartridges are due?
Yes. Every sale creates a visit plan every 3 or 6 months, and the visits due appear every day.
Can I sell in instalments?
Yes. Down payment and number of months, with the instalment calculated and collections and overdue amounts tracked.
Does the filters system work on its own?
It is an add-on to Sales & General Accounting ($330); the Filters & Maintenance add-on is $180.
Can technicians record from their phones?
The rep app records invoices and collections from a phone, even offline. Ask us about using it with technicians in your workflow.
Works well with
Ready to try Smart Pro 12.1?
Try Filters & Maintenance on your own business free for a month — and we handle the installation.