Water treatment
Filter changes and new-system estimates should both get a time.
Water treatment inbound mixes simple service with a sales visit. A customer who is out of salt or due for filters needs a tech. A customer asking about a softener or reverse osmosis system needs the estimate appointment you actually run.
Calls water treatment shops lose
Service members wait because nobody worked the due list. New-system leads wait because the office was on a repair call.
- Salt delivery, filter changes, and softener service that are due.
- No-water and leak calls that follow your emergency rule.
- Install and replacement estimates booked as an estimate, not a repair.
- Customers outside the routes you run.
Rules that have to be yours
You teach which symptoms are a service visit, which are an install estimate, and what you will quote on the phone. The employee does not invent a system price.