Water Treatment Software for Softener & Filter Dealers — RouteHouse
RouteHouse edition · Available now

From the water test to a signed proposal — before you leave the kitchen.

Water treatment software for softener and filter dealers. Test the water, and RouteHouse sizes the softener and picks the systems. Send a Good / Better / Best proposal the homeowner can buy, finance, rent or put on your payment plan — and sign on their phone. When it’s installed, the equipment, the rental and the salt plan set themselves up.

Softeners, iron & sulfur filters, carbon, neutralizers, RO and UV · Salt routes, bottled water and cooler rentals · Works offline · Installs from a link · Priced by the truck, unlimited users

Sample water test & sizing · illustrative data
Water TestPrivate well · field test
22Hardness gpg
1.8Iron ppm
0.1Manganese ppm
6.9pH
310TDS ppm
YesSulfur odor
Sizing & Recommendation
Softener: 64k grain
Compensated hardness 29 gpg · 3 people · regenerates about every 8 days
Recommend: Water Softener, Iron / Sulfur Filter
A sizing guideYou decide what to quoteNot a guarantee
Quote a System
Water test → softener size → systems to quote
Good / Better / Best from your price list
Buy, finance, rent or payment plan
Rentals & salt plans bill themselves

“We are very happy. RouteHouse has been great to work with!”

— 815 Septic Guy Verified customer

The lead feature

The water test, on the report

Hardness, iron, manganese, pH, TDS, nitrate, chlorine, sulfur odor and bacteria — where it was sampled, and whether it’s a field test or a lab result. Lab reports attach as a file.

  • The softener size while you type. Hardness compensated for iron and manganese, the people in the home and the days between regenerations — the suggested grain capacity updates as the readings go in.
  • The systems the readings call for. Softener, iron / sulfur filter, whole-house carbon, acid neutralizer, RO or UV — flagged from the numbers, ready to quote.
  • Every past test kept. The quote builder starts from any test on the property, so the numbers are never typed twice.

It’s a sizing guide, not a guarantee — the dealer decides. RouteHouse records the readings your techs take and prints the lab reports you attach.

Sample lab result on file · illustrative data
Water Test · LabKitchen tap · before treatment
SampledKitchen cold tap · private wellLab result
Nitrate2.1 ppm
ChlorineNone
BacteriaAs reported by the labPresent
Lab reportPDF attached
Follow-up for the officeCreated
One tech, one morning

From a free water test to a signed rental

For water treatment dealers — softener, filter, RO and UV sales and service, residential and commercial, salt routes, bottled water and cooler rentals — whether you run one truck or twenty-five.

9:00amWater test → install

Free water test at a private well, orange stains and a rotten-egg smell. Hardness 22, iron 1.8. RouteHouse says 64k-grain softener plus an air-injection iron filter. The homeowner picks Better on their phone — rented at $99.90 a month — and signs before the tech is back in the truck. The day it’s installed, the equipment and the rental are on their account and the salt plan is on the route.

1:30pmSalt & service route

Three bags of potassium loaded into the brine tank, photo on the report. Then the annual RO filter and UV lamp change two streets over — hardness after the softener and RO product-water TDS on the report, and the system left in service. Six 5-gallon bottles to the dental office, empties swapped.

Sample system quote · illustrative data
Quote a SystemFrom the 9:00am water test
Good48k softener$2,895Or rent $39.90/mo
Better64k softener + air-injection iron filter$5,690Or rent $99.90/mo
BestBetter + RO at the kitchen sink$6,890Or rent $119.90/mo
On every choiceSalt delivery plan · annual service planAdd-ons
PricesChange anything before you sendYour price list
Send Proposal
Test → size → recommend → proposal

Quote the system Good / Better / Best

Start from any past water test, or type the readings. RouteHouse picks the systems — softener, iron / sulfur filter, whole-house carbon, acid neutralizer, RO, UV — and builds three choices from your price list.

  • Your equipment, your prices. Whatever systems you sell, priced from your own list — a change in the office reaches every tech.
  • Add-ons on every choice — a salt delivery plan or an annual service plan, so the recurring revenue is sold with the system.
  • Change anything before you send it. Swap a system, adjust a price, drop a choice — the dealer decides.
The customer picks how to pay

Buy, finance, rent or payment plan — on every choice

Each choice on the proposal can show a cash price, a link to your lender, a monthly rental with your setup fee and minimum term, and your own payment plan. The customer picks how to pay when they sign on their phone.

  • Your rentals, your terms. Monthly rent, setup fee and minimum term — your rental terms print with the rental.
  • Your in-house payment plan, in full. The plan’s terms print right beside the monthly figure: cash price, amount financed, number of payments, total of payments, finance charge and APR.
  • A link to your lender for customers who’d rather finance — the lenders you already work with.
  • Signed on their phone. The choice and the payment method go on the record with the signature.

RouteHouse never lends, approves or holds credit — the rentals and payment plans are yours. Rent and payment-plan options are on Growth and Pro.

Sample customer proposal · illustrative data
Your Water System ProposalSigned on the customer’s phone
Better64k softener + air-injection iron filter$5,690Or rent for $99.90/mo
How would you like to pay?
BuyRentPayment plan
Rental termsSetup fee · minimum termPrinted with the rental
Customer signature
Dana K.
Signed on their phone · 9:41am · prints on the proposal
Sample customer equipment after install · illustrative data
Equipment1408 Rural Route 2
Water softener64,000 grain · metered valve · set to 29 gpg · potassiumRented
Iron / sulfur filterAir injection · installed todayRented
Memberships startedEquipment rental · salt every 6 weeksCard on file
Re-keyed by the officeNothing
Sale → equipment → memberships

Installed → set up automatically

When the install report is sent, the systems go on the customer’s file as owned, rented or financed, and the rental, payment plan, salt delivery plan or service plan starts as a membership — billed on schedule with the card on file. No re-keying.

  • Every unit on file. Softeners (capacity, valve, regeneration, hardness setting, salt type), iron filters, carbon, neutralizers, sediment filters, RO, UV and water coolers on each property — with make, model, serial and install date.
  • The next tech knows what’s there. Settings and history on the property, not in somebody’s truck.
  • Rentals, salt and bottled-water plans as memberships with card-on-file auto-pay.
Recurring routes by zone and day

Salt and bottled water on a route

Salt deliveries every 4, 6 or 8 weeks — or a custom interval — on recurring routes by zone and day. The driver sees the stops; the office sees what was delivered.

  • Bags and salt type on each stop’s report — solar salt, pellets or potassium, and “loaded into the brine tank” when you fill it.
  • Bottled water: full bottles in, empties out, on every delivery report.
  • Delivery confirmation with a photo, so “it never came” is a short conversation.
Sample salt delivery report · illustrative data
Salt DeliveryTuesday · Zone 3 · every 6 weeks
Bags40 lb3
Salt typePotassium
Loaded into the brine tankYes
Salt level / bridgingChecked before fillingNo bridge
Delivery photoAttached
Next deliveryOn the route
Sample service report · illustrative data
Annual ServiceRO filters + UV lamp
RO pre / post filtersMembrane checkedReplaced
UV lamp & sleeveReplaced
Hardness after the softener0 gpg
RO product waterTDS · tank pressure18 ppm · 7 psi
System left inService
RecommendedWhole-house carbonFollow-up created
The report the trade actually uses

Service reports with follow-ups built in

Softener service and sanitizing, resin, filter and cartridge changes, RO membranes, UV lamps and sleeves, salt level and bridging, hardness after the softener, RO product-water TDS and tank pressure, what the system was left in, and what’s recommended.

  • A follow-up raised automatically when a system is left bypassed, a UV lamp has failed, a lab finds bacteria, the softener ran out of salt, or a system is recommended.
  • Job types the trade uses: water test, system install, service / maintenance, filter / membrane change, repair, salt delivery, bottled water delivery, equipment pickup, estimate / quote.
  • Workmanship warranty windows per job type, so a callback inside the window is flagged.
Built for water treatment — not a generic line-item builder

The things generic field apps get wrong for water dealers

A water test that sizes the system

Readings in; compensated hardness, a suggested softener size and the systems to quote out — while the tech is still at the sink.

Good / Better / Best from your prices

Three choices built from your own price list, with salt and service plans as add-ons on every one.

Rent, finance or pay monthly

Cash, a link to your lender, your rental or your own payment plan on every choice — picked and signed by the customer.

Rentals that bill themselves

Equipment rentals, payment plans, salt and bottled-water plans start as memberships the day the install report goes out.

Every unit on the property

Softener capacity, valve, regeneration, hardness setting and salt type — plus filters, RO, UV and coolers — with make, model and serial.

Salt and bottled-water routes

Every 4, 6 or 8 weeks by zone and day, with bags, salt type, bottles in and empties out on each stop’s report.

Service reports in the trade’s words

Resin, cartridges, membranes, lamps and sleeves, bridging, TDS and tank pressure — and what the system was left in.

Homes and businesses

Point-of-entry systems for homeowners, point-of-use RO and coolers for offices, and bottled water for the dental practice down the road — on one customer book.

Offline, install-free & bilingual

Works with no signal in a basement utility room, installs from a link (no app store needed), and runs in English or Español.

Paid by card, synced to QuickBooks

Connect your own Stripe account — customers pay the invoice by card from a link and the money goes straight to your bank. QuickBooks sync when you want it.

Job costing on every install

Tech hours from the Time Clock and materials against what you billed, so you know which installs actually made money. On Growth and Pro.

Same account as Wells

Private-well homes are the same customers. Run Wells on the same account for pump and pressure-tank work alongside the treatment system. See Wells →

A sale, start to finish

What a water test looks like on the app

1

Test it

Book the free water test from your website, a call or a text. The tech enters the readings or attaches the lab report.

2

Size it

RouteHouse suggests the softener size and the systems the readings call for. You decide what to quote.

3

Quote it

Good / Better / Best from your prices, with buy, finance, rent or payment plan on each — signed on the customer’s phone.

4

Install it, then it bills itself

Send the install report and the equipment, the rental and the salt plan are on the account — billed on schedule.

Works on any internet-connected phone, tablet or computer — iPhone or Android — right in the browser. One step further: the RouteHouse app for iPhone and iPad adds deeper integration with your device, including notifications for new jobs and schedule changes (coming soon to the App Store). See system requirements & what to buy →

Watch it work

Two minutes beats two pages of copy

Unedited screen recordings of the live app — the schedule your crew works from, and the office side you run the business on.

Septic pictured. Every trade runs the same app with its own form template, checklist and price list — on Water Treatment you’d see the water test, the softener sizing and the Good / Better / Best quote, not septic’s.

A day on the schedule

Septic, grease trap and drain jobs from the morning route through the “on my way” text — weather, crew, addresses and job notes all in one screen.

1 min 43 sec

The office side

Customers, properties, commissions and CSV exports — the admin work that usually lives in someone’s spreadsheet, running off the same records as the field app.

2 min 31 sec

Want it walked through on your own jobs? Book a demo →

Beyond the truck

Fill the schedule, and get paid faster

The field app runs the visit. This side grows the business — booking, billing, texting and the integrations crews ask for most. It's all live today.

Time clock Growth & Pro

Crews clock in from the truck — their own phone or a shared tablet, even with no signal. GPS on every punch, overtime figured for you, and a payroll-ready export at the end of the week. See how it works →

Voice notes Pro · Growth add-on

At the end of a job the tech taps the mic and talks it through. RouteHouse drafts the service report and the charges from your own price list — the tech checks it and taps Apply. See how it works →

Contract & after-hours rates

Give contract customers their own prices and minimums — their work orders use them automatically. Set your business hours and a multiplier, and after-hours hourly work gets the premium line on the invoice.

Customer sign-off on reports

The customer signs on the tablet; the signature prints on the report.

Emergency Call quick dispatch

Take the call, pick the truck that can do it and is on the clock, and send it — in under a minute.

Job costing Growth & Pro

See labor, materials and disposal against what you billed, and clocked hours that never made the invoice. Labor comes from the Time Clock.

Weather-aware scheduling Pro

Know before route day if the salt run is going to get snowed out. A 7-day forecast sits on your schedule and flags the days that put weather-sensitive work at risk — and each tech sees that risk on his own jobs.

Calendar sync Pro

Your whole schedule in Google, Apple or Outlook — plus a private per-tech link so each person sees only his own route, nobody else's.

Website lead capture Pro

Turn your site into a booking engine. Use a hosted request page or embed it on your own site — requests land right in your schedule and convert to a job or quote in one tap, with address autocomplete and an optional auto-text confirmation.

Business texting

Text from your own registered business number — “on my way” notes, reminders and a two-way message center with replies and a chime, plus automatic STOP opt-outs handled for you.

Online card payments

Connect your own Stripe account — customers pay by card and the money goes straight to your bank. Send a secure “Pay this invoice” link by email or text; paid and owing reconcile themselves, with an optional cash discount if you'd rather steer customers off cards.

Quotes & estimates

Branded, line-item estimates sent by email or text. Track what's been sent, and turn a won quote into a scheduled job in one tap — no re-typing.

QuickBooks Online

Push invoices straight to QuickBooks — no CSV in the middle. Run it by hand or set it automatic on a daily or weekly schedule, with tax-mismatch review flags before anything posts.

Recurring-service forecast

The service-due pipeline puts a dollar figure on your repeat work — this month out to five years — so you can see the revenue coming and rebook a customer in one tap.

Follow-up leads

Any report that flags a problem becomes a bookable repair lead — nothing that needs a return visit slips through the cracks, and the work is already scoped.For water treatment that means a system left bypassed, a failed UV lamp, a lab that finds bacteria or a recommended system lands on the office’s list automatically.

Works anywhere you operate

Available worldwide with localized currency and formats in ~140 countries, a field app in 9 languages, and holiday-aware scheduling across 7 countries.

Your logo on every ticket, invoice and quote. Before-and-after photos on the PDF.
Field app now in 9 languages, and built for more.

New add-on · Now in pilot

Never miss a call

A homeowner calls while both techs are mid-install. The RouteHouse Phone Assistant answers every call, just the ones you miss, or only after hours — your choice — and drops a ready-to-schedule request in your Requests box. Urgent calls — “the softener is flooding the basement” or “the office is out of drinking water” — are flagged 🚨 and can ring straight through to you.

Keep your number. Per-company add-on, works with any plan.

Call and hear “Tammy” now · (779) 278-8911

Demo line — the call ends after about 20 seconds, just long enough for a short intro. Your normal call rates apply. “Tammy” is just our demo: name your assistant anything you like, with a male or female voice in a range of accents to match your business.

See how the Phone Assistant works →
  1. It answers. A friendly, named assistant picks up like your front desk.
  2. It asks the right questions. Name, address, what they need, how urgent, gate codes and dogs.
  3. It lands on your schedule. Call summary and transcript in your Requests box — one tap turns it into a job or quote, for you to confirm.
Included · Proposals & memberships

Sell the system three ways, then let it keep paying

Quote Good / Better / Best and let the customer sign on their phone — buying, financing through your lender, renting or on your payment plan. Then the rental, the salt plan and the annual service plan bill themselves as memberships.

Included with RouteHouse. Financing through the lenders you already work with.

See proposals & memberships →
  1. Good / better / best proposals. Signed on the customer’s phone, with buy, rent or payment plan on every choice.
  2. Memberships. Rentals, salt delivery and service plans, with auto-pay on your own Stripe account.
  3. Visits that book themselves. Members pick a day from a text or email link; the rest land on your Call List.
Same customers, same account · Wells

The well and the water on one account

A private-well home needs the pump and pressure tank looked after as much as the softener. RouteHouse runs Wells on the same account as Water Treatment — one customer book, one schedule — so a pump call and a filter change are one customer history.

Add Wells as your one free extra trade, or any trade after that at 40% off.

See Wells & Pumps →
  1. Water treatment for the water. Tests, systems, rentals and salt routes.
  2. Wells for the well. Pump and pressure-tank service on the same property.
  3. One customer, one history. Everything installed at the address, in one place.
Pricing

Priced by the truck. Unlimited users.

Add every tech, driver and office helper at no extra cost — you pay for trucks, not seats. Water tests, equipment records and service reports are on every plan. Early customers lock these rates in.

Run another RouteHouse trade? Add it at 40% off.

Do other work too? Any Trade jobs are included at no extra cost — plumbing hookups, handyman calls and general service work, quoted, scheduled and invoiced in the same app, on the same trucks.

Water tests & equipment records on every plan 1 more trade free — your pick Each trade after that 40% off Unlimited users
Solo
One truck, owner-operator.
$99/truck/mo
$49.50/truck/mo
$1,188 covers 24 months
$1.63 a truck per day
+ 1 more trade free — your pickAny RouteHouse trade · 100% off
  • Field app + admin console
  • Water tests with the softener sizing guide
  • Good / Better / Best quotes from your price list
  • Every unit on file — softeners, filters, RO, UV, coolers
  • Service reports & automatic follow-ups
  • Salt, filter and bottled-water job types
  • Dispatch, invoicing, card payments, offline app
Growth
A growing fleet of trucks and crews.
$149/truck/mo
$74.50/truck/mo
$1,788 covers 24 months
$2.45 a truck per day
+ 1 more trade free — your pickAny RouteHouse trade · 100% off
  • Everything in Solo
  • Rent & payment-plan options on every choice
  • Proposals signed on the phone + link to your lender
  • Salt & bottled-water delivery routes
  • Rentals & plans as memberships with auto-pay
  • QuickBooks sync — push customers & invoices
  • Time clock with GPS + payroll export
  • Job costing — tech hours & materials vs. billed
Fleet
Large fleets & dealer networks.
CustomQuoted on request
  • Everything in Pro
  • A plan sized to your fleet
  • Dedicated onboarding & data move
Talk to us

Prices are per truck, averaged over a 24-month term: buy one year (or 25% down, balance within 30 days) and your second year is on us. Water tests and equipment records on every plan. One more trade free, your pick; each trade after that is 40% off. Limited-time offer — see payment terms. Unlimited users. Prices exclude applicable taxes.

Switching is on us.

Coming from other water treatment software, a spreadsheet or paper? On a Year 2 free plan we do the move for you.

  • Data import — customers, addresses, equipment and job history
  • 1–4 live training sessions for office and crews
  • Switcher credit — a free month for every month left on your current contract

Just need scheduling, quotes and invoicing? Any Trade runs general service work for at least 10% less than Jobber, from $26 a month. It doesn’t include water tests and sizing, buy / rent / payment-plan proposals, equipment records or salt routes — that’s what the Water Treatment edition is for, and Any Trade jobs come with it. Compare Any Trade →

Running a large fleet or a dealer network? Talk to us → and we’ll size a plan to your operation.

Questions

Water treatment software, answered

  • What is water treatment software? It runs the office and field side of a water treatment dealer. RouteHouse puts the water test on the report, sizes the softener and suggests the systems to quote, sends a Good / Better / Best proposal the customer can buy, finance, rent or put on your payment plan, and once the system is installed keeps the equipment, rentals, salt deliveries and service visits on the customer’s file and billing on schedule.
  • How does the softener sizing work? As the tech types the readings, RouteHouse compensates the hardness for iron and manganese, takes the number of people in the home and the days you want between regenerations, and shows a suggested softener size plus the systems the readings call for, such as an iron / sulfur filter, carbon, an acid neutralizer, RO or UV. It’s a sizing guide, not a guarantee: the dealer decides what to quote.
  • Can the customer choose to buy, rent or pay monthly? Yes. Each choice on the proposal can show a cash price, a link to your lender, a monthly rental with your setup fee and minimum term, and your own in-house payment plan. The customer picks how to pay when they sign on their phone. Payment-plan terms print in full beside the monthly figure, and your rental terms print with the rental. RouteHouse never lends or approves credit; the rentals and plans are yours. Rent and payment-plan options are on Growth and Pro.
  • What happens after the install? When the install report is sent, the systems go on the customer’s file as owned, rented or financed, and the rental, payment plan, salt delivery plan or service plan starts as a membership, billed on schedule with the card on file. Nothing is typed in twice.
  • Does it handle salt delivery and bottled water routes? Yes. Salt deliveries run every 4, 6 or 8 weeks, or a custom interval, on recurring routes by zone and day. Each stop’s report records the bags and salt type and whether it was loaded into the brine tank; bottled water records full bottles in and empties out. Delivery confirmation comes with a photo.
  • What equipment can be kept on file? Softeners (capacity, valve, regeneration, hardness setting, salt type), iron and sulfur filters, carbon, acid neutralizers, sediment filters, reverse osmosis, UV and water coolers, each with make, model, serial and install date, on the property they’re installed at. RouteHouse works with whatever systems you sell.
  • What goes on a service report? Softener service and sanitizing, resin, filter and cartridge changes, RO membranes, UV lamps and sleeves, salt level and bridging, hardness after the softener, RO product-water TDS and tank pressure, what the system was left in, and what’s recommended. A follow-up is raised automatically when a system is left bypassed, a UV lamp has failed, a lab finds bacteria, the softener ran out of salt, or a system is recommended.
  • Does RouteHouse judge the water itself? No. RouteHouse records the readings your techs take and prints the lab reports you attach. It makes no health, safety or certification claims; the sizing is a guide and the dealer decides.
  • How much does RouteHouse cost for a water treatment dealer? It’s priced by the truck, not per user: $99 per truck per month billed annually ($1,190 per truck per year) on Solo, $149 on Growth and $249 on Pro, or $119, $179 and $299 month to month, with a quoted plan for large fleets and dealer networks. For a limited time, buy one year and your second year is on us. Water tests, equipment records and service reports are on every plan; rent and payment-plan options, delivery routes and rentals as memberships are on Growth and Pro. Unlimited office staff and techs.
  • Can customers pay by card? Yes. Connect your own Stripe account: customers pay by card from the invoice link and the money goes straight to your bank on your Stripe payout schedule. If you already use Stripe, connect that account. Stripe’s processing fees show on your own Stripe statement.

Test it, quote it, let it bill itself

Book a 20-minute demo and we’ll run one of your real water tests through RouteHouse — the readings, the softener size, a Good / Better / Best proposal with a rental option, and the equipment and memberships the day it’s installed.

Book a demo
See it on your jobs

Book a 20-minute demo

We’ll walk one of your real water tests through RouteHouse — enter the readings, size the softener, build Good / Better / Best with a rental and a payment plan, sign it on a phone and see the equipment and memberships set up. Bring a test you ran last week.

  • No slide deck — a live look at the actual app.
  • Founder pricing locked for early customers.
  • We help you set up your first day, free.

You'll pick a time on the next step. No spam, ever.