Clean water systems, installed and maintained
Softeners, RO units, UV and whole-house filtration — Field 2 Service quotes the install, takes a deposit on the job, rebooks every filter change on its own (Essentials and up), and keeps each site's system on file (Essentials and up) so a fault is fixed on the first visit.
✓ No card required · ✓ Invoiced by bank transfer
Sound like your week?
Treatment is install-then-maintain — the money's in the filter changes you have to remember, and the faults you have to prove you fixed.
Filter changes fall through
Every softener and RO unit needs cartridges, media or salt on a cycle. Track them on a spreadsheet and half the reorders slip — until the customer's water turns hard again.
Which media is in that unit?
Six months on you can't recall the resin type, the cartridge size or when the UV lamp was last changed. Without a per-site record, every service call is a guessing game.
The water tastes off
A fault call comes in with no history to hand, so you turn up blind. Logged as a ticket against the site, you arrive knowing the system, its age and the last service.
Quote the install, take a deposit on the job before you order the unit
Price the job from your price book (Essentials and up) — softener, RO unit, UV steriliser, media and labour — and take a deposit on the job before the kit's on order. The customer accepts online (Essentials and up), expiry tracking nudges the undecided, and the accepted quote drops straight onto the install day.
- Price book for units, media and labour
- Deposit on the job before you order the kit
- Online acceptance with quote expiry tracking
Cartridges, media and salt that rebook on their own
Put each unit on a recurring schedule (Essentials and up) — RO membranes, carbon and sediment cartridges, resin regeneration, UV lamps, softener salt — and the service jobs generate themselves onto the board. Service contracts keep the regular accounts on plan, and the customer gets an 'on my way' text on the day (Essentials and up, via your own Twilio account).
- Recurring jobs and service/maintenance contracts
- Filter, media and lamp changes booked automatically
- "On my way" texts when the engineer sets off
Every unit on file — model, media and last service
Log each installed system on the asset register (Essentials and up) — softener model, RO stage layout, resin type, cartridge sizes, UV lamp hours — with its own service history. Multi-site customers keep every property's system, access notes and contacts in one record, so you arrive knowing exactly what's fitted.
- Asset register with per-unit service history
- Multi-site customers with per-site system notes
- Media, model and last-service details on the job
Turn a 'the water's off' call into a tracked job
Every fault call lands in the tickets pipeline (Essentials and up) — hard water back, no flow, a leaking softener — flagged urgent when it needs to jump the queue. Convert it to a job in a tap, and the AI assistant can answer questions about the site's own history before you roll (every AI action is confirm-first and reversible).
- Fault tickets from new to resolved, with urgent-priority alerts
- One tap turns a ticket into a job or quote
- AI assistant answers from the site's own history
Invoice online, and give the customer a portal
Send a VAT-smart invoice with a card-payment link (Essentials and up; connect your own Stripe or PayPal) the moment the job's done — the deposit applied automatically. Customers get a portal (Essentials and up) to view their system, accept quotes and pay, while automatic overdue reminders and the aged-debtors view keep the cash coming in.
- VAT-smart invoicing with card links via Stripe or PayPal
- Customer portal — view system, accept quotes, pay
- Automatic overdue reminders and an aged-debtors view
Built-ins treatment firms lean on
Never miss a filter change again
Try Field 2 Service free for 14 days — quote an install, set the filter schedule, log a fault, invoice online. No credit card required.
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