For RO & water purifier businesses
RO AMC software for water purifier service and filter changes
Water purifier service software for RO AMCs and filter changes
Field service management software (FSM) that records each purifier with its warranty and history, plans filter changes from the AMC and logs the parts used.
Everyday problems in RO & water purifier businesses
- Filter changes are due on different dates for hundreds of customers
- Customers forget to renew and switch to the next seller
- Parts used on a visit are not recorded, so stock is a guess
- Warranty and AMC status of each purifier is hard to check on a call
What ServicePilot's RO AMC software does
- AMC plans with filters or service-only, and visits on a cadence
- Each purifier recorded as an asset with warranty and history
- Parts used recorded on the job and in stock
- Service Due list for filter changes and renewals
An RO business has a very regular rhythm: filters every few months, a membrane every couple of years, an AMC each year. That rhythm is the business. When it lives in a notebook, it works for the first hundred customers and then starts to drop people.
What the RO template sets up
- Services: RO installation, filter and cartridge change, membrane replacement and a service visit for no water or leakage.
- AMC plans: with filters included, or service only.
- Assets: domestic RO purifiers and commercial RO plants, plus water quality testing.
Filter changes on the calendar
An AMC with filters every four or six months turns into planned jobs. Between contracts, service due reminders list customers whose last filter change is due again.
Parts and stock
Record the cartridges and membranes used at each visit and they leave stock automatically. Reorder with purchase orders before the van runs short.
An RO AMC in ServicePilot
- Install the purifier and record it as an asset.
- Sell the AMC from the RO plan.
- Filter visits appear as jobs.
- Renewal reminder arrives before the term ends.
ServicePilot features RO & water purifier businesses use most
- AMC ContractsAnnual maintenance contracts with plans, covered sites and a visit schedule
- Service Due & RemindersKnow which customers are due for a repeat service, and tell them
- Inventory & PurchasingParts, vendors, purchase orders, goods receipts and stock movements
- Customers, Sites & AssetsEvery customer with their sites, contacts and the equipment you service
Frequently asked questions
Frequently asked questions
Installation, filter and cartridge change, RO membrane replacement and a service visit for no water or leakage, with RO AMC plans with filters and service-only, and domestic and commercial purifier asset types.
Yes. Each purifier is an asset on the customer's site with its warranty and service history.
Yes. Materials are recorded on the job and flow to stock.
Yes. Quotations and sales orders cover goods, on the Growth plan and above.
See ServicePilot set up for RO & water purifier
Book a short demo and we will walk through a week of contracts, visits and billing for a business like yours.
Book your free demo
See ServicePilot set up for your trade. Name and mobile are enough, and we will call you to fix a time.