Water treatment software for crews that go to the client
Softener installs, then salt deliveries and filter changes on repeat with autopay. Settles books the work, sends the crew, invoices the job and gets you paid, from $79 a month in Canadian dollars.
What goes wrong in water treatment, and what Settles does
Installs that run over several days
A project puts every day of the install on the calendar, with progress invoices and holdback.Pro and up
Yearly service visits nobody remembers to book
Renewals and yearly visits are drafted on time, for you to send or to go out on their own.Pro and up
Leads lost between the call and the quote
A nudge each morning about requests and quotes nobody has answered.
Set up for water treatment on day one
Pick water treatment when you create your account and Settles suggests a starter list for it. You set your own prices, and nothing is added until you tick it.
Services
- Water testabout 30 minutes to start
- Water softener installationabout 4 h to start
- Reverse osmosis installationabout 3 h to start
- Filter changeabout 45 minutes to start
- Softener salt deliveryabout 15 minutes to start
- Annual system serviceabout 1 h to start
Extras clients can add
- Extra salt bag: Per bag
- Bypass valve: Fitted with the install
- Water test results: Left with the client
Equipment the crew checks off as they load the truck: pipe tools. Materials tracked against each job: softener units, filter cartridges, softener salt.
Everything else the business runs on
- A schedule the whole crew sees, and a crew app in any phone browser with clock in, checklists and photos
- New requests priced as they arrive, and accepted quotes that book a day, a time and a crew
- Every finished job on a draft invoice right away, paid by card from the link or by e-transfer
- Reminders that chase late invoices, and a Home screen that shows who to call
See it on the homepage, or look around a real workspace with no signup.
What it costs
Base is $79, Pro $129 and Elite $179 a month in Canadian dollars, plus $4.95 for each employee. Owners are free, and there is no setup fee. Card payments are Stripe's standard rate with no markup from Settles.
See what each plan includes · How it compares with Jobber and others
Questions owners ask
Can I bring my clients from Jobber or a spreadsheet?
Yes. Import your client list from a spreadsheet or a Jobber export and be scheduling the same afternoon.
Does it work if it is just me, or one small crew?
Yes. Base is made for one to three people, and owners are never charged as an employee. Add people as you hire and the bill moves by $4.95 each.
Do my crew need to install an app?
No. The crew app runs in the phone's browser. They open a link, sign in, and see their day.
More in home systems and installs
Try it with your own jobs
From $79 a month plus $4.95 per employee, cancel any time. Import your clients and be running in an afternoon, with no sales call.
Talk to the person who built it
No sales team, no ticket queue. Petr answers, usually the same business day.