Water Softener Installation Automation
Water softener and whole-home filtration is one of the most under-sold upsells in residential plumbing. Almost every service visit reveals a softener upsell opportunity — hard-water staining, scale buildup on fixtures, an aging old softener that’s no longer regenerating. The plumbing shops that systematically capture those signals close 4–8 softener installs per month.
The Plumbing Snapshot for GHL automates the entire capture-to-close loop.
The water-quality checklist
Every service visit auto-prompts a 90-second water-quality check on the tech’s tablet:
- Hardness reading (titration strip)
- Visible scale on fixtures (yes/no)
- Existing softener (brand / age / status)
- Customer interest in filtration (high / medium / low)
A “high” or “medium” interest flag triggers a follow-up quote sequence within 24 hours — a branded PDF with options (entry softener / softener+RO / whole-home filtration), photos of comparable installs, and financing.
What ships
- Water-quality checklist on every service visit
- Auto-tagged softener / RO upsell leads
- 24-hour quote follow-up sequence
- Photo-backed install proposals with side-by-side option comparison
- Annual / quarterly salt-delivery maintenance plan
- Post-install hardness re-test reminder at 6 months