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Close at the kitchen table.
On-the-spot financing + recurring service + AI intake. 14-day free trial.
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Built for water-treatment shopsHard water complaint
Hard water complaint
to signed install in a day.
Customer texts about scale, rust, or smell. AI books the test. Quote with on-the-spot financing approval. System installed and on autopay before the week is out. Recurring filter changes and salt deliveries handle themselves.
Built for the trades
PLUMBING
HVAC
ELECTRICAL
ROOFING
HANDYMAN
CHIMNEY
For Water Treatment
Water treatment is install + recurring. Both leak revenue without the right CRM.
$3,400
Average softener install ticket
$95/mo
Recurring salt + filter program ARPU
<60 sec
Wisetack financing approval at the kitchen table
Test → install → recur workflow
From hard-water complaint to signed install, same week.
Built for shops that test, install, and then own the customer for ten years of filter changes.
1
Customer complains about water
Scale on faucets, rust stains, sulfur smell, soap not lathering — different complaints route to different test packages.
2
AI books the water test
Free or low-cost in-home water test scheduled. AI sets expectations: tech runs hardness, iron, pH, TDS, chlorine, and bacteriological if needed.
3
Quote with on-the-spot financing
Tech presents results, quotes a system from your price book, taps Wisetack/Synchrony for sub-60-sec financing approval at the kitchen table.
4
Install + auto-recurring service
Install scheduled. Auto-enrolled in salt-delivery + filter-replacement cadence. Customer portal handles AutoPay and reorders.
Features that fit water treatmentBuilt for tests, installs,
Built for tests, installs,
and the ten-year recurring tail.
Test-result intake workflow
Tech inputs hardness, iron, pH, TDS, chlorine, bacteria. Whitrack matches results to recommended systems from your price book — never made-up specs.
On-the-spot financing
Wisetack / Synchrony integrations let the tech tap a button at the kitchen table and get sub-60-second financing decisions. Bigger tickets close.
Filter + salt recurring service
Per-system maintenance cadence — RO filter swaps, brine tank salt deliveries, UV bulb replacements all auto-scheduled and member-priced.
System lifecycle tracking
Per-address: which softener, model, install date, capacity, last regen, last filter change, projected resin replacement window.
Replacement-cycle reminders
Filters expire, resin saturates, UV bulbs die. Whitrack reminds the customer with a one-tap reorder. Replacement revenue runs itself.
Whole-home + POU systems
Whole-home softeners, RO drinking-water systems, salt-free conditioners, well-water iron filters — different system templates, different recurring patterns.
Plays nice with the tools you use
Built around the water treatment stack.
Connect the manufacturers, financing partners, and lead sources water-treatment shops use.
AccountingQuickBooks Online
PaymentsStripe
FinancingWisetack financing
FinancingSynchrony Financial
Phone & SMSTwilio
Lead sourceGoogle Local Services
ManufacturerPentair / GE / Culligan dealer portals
ManufacturerHague / Kinetico dealer portals
Water-treatment shops on Whitrack
Tickets that close at the kitchen table.
“Wisetack approval at the kitchen table was the unlock. I went from quoting and waiting to closing on the spot. Average ticket up 33%, close rate up 18%.”
Tom A.
Owner — Atlantic Blue Water Services · Annapolis, MD
“Salt delivery used to be a manual mess every quarter. Whitrack auto-schedules, customers tap to confirm, and we route by ZIP. We added 80 customers without adding a route.”
Diane R.
Operations — Mid-Atlantic Water Services · Wilmington, DE
“Bottle-Free customers love the portal. Filter reorders + AutoPay made our churn drop 40% year-over-year. The product just runs.”
Greg N.
Owner — Bottle-Free Water · Tampa, FL
Pricing
Simple pricing. Serious results.
All plans include AI missed-call recovery, scheduling, and invoicing.
MonthlyAnnualSave 15%
Starter
Perfect for solo operators
$99/mo
Billed monthly
Start free trial- AI missed-call text response
- Customer CRM (unlimited customers)
- Drag-drop scheduling
- Invoicing + Stripe payments
- Mobile app for techs
- 500 AI interactions/month
- 1 user
- Email support
Most popular
Professional
Best for growing shops with 2–5 techs
$199/mo
Billed monthly
Start free trial- Everything in Starter
- AI Quote Generator with photo upload
- Google Review management + AI responses
- QuickBooks sync
- Marketing automation
- WhatsApp messaging
- 2,000 AI interactions/month
- Up to 5 users
- Priority support
Scale
For established shops with 5–15 techs
$349/mo
Billed monthly
Contact sales- Everything in Professional
- Unlimited users
- Multi-location support
- Advanced revenue dashboards
- 5,000 AI interactions/month
- Dedicated onboarding specialist
- Phone support
All plans include a 14-day free trial. No credit card required. Cancel anytime.
FAQ
The questions shops actually ask.
Yes. Tech taps a button on the quote, customer fills a 30-second app on their phone, decision in under 60 seconds. Approved amount auto-flows to the quote. We handle the API integration; you handle the close.
Yes. Per-system cadence (60lb softener salt every 2 months, RO filters every 6 months, UV bulbs annually). AutoPay-ready, route-density-respecting, customer-portal manageable.
Well-water customers get a different intake fork — iron, sulfur, bacteria, chemical-injection workflows all supported. Air injection iron filters and chemical-feed pumps tracked per system.
Tech inputs hardness, iron, pH, TDS, chlorine, bacteria. Whitrack maps results to your price-book recommendations. Customer sees a clean PDF report with the recommendation in plain English.
Yes — annual softener service + salt delivery + filter changes as a bundle. Most shops see 30-40% attach on new installs. Auto-renewal and AutoPay make it stick.
Commercial accounts get net-30 invoicing, monthly recurring patterns, regulatory log generation (where required), and a dedicated portal for facility managers.