A better way to stay on top of your water business. Comes with 5 users for your CRM.
Customer Management
Leads Management
Document Management
Custom User Calendars & Dashboards
Mobile Access
Email Integration
Reporting & Analytics
Support
Add additional users login to your ITM subscription.
Set up and allow your employees to clock in and out from their desktop or mobile site. View and approve PTO Requests and balances. Quickly generate payroll reports to send to your payroll company. Create custom PTO profiles to track and manage employee time off.
Track inventory in locations and on vehicles. Auto order from vendors when product/supplies drop below the quantity thresholds you select.
Select calendars with jobs assigned to technicians and customize how your customers get reminded that a technician will be coming to install or service a system.
Add annual, biannual, or quarterly service reminders to your customers profile to auto email and/or text to let them know their system is ready to be serviced. Give your customers the ability to self-schedule their annual service by clicking the link on the text or email and selecting from available date and am or pm time slots. Customize add-ons that a customer might want to include in the service while you have a technician on site (e.g., softener salt, or water tests).
If your company drills wells, set up this calendar to schedule and track your companies well drilling activities.
Our one-of-a-kind customizable water filtration quote generation system. Enter details of the water systems your company offers. Then enter the parameters of water contaminates from a water test that justify filtration and let ITM do the rest of the work for you. Quickly and easily send your customers professional water filtration quotes and upload them to the customers or leads profile. Offer realtors in your area access to create filtration quotes 24/7. When its 10pm on Saturday and a home sale is on the line, realtors can get a filtration quote to negotiate the sale and meet deadlines.