Water Quality Checklist
The single most under-sold upsell in residential plumbing is water softening and filtration. Almost every service visit reveals an upsell signal — hard-water scale, an aging softener, customer complaints about water taste — but unless the workflow forces the capture, the tech moves on.
The water-quality checklist forces it.
The 90-second check
The tech’s tablet auto-prompts at end-of-job:
- Hardness reading — quick titration test (kit shipped with installation)
- Visible scale on fixtures — yes / no
- Existing softener — brand, age, regenerating properly?
- Customer interest in filtration — high / medium / low (based on their reaction)
What happens with each flag
- High interest → branded softener / filtration quote sent within 24 hours
- Medium interest → educational SMS sequence over 14 days
- High hardness reading + no existing softener → “Did you know?” SMS with hardness explanation
- Failing existing softener → replacement quote with side-by-side comparison
Why this works
The tech is on-site. They are trusted (they just fixed the homeowner’s actual plumbing problem). The check takes 90 seconds. The homeowner gets a real reading of their water quality from a real plumber — not a Home Depot brochure.
Shops that consistently run the checklist close 4–8 softener installs per month from service-visit signals. At $2,500–$4,500 per softener install, that is a $10K–$36K/month additional revenue stream from work the techs were already doing.
What’s in the box
- Hardness test kit (shipped with installation)
- Tablet checklist template (90 seconds, end-of-job auto-prompt)
- Auto-tagging in the customer record
- Three follow-up sequences (high / medium / educational)
- Branded softener / RO / filtration quote templates