CUSTOMER PORTAL

Give customers a clearer view of their water and service.

H2O Pro Suite gives your customers a dedicated place to review the water information, equipment, appointments, and account activity your dealership makes available. Keep important details connected without sending customers between disconnected systems.
Designed for water treatment dealerships serving residential, commercial, and industrial customers.

A useful customer home

Give customers one place to find available water-test results, installed equipment information, and service activity.

Connected to your dealership

The portal reflects your business records and the customer-facing services your dealership enables.
HOW IT WORKS

A simpler experience from sign-in to the next service.

Customers can find what they need and take the next step using the portal features your dealership has enabled.

Sign in to their account

Customers access their own portal and the information associated with their account.

Review water and equipment

See available test findings, water systems, and installed equipment connected to their properties.

Request the next service

Where enabled, request a water test or service visit and choose an available appointment time.

Stay informed over time

Review upcoming activity, previous service, and available customer documents as the relationship continues.
WATER INFORMATION IN ONE PLACE

Help customers understand their water and the equipment protecting it.

For dealerships using Water Quality and Water Systems, the portal connects measured results and relevant equipment information to the customer relationship. Customers see the records made available to them—not an invented live water reading.

Water-test results and scores

Review recorded samples, individual measurements, applicable guidance, and the Water Quality Score where results are available.

Properties and installed systems

See associated properties, installed water-treatment systems, and equipment information recorded by the dealership.

Service requests and history

Request service when available and review past service calls and work details connected to the account.

Ongoing maintenance

See maintenance-plan information and relevant upcoming activity when those services are configured.
MORE THAN A RECORD VIEWER

Make everyday customer interactions easier.

The Customer Portal can extend beyond water quality and equipment. Enabled modules provide access to relevant appointments, account records, and support without exposing internal staff-only workflows.

Appointments and scheduling

Review appointments and request an available service or consultation time where scheduling is enabled.

Quotes, invoices, and payments

View available quotes and invoices, payment history, and account balances where the financial modules are enabled.

Documents and files

Access customer-facing agreements, documents, and shared files that the dealership makes available.

Support and communication

Review support requests or contact the business through enabled customer support workflows.
YOUR BUSINESS. YOUR CUSTOMER EXPERIENCE.

A customer portal that fits the services you provide.

H2O Pro Suite adapts the customer-facing menu to your dealership’s enabled modules. Customers get access to the records and actions relevant to them, while your team keeps the underlying water, equipment, service, and business workflows connected.
The exact portal features available depend on your dealership configuration and the customer’s records.