STAFF PORTAL

One place for your team to get the job done.

Give your team a dedicated workspace to see assigned work, prepare for customer visits, record water-testing and service details, and keep the office informed. Everything they need depends on the tools and permissions your dealership enables.
Explore a Day in the Staff Portal
Made for water-treatment teams in the office, on the road, and at the customer site.

My work, at a glance

Start with your schedule and the customer work assigned to you.

A connected customer visit

Open the information you need, record results, and keep the next step visible.
BUILT AROUND THE WORKDAY

From the first appointment to the final update.

Whether you are meeting a homeowner or servicing a water system, the Staff Portal brings the relevant work together without sending employees through the office administration area.

See today’s work

Review available appointments, assignments, and your upcoming schedule.

Prepare for the visit

Review customer, site, water-system, and job information when your role permits.

Complete the work

Record a sales call, service visit, or water test in the corresponding workflow.

Keep everyone informed

Save results, updates, and next steps so the appropriate team can follow through.
ON-SITE TOOLS FOR WATER PROFESSIONALS

The information your staff need, right where they work.

The Staff Portal can bring water-specific workflows into the field. Employees only see the modules enabled for the dealership and allowed for their role.

Sales consultations

Work through assigned sales calls, site information, and treatment conversations.

Service calls

Review assigned service visits, equipment details, and service records.

Water testing

Record and review water readings and related findings when available to the staff member.

Installed water systems

See available system and equipment records for the customer location.

Scheduling & routes

Review appointments and, when enabled, assigned routes and navigation.

Customer lookup

Find customer information connected to the work you are authorized to handle.
KEEP THE TEAM CONNECTED

Field staff and office staff—working from the same information.

Give your employees access to the records and communication tools they need to complete their responsibilities, without exposing the entire business administration system.

Files and documents

Access available job files and supporting documents from the portal.

Meetings and conversations

Review available meetings and participate in team conversations where permitted.

Projects and tasks

Keep assignments, task details, and project work visible when those modules are enabled.

Support and follow-up

Access relevant support tickets and follow-up records when available for your role.
TIME CLOCK INCLUDED

Clock in and get to work—without switching systems.

The Staff Portal includes the employee time clock for clocking in, starting and ending breaks or lunch, and clocking out. Staff can review attendance history while authorized managers handle approvals and corrections.

Your workday clock

Track shifts, breaks, lunch, and attendance from the employee portal.

Time on jobs

Where enabled, record project or task time separately from attendance punches.
Explore Staff & Time Tracking
THE RIGHT WORKSPACE FOR EVERY ROLE

Give your team the tools they need. Keep control of what they see.

H2O Pro Suite lets the dealership choose Staff Portal navigation and enabled modules. Assigned work and record permissions help staff focus on their own responsibilities, whether they are in the office, driving to an appointment, or working at a customer site.
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Explore Scheduling & Dispatch
Explore Staff & Time Tracking