PROJECTS & TASKS

Keep projects moving. Keep your whole team connected.

From a new water-treatment installation to a complex commercial project, organize the work, assign responsibilities, track milestones and know what needs attention next—all in H2O Pro Suite.
See a Project in Action
Plan the project. Coordinate your people. Deliver with confidence.

Projects with a clear plan

Bring the customer, scope, project milestones, team assignments and related business records together.

Tasks people can act on

Give staff clear assignments, priorities and deadlines—and a place to update progress.
A LOOK AT A PROJECT

See where the job stands at a glance.

Here is a fictional residential water-treatment installation to illustrate a typical project view. The stages, dates and task counts below are examples—not live customer records or automatic estimates.

Planning · Site assessment complete

Customer requirements recorded. Site measurements and proposed equipment captured for review.

In progress · Equipment installation

Installation assigned to the field team. Two of four example project tasks completed.

Next milestone · Final verification

Confirm system operation, document final checks and request any required approval.

One project. Visible next steps.

Example: 4 tasks · 2 completed · 1 in progress · 1 upcoming. This illustrative summary shows how the project and its tasks can be reviewed together.
PLAN THE WORK

Organize every stage from start to handover.

Set a project scope, record the customer, assign the team and work toward scheduled milestones. Project templates can help your dealership reuse a familiar process rather than starting from scratch each time.

Project details and customer links

Keep project status, expected dates, scope, customer relationship and the information your team needs in one project record.

Reusable project templates

Create repeatable project outlines with planned phases, milestones and deliverables for work your dealership performs regularly.

Milestones and deliverables

Set project phases, due dates, assigned staff and approvals; track whether each milestone is planned, active, blocked, under review or complete.

Approvals and project decisions

Route applicable milestones and deliverables for internal review or customer approval before the project moves ahead.
EVERY TASK HAS AN OWNER

Turn the project plan into work your team can finish.

Create tasks with clear assignments, due dates and priorities. Staff can review authorized work in the Staff Portal, update task progress and keep the office informed about what is done, delayed or blocked.

Assign the right team members

Connect project work to staff and make the responsibility for each task clear.

Priorities and due dates

Identify urgent work, deadlines and the tasks that need attention.

Progress and blockers

Review tasks that are not started, open, in progress, waiting, blocked or done.

The project is the plan. Tasks are the action.

Projects carry the overall scope, milestones and business context. Tasks identify the individual pieces of work and their responsible people. The Staff Portal helps employees act on their authorized assignments.
MORE THAN A PROJECT CHECKLIST

See the work, time and finances in context.

A project can connect planned work to relevant records elsewhere in H2O Pro Suite. Keep the team informed and understand what the job involves without losing the customer context.

Files and project communication

Keep relevant project files, messages and supporting documents available to authorized people.

Staff time and project labor

Review work time recorded against the project separately from attendance clock-ins and breaks.

Quotes, invoices and costs

Link related quotes and invoices, and review recorded labor, expenses and budget information as available.

Meetings and schedule

Connect applicable milestones and project conversations to scheduling and meeting workflows.
STAY ON TOP OF THE DETAILS

Know what is finished—and what still needs a decision.

Managers can review milestones, task progress, deadlines, approvals and related records. Authorized staff can update their work without needing full access to the dealership’s administration workspace.

Clear approval checkpoints

Review pending internal and client approvals for eligible milestones or deliverables.

Project status and progress

See saved completion percentages, completed tasks, outstanding work and overdue milestones in the project overview.

Staff Portal connection

Assigned staff see the work their role allows, including project tasks and applicable project milestones.
KEEP YOUR BUSINESS MOVING

From the first task to the final handover.

Give your dealership a clearer way to coordinate installations, service-related projects and team work. Explore how Projects & Tasks connects with time tracking and business reporting.
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Explore Staff & Time Tracking
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STAFF & TIME TRACKING

A better way for your team to clock in and stay on track.

Give employees a dedicated Staff Portal to clock in, take breaks and lunch, and clock out at the end of the day. Keep their shifts, hours, and work records organized in H2O Pro Suite.
See the Staff Portal Time Clock
For water-treatment teams in the office, on the road, or at customer sites.

The time clock is in the Staff Portal

Staff sign in to their own workspace and see the actions available for their current shift.

A clearer picture of staff hours

Staff review hours and shift history while managers handle attendance approvals and corrections.
INSIDE THE STAFF PORTAL

Clock in. Break. Lunch. Clock out.

Your staff manage the workday from their own portal. The available actions change with the shift: start work, take a break or lunch, return to work, and finish the day.

Clock in

Start the shift and select an available work mode, such as office, field, or remote.

Take a break

Start and end a break in the portal. The time is recorded with the shift.

Take lunch

Clock out for lunch and return using the lunch controls. The active lunch period is tracked.

Clock out

Finish the shift and keep a record of worked hours, breaks, and lunch.
MORE THAN A PUNCH BUTTON

Your time and shift details, all in one place.

The Staff Portal shows the current clock status and elapsed time, alongside a history of attendance and the information staff need to check their hours.

Current shift and live status

See whether you are clocked in, on break, on lunch, or off shift, with shift and pause timers where applicable.

Weekly hours at a glance

Review accumulated hours, including regular time and calculated overtime based on the business settings.

Attendance history

Look back at clock-in and clock-out times, break and lunch periods, and recorded totals for previous shifts.

Request a missed-punch correction

Select a past shift, enter the corrected time, and provide a reason for management to review.
TWO IMPORTANT VIEWS OF TIME

Track the shift—and the work completed during it.

H2O Pro Suite keeps attendance punches separate from project and billable time. That way, employees can account for their workday while still recording hours against the jobs they perform.

Employee attendance

Use the Staff Portal time clock for shifts, breaks, lunch, weekly hours, and attendance history. This is the staff timekeeping record.

Project and billable time

Log separate time entries for projects or tasks, including work type, hours, a description, and whether the time is billable.
BUILT FOR YOUR WHOLE TEAM

Give staff simple timekeeping. Give managers the details.

Managers can review attendance, resolve time corrections, and set timekeeping rules for the dealership. Staff can focus on their work instead of chasing paper timesheets.

Review and approve shifts

See employee attendance records and approve completed shifts where approval is required.

Handle corrections with a record

Review missed-punch requests and retain reasons when attendance needs to be adjusted.

Set timekeeping preferences

Configure work modes, break and lunch durations, pay-period settings, and the overtime threshold.

Optional location checks

When enabled, request location verification for selected clock actions to support field-based teams.
ONE CONNECTED WORKDAY

Less time chasing timesheets. More time serving customers.

From the first clock-in to the final approval, keep staff attendance and job time visible in the same system your team uses for projects, service, and customer work.
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Explore Reports & Analytics
Explore Projects & Tasks
MARKETING & SOCIAL MEDIA

Plan the campaign. Reach your audience. Stay connected.

Plan email newsletters and customer campaigns alongside Facebook, Instagram, TikTok, and Google Business Profile content, Video Studio projects, and website promotions. Keep the messaging and channel-specific next steps together in one marketing workspace.
Explore the Marketing Workflow
Built for water treatment dealers, service businesses, and growing teams.

Organized campaigns

Build campaigns with objectives, audiences, channel selections, content, and planned dates so your team knows what is being prepared and why.

More than social posts

Work with email campaign drafts, newsletter forms, social content, customer outreach plans, and website marketing without separating every campaign into another tool.
HOW IT WORKS

From a campaign idea to coordinated outreach.

Define the audience and message, prepare campaign content, manage the channel-specific next steps, and review the records and results that are actually available.

Plan the campaign

Choose the campaign goal, audience or contact list, channels, and planned schedule.

Prepare the creative

Compose email or SMS copy, organize social media drafts, plan newsletter content, and prepare website or video assets.

Set up the next step

Save planned dates and recipient or channel settings; use connected delivery services only where supported and configured.

Review the activity

Review saved campaign activity, delivery information where supported, UTM details, and available website engagement signals.
EMAIL, NEWSLETTERS & CUSTOMER OUTREACH

Stay in touch beyond the social feed.

Prepare email campaigns and newsletter content, collect newsletter signups, and organize outreach to the right audience. The module also supports SMS campaign records, nurturing plans, referral programs, and consent information. Actual sending and automations depend on configured delivery services and verified workflows.

Email campaigns and newsletters

Compose email campaigns with sender and reply-to details, subject and preview text, message body, contact-list reference, call to action, and planned send date.

Newsletter signup forms

Create newsletter signup forms and use the dedicated website newsletter module where installed and enabled, with applicable consent fields.

SMS campaign planning

Prepare text-message content, list and sender details, consent basis, destination links, and planned send times; do not assume automatic SMS delivery.

Audience lists and consent

Keep contact lists, audience segments, opt-in information, and suppression records separate from message content.

Lead nurturing and automation records

Organize nurture plans, triggers, steps, and timing in the campaign workspace. Execution depends on the actual connected workflow.

Reviews, referrals and outreach

Prepare review-request and referral campaign records, including messages, timing, destinations, and relevant offers.
SOCIAL MEDIA & VIDEO

Reach customers on Facebook, Instagram, TikTok, and more.

Create channel-ready content for Facebook, Instagram, TikTok, LinkedIn, X (Twitter), and Google Business Profile. Connect eligible accounts, prepare media in Video Studio, plan publishing where supported, and review the result for each destination. Available formats and publishing permissions vary by network.

Facebook & Instagram

Prepare Facebook Page posts and Instagram image or video content using connected accounts. Instagram media publishing requires an eligible professional account and supported media.

TikTok

Prepare TikTok video or photo posts with creator-specific media and privacy settings. Direct posting depends on the account, app permissions, and TikTok requirements.

Google Business Profile

Prepare updates for an eligible, connected Google Business Profile location, with suitable text, links, and images. This covers local profile posts—not full business-profile administration.

LinkedIn & X (Twitter)

Prepare professional updates and text or link posts for LinkedIn and X (Twitter), with independent connected-account and delivery results.

Video Studio projects

Create short-form videos from clips and timelines, choosing appropriate aspect ratios for Instagram, TikTok, and other intended channels. Rendering and publishing depend on available tools and network requirements.

Accounts, queue & delivery status

Configure the supported network connections, manage scheduled or queued posts, and check the result or error for each destination instead of assuming a post succeeded everywhere.
WEBSITE MARKETING & OUTREACH

Connect website promotions with the rest of your marketing.

Coordinate campaign offers, landing-page content, website calls to action, and lead or newsletter forms. Use UTM records, A/B test configurations, and available engagement data to support review without implying all conversions are measured automatically.

Website calls to action

Manage campaign heroes, announcements, and other supported promotional website modules where they are installed and enabled.

Offers and promotions

Prepare promotions, coupons, and campaign messages with appropriate dates, destinations, and audience details.

Lead and newsletter forms

Provide contact, lead, quote-request, or newsletter forms using supported modules, where enabled, with appropriate consent and follow-up setup.

Campaign tracking and tests

Keep UTM campaign parameters and A/B testing records organized alongside any supported website impressions and clicks.
CAMPAIGNS THAT FIT YOUR BUSINESS

Plan a more connected marketing experience.

Bring email newsletters, SMS campaign plans, customer outreach, social content for Facebook, Instagram, TikTok, LinkedIn, X, and Google Business Profile, Video Studio projects, and website promotions into a coordinated marketing workspace.
Campaign editors, schedules, and saved records do not by themselves establish automatic bulk email delivery, SMS sending, or trigger-based automations. Delivery features require configured providers, consent, and verification of the complete workflow.
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Explore Customers & Sales
Explore All Features
WEBSITE STUDIO

Design your website with drag and drop.

Create a professional website that reflects your water treatment business. Drag and drop content, photos, videos, forms, and more. Make every page your own with easy visual design controls—no coding required.
See How Easy It Is
Create, customize, and update your website whenever your business grows.

Drag. Drop. Done.

Choose an element, place it on the page, and arrange your content with the visual builder.

A design that feels like your business

Use your own colors, typography, imagery, and layouts to create a consistent look across your website.
FOUR SIMPLE STEPS

Your website, made simple.

Choose a design, drag and drop elements into place, customize the look, and preview the result before publishing. You are in control from start to finish.

Start with a page or template

Choose a blank page or a starter layout, then organize it in the right website category.

Drag, drop and arrange

Add elements with drag and drop, move them between rows and columns, and build the layout you want.

Make the design yours

Click an element to change its content, colors, fonts, spacing, and other style options.

Preview and publish

Check your design on desktop, laptop, tablet, and mobile screens. Save your changes and publish when ready.
EXPLORE THE ELEMENT LIBRARY

68 elements. Your ideas.

Go beyond basic text and images. Choose from 68 page elements to create beautiful layouts, show your work, answer customer questions, and turn visitors into new inquiries.

Text, buttons and content cards

Build pages with headlines, text, lists, buttons, testimonials, FAQs, and clear calls to action.

Photos, videos and galleries

Show equipment, installations, finished projects, before-and-after comparisons, galleries, and video content.

Forms, charts and interactive content

Add contact and lead forms, charts, maps, tabs, accordions, and other engaging elements.

Marketing and conversion elements

Highlight promotions, offers, countdowns, pricing information, and newsletter signup opportunities.
EVERYTHING IN ONE STUDIO

More than a page builder.

Create new pages, keep your branding consistent, organize your website, and update content without bouncing between different tools. Your website can grow right along with your dealership.

Pages and categories

Create new pages, organize content into categories, and easily find what you want to update.

Headers, footers and navigation

Customize the header, navigation menus, mobile menu, and footer to match your business.

Starter templates and reusable styles

Get started faster with templates and keep colors, headings, and spacing consistent across pages.

Media and revision history

Reuse your photos and other media, update saved designs, and revisit earlier revisions when needed.
LET YOUR BUSINESS STAND OUT

A website that works as hard as you do.

Show customers what makes your dealership different. Present your water treatment services and equipment, share your expertise, display real projects, and make it easy for visitors to contact your team.
Whether you are opening a new dealership website or refreshing an existing one, Website Studio gives you the creative control to make a lasting first impression.
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Explore SEO Center
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SEO CENTER

Get found online. Keep improving your visibility.

Help more customers discover your water-treatment business. SEO Center brings website health, content improvements, local search, and search-performance insights into one clear workspace.
Explore the SEO Overview
Built for water professionals serving real communities—not just for search experts.

Know what matters first

Spot important SEO issues and prioritize the pages and opportunities that deserve attention.

Reach the right local customers

Improve how your water-testing, filtration and softener services are presented for your service area.
AT-A-GLANCE VISIBILITY

See your website performance at a glance.

A clear overview helps your team understand the website’s strengths, find issues and track improvements over time. The figures below are fictional examples of the kinds of information SEO Center can present.

SEO health · 84/100

Example overview score across the areas being evaluated.

Content SEO · 91/100

Example page and content optimization score.

Technical SEO · 78/100

Example technical findings score for the website.

Local SEO · 83/100

Example local-search opportunity score.
Example search clicks over six monthsFictional search performance, shown only to illustrate reporting
Example SEO opportunities by topicFictional findings grouped by area
Demonstration only. These sample scores and charts do not represent a live dealership, real search traffic, or promised ranking improvements.
CONTENT & KEYWORDS

Make every important page work harder.

Help your website explain exactly what your dealership offers. SEO Center reviews content, metadata and search opportunities so you can improve pages about water softeners, well-water treatment, filtration, and water testing.

Titles, descriptions and headings

Review page titles, search descriptions and heading structure so each service page communicates its purpose clearly.

Keywords and search opportunities

Discover relevant queries and opportunities to improve pages customers might already be finding.

Content improvement guidance

Identify content gaps, readability concerns and opportunities to better answer customer questions.

Social sharing previews

Review Open Graph and X sharing information so links to your website present your business clearly.
LOCAL SEARCH

Be easier to find where you do business.

Your customers search for water-treatment help in specific towns, neighborhoods and service areas. SEO Center helps you organize location information and improve service pages for the communities you serve.

Water softener installation

Help a potential customer understand your softener services in the areas you serve.

Well-water iron removal

Present your experience with local well-water challenges and treatment options.

Water testing near me

Make your testing services, locations and contact details easy to understand.

Business locations and service areas

Organize business information, location details and service areas for local visibility.

Local service pages

Create and improve location-focused pages for genuine services and communities served.

Business information consistency

Review the details customers use to recognize and contact your dealership.

Local structured data

Give search systems clearer information about the business, locations and services with supported schema.
AI SEARCH READINESS

Help search engines and AI answers understand your business.

Customers increasingly ask detailed questions about water quality and treatment. SEO Center helps organize information that makes your services, expertise and locations easier to interpret in traditional search and AI-powered answers.

Answer-ready content

Improve how pages explain important questions about hardness, chlorine, iron, well water and filtration.

Business and service clarity

Keep the names, locations and treatment services associated with your business clear and consistent.

Schema Studio

Review structured-data opportunities and use page-specific schema to clarify relevant information.
AI search readiness is guidance about website content and structure. It does not guarantee placement or measure actual appearances in ChatGPT, Gemini or AI search answers.
TECHNICAL SEO

Find the issues that hold your website back.

Keep the foundation of your website healthy. SEO Center helps identify technical problems that can interfere with crawling, indexing, page navigation or search presentation.

Website crawling and health checks

Review discoverable pages, broken links, duplicate content and structural SEO findings.

XML sitemaps and indexing

Manage sitemap inclusion, public sitemap health and submission to supported search tools.

Redirects and canonical URLs

Review redirect paths, preferred page URLs and indexing signals.

Robots and indexing controls

Find directives that may affect how search systems can access and index pages.

Page performance opportunities

Review resource size, response behavior and optimization opportunities that affect visitor experience.

Structured data checks

Discover structured-data issues and opportunities to improve search-engine understanding.
MEASURE AND IMPROVE

Know what’s working—and what to improve next.

SEO is ongoing. Use available search information, comparisons, monitoring and prioritized recommendations to make steady progress as your dealership grows.

Google Search Console

Connect a verified Google property to review available clicks, impressions, queries and search positions.

Competitor and keyword insights

Understand content and keyword opportunities relative to other relevant websites.

Reports and priorities

Review findings, changes, progress and recommended next steps in one SEO workspace.

Your website brings customers in. Give it the attention it deserves.

Use Website Studio to create an impressive site, then use SEO Center to help the right customers discover your services. Keep both working together inside H2O Pro Suite.
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