Customer
Folders Paperless
Office Message
Center Sales
Engine Scheduling
& Dispatch Mobile
App Recurring
Service
Rentals
& Leases Parts
Inventory Mapping
System Point Of
Sale Auto
Payments Collections
Mgmt Email
Mgmt Mgmt
Reports
Folders Paperless
Office Message
Center Sales
Engine Scheduling
& Dispatch Mobile
App Recurring
Service
Rentals& Leases Parts
Inventory Mapping
System Point Of
Sale Auto
Payments Collections
Mgmt Email
Mgmt Mgmt
Reports
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One system with tools for all of the fine details.
Our mission is to optimize business operations. Our integrated software tools are highly robust from decades of development and refinement.
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Customer Folders
Get a complete view of any customer’s information from the Watertight customer folder. Easily analyze data, perform or schedule actions, and ultimately manage all types of business relations.
Account
balanceRecent
phone callsDelivery
DatesRental
services
Sales orders
& contractsService &
billing history -
Paperless Office
Watertight seamlessly archives your customers’ documents directly on their accounts. Documents are easily accessible on the same screen as your billing and service records.
Attach scanned documents to any item necessary.
Scanned contracts, work orders, and faxes are available at any time.
Examine customer files from anywhere, even from branch offices or home.
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Message Center
Instantly and seamlessly connect all of the departments and employees that you need to work together. Items thread together - tasks, leads, service, installation, and follow up.
All messages, calls, faxes, service dispatches, sales leads, tasks, etc flow through one system.
Scanned contracts, work orders, and faxes are available at any time.
Employee profiles can be customized to access information and alerts.
Show every call and task, and who is responsible for following through.
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Sales Engine
Build a step by step workflow for your sales process. Drive every call through to an appointment and sale. Never lose a lead, measure success ratios, and automatically recycle contacts.
Generate new leads from information in your customer database.
Assign new leads to members of your sales force.
Manage salesperson schedules.
Track and guide sales activity. View projects and progress of steps.
View salesperson report cards to analyze strong and weak points and better your team.
Measure revenue, sales production, and effectiveness ratios by lead source and sales person.
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Scheduling & Dispatch
Office employees can instantly fill open spots for salesmen or service workers. Everyone has a clear and focused schedule, and there is no worry of missed tasks or double booking.
Dispatch board shows columns for each employee’s schedule, day by day.
Simply drag and drop to reorder or reassign tasks.
Assign tasks based upon who has sufficient time.
Color code tasks according to your workflow. Assign colors by city, territory, employee, and more.
Visualize schedules by pins on a map which show stops and auto-optimized driving sequences.
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Mobile App
Messaging, tasks and dispatches, routing, and lead tracking flows through the mobile devices that your team members carry. Your entire team is always connected to everything they need for your company to work smarter.
Instantly send leads, service calls, and delivery orders right to your employees’ devices.
Easily access customer information and history from the app.
Complete work in the field and instantly post updates to Watertight.
When one task is completed, the next step is automatically created and assigned to someone.
Route/mapping optimization performed in the office instantly reflects on route drivers’ devices.
Take pictures in the field and attach them to customer folders.
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Recurring Service
Plan and schedule years in advance for service contract work. Regularly notify customers via email and postcard. Maximize recurring service revenue from existing customers.
Schedule filter replacements, UV bulb changes, neutralizer service, meter readings, etc.
Receive notifications to contact customers to remind them of upcoming service work.
View monthly projections of upcoming service work. Drag and drop to reschedule.
Display multiple weeks of recurring service as pins on a map.
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Rentals & Leases
Bill customers consistently and quickly. Report every rental added or removed. Automatically increase rates. Never lose track of equipment.
Automatic billing
Promotions
& standbyAdd, remove, or
change easilyRate analysis & increase wizards
Activate & deactivate
seasonal servicesPrice controls
Log changes
by userGrowth dashboard & activity tracking
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Parts Inventory
Make sure you’re purchasing the right parts at the right time, and record where your parts are being used.
Measure repair costs for each model of rental equipment.
Buy smart. Monitor inventory levels and compare vendor pricing.
Tally inventory for multiple locations, warehouses, and trucks.
Point of sale and mobile app activity is instantly reflected in inventory.
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Mapping System
Watertight analyzes your route deliveries and service jobs and automatically plans each day’s work for maximum efficiency.
View daily routes
& navigationStop order is auto
sequenced.Add, remove, or
reroute easily.Set up & manage
custom teams.Save time, hassle, and
travel costs.Use map tools to further define and filter normal reports.
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Point of Sale
Let the register ring quickly and easily - it’s connected seamlessly with the Watertight system.
Receive money over the counter, or charge sales to customer accounts.
Print receipts, or have them emailed to your customers.
Use multiple cash drawers at once. Everything is connected and kept track of.
View daily transaction and inventory reports.
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Automatic Payments
Get your payments automatically and instantly. Save time for your customers and your business.
Checkings or savings
accountsAll major credit cards
Payments post to
customer foldersAdd, remove, or modify
payments easily. -
Collections
Track payment history and promises. Collect on COD (cash on delivery) payments every time. Maintain a keen eye on receivables and delinquent customers.
View daily COD lists
%Auto bill finance charges & late fees.
Mobile app shows payment status & past due invoices.
Make & track collection calls.
Record payment
promises.Send delinquent
notices.Callbacks are alerted to
the right people. -
Email Management
Send marketing messages to targeted groups with a few clicks. Automatically keep your customers informed about their transactions with your business.
Easily send newsletters or other marketing messages to a large audience.
Assign roles to contacts and send marketing messages to targeted groups.
Automatically send statements, invoices, delivery reminders, and receipts to customers.
Send purchase orders to vendors.
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Management Reports
Harness the ability to see both the big picture and the smallest details of your business. Analyze the strong points and weak points in order to grow proactively. Toggle between graphical dashboard, reports, spreadsheets, and map pin views.
Sales, deposits, and receivables
Averages by route, driver, or product
Service & production performance
Financing and collections
Parts & inventory
Vendors & purchase orders
Rental base growth
Much, much more!
