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Clean water pouring into a drinking glass

Industry · Water Purification

Sell the system at the kitchen table.Keep the customer for years.

Proposals, financing and signatures from a tablet, installs on the calendar, and service tickets for every filter change and warranty call.

  • In-home sales

  • Recurring service

  • Tight routes

Modules for water dealers

The modules a water business runs on.

Each one shares the same customer record, so the rep who sold the system and the tech who services it see the same history.

Canvass

Work a neighborhood on the map, log doors knocked and set in-home demos for the reps.

Proposals

Build a branded proposal with the water analysis and system options, then send it for signature.

Financing

Offer monthly payment options in the proposal and run the credit decision before the rep leaves.

Scheduling

Book installs and service visits on a team calendar, with crews assigned to each job.

Projects and service requests

Track each install through its stages, and give every warranty call an owner and a ticket.

AI Agents

Let an AI agent answer new leads and follow up so reps spend time on ready-to-buy homeowners.

From kitchen table to signed install, one pipeline.

A water purification proposal moves through basic info, system selection, financing, credit and final review.

donefy.io / dealer / proposals / 69cc…0f23
Live

Dealer / Proposals

Sarah Mitchell — Single Family

Created March 31, 2026

Pipeline Activity Live View

Basic Info

In Progress

Personal Details

3 fields

Pending

Property Details

1 field

Pending

Proposal

Water Purification Simulator

1 field

Pending

Adders

1 field

Optional

Pricing & Financing

1 field

Pending

View Proposal

1 field

Pending

Run Credit

Check Credit

1 field

Pending

Loan Decision

1 field

Pending

Final Review

Submit a Project

3 fields

Pending

Contact

SM

Sarah Mitchell

Signer

sarah.mitchell@homeowner.us

+1 (512) 555-0142

Project

Project Number

PRO00714-WP

Property Type

Single Family

Signature Status

Awaiting

Credit

No credit information yet

Run a credit check to view details

Pipeline syncing in real timedonefy dealer · proposal · install · service

Why teams switch

From first knock to ten-year customer.

One system for the sale, the install and the service plan that follows.

In-home proposal builder

Send a branded, signable proposal from a tablet before the rep leaves the kitchen.

Service plans on autopilot

Schedule filter changes and softener service ahead of time so customers stay on plan.

Service requests with owners

Every warranty call and re-visit has an owner, a deadline and a customer notification.

Questions

What teams ask first.

Yes. Reps build the proposal on a tablet or phone, review pricing and financing with the homeowner, and collect the signature on the spot.

Proposals carry the water analysis and the system choice, such as whole house, reverse osmosis, under sink or countertop, with adders priced in.

Installs and service visits go on the shared calendar with a crew assigned, and service requests track each follow-up visit.

Yes. Financing options appear inside the proposal, and the credit decision runs in the same flow.

Turn every install into a long-term customer.

Start with proposals and scheduling, then add Canvass, Projects and AI Agents as your team grows.