Your Shop Desk
Septic Service · Custom Shop Desk CRM

A Custom CRM for Septic Pumping and Repair

Septic is a reminder business. Most of your customers forget their tank until the yard gets soggy. Your desk would know every tank, when it was last pumped and where the lid is, and bring them back before it turns into an emergency.

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A Shop Desk set up the way a septic service business would run it
A Shop Desk set up the way a septic service business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Septic Service Words

Every septic call moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Locate
  3. 03Pump
  4. 04Inspect
  5. 05Repair Quote
  6. 06Repair
  7. 07Paid

A septic call on your desk hangs off the property and its tank.

So the card asks for what you actually need, and nothing a septic service business would never fill in.

  • Tank size in gallons
  • Last pump date
  • Lid or riser location
  • Baffle and filter condition
  • Drain field notes
  • Sludge level
Where it leaks

Where Septic Service Businesses Lose Work

Customers Who Never Come Back

You pump a tank and move on. Three years later they call whoever shows up first on their phone, because nobody reminded them.

Digging for the Lid Every Time

Your driver spends half an hour with a probe because nobody wrote down where the lid is. That is time on every job you cannot bill.

Real Estate Inspections That Stall

A buyer's agent needs the report before closing. If the report and the invoice are stuck in the truck, you are the reason the deal is late.

What we would build

Fitted to How You Already Work

  • Pump Reminders on Your Schedule

    Each tank gets a due date from its size and household. Customers get a reminder in your words and book from a link.

  • A Tank Card With the Map

    Lid spot, riser, tank size and drain field notes stay on the property with photos. The next driver walks right to it.

  • Inspection Reports Sent From the Truck

    Your tech fills in the inspection on their phone with photos. The report and the invoice go to the agent and the homeowner before the truck leaves the street.

  • Repairs Priced off Your Rates

    When the inspection finds a bad baffle or a failing field, the quote builds from your prices. The customer signs from their phone and it lands on the schedule.

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Questions

What Septic Service Owners Ask

Can it group pump trucks by area?
Yes. You can see pump jobs on the schedule by day and area, so your drivers are not crossing the county twice. You still decide the order.
Does the tank history stay when a house sells?
Yes. The tank history stays with the property, not the old owner. When the new owner calls, you already know the tank.
Can realtors order inspections without calling?
Yes. We can give agents a simple request form that lands on your board. They get the report and invoice from a link when it is done.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Septic Service Business Runs

We will tell you honestly what a desk fitted to it would take.

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