Track annual test windows, customer notices, device records, and renewal cycles in one place so fewer assemblies slip into delinquency or catch-up.
Control Due Dates
Organize forms, portals, tester registrations, and submission steps by jurisdiction so each city process is easier to follow and verify each week.
Handle City Rules
Keep tester licenses, gauge calibration, registrations, and agreements visible so eligibility problems are caught before reports are filed or rejected.
Track Credentials
Move failed assemblies into repair, retest, customer approval, and utility submission steps so open failures are easier to finish and prove cleanly.
Close Failed Tests
Systems Customized to Meet Your Needs
Our systems are developed around the way backflow testing, reporting, retests, and recurring compliance actually operate:
Marketing & Visibility - Clarify testing areas, utility requirements, annual notices, pricing, credential proof, and booking paths.
Lead Capture & Intake - Capture customer, site, assembly, notice, jurisdiction, access, due date, and device details before dispatch.
Quote & Approval Flow - Manage test fees, repair approvals, retest quotes, failed-test next steps, invoices, and filed-report proof.
Scheduling & Dispatch - Route tests by due date, access window, jurisdiction, device count, tester availability, and portal requirements.
Field Execution - Give testers device records, city forms, gauge requirements, pass/fail steps, photos, notes, and submission checklists.
Customer Communication - Send annual reminders, appointment notices, pass/fail explanations, repair steps, payment links, and filing confirmation.
Service History & Retention - Track assemblies, serial numbers, hazards, tests, repairs, renewals, property contacts, and recurring work.
Reviews & Reporting - Monitor due work, failed tests, retests, portal submission status, credential expirations, AR, and customer follow-up.
Top Ten Points of Failure for Backflow Testing Systems
1. Scattered device and assembly records
Managers indicate that incomplete device inventories, wrong serial numbers, vague locations, and missing hazard details create problems quickly. Multi-device sites, restaurants, hotels, and commercial properties need assembly-level records before a tester arrives.
2. Recurring due dates managed by memory
Backflow work is calendar-driven. Owners say annual notices, renewals, customer reminders, failed-test deadlines, and utility expectations can stack up quickly when due dates live in spreadsheets, emails, or individual staff memory.
3. Jurisdiction-specific forms and portal rules
The research shows that Austin, SAWS, Cal Water, Skagit, and other programs can require different portals, agreements, forms, registrations, and submission procedures. A process that works in one city can break in the next.
4. Tester credentials and gauge calibration gaps
Managers need current tester licenses, gauge calibration records, utility registrations, and agreements visible before work is scheduled or filed. Missing credentials can lead to rejected reports, lost eligibility, and extra office follow-up.
5. Manual admin overload and re-entry
Utility case evidence shows dozens of hours a week can be lost to processing reports, correcting missing data, sending notices, and chasing responses. Small testing businesses feel the same drag when reports stack up after field work.
6. Rejected, incomplete, or mismatched submissions
Experienced testers say addresses, serial numbers, device types, and installation details have to be checked closely. Reports with missing or mismatched data create corrections, customer confusion, and unnecessary back-and-forth with the water system.
7. Failed-test and retest follow-up breaks
Audit evidence in the research shows failed assemblies can remain unresolved when follow-up is weak. Businesses need a clear repair, approval, retest, submission, and proof trail so failures do not sit open.
8. Customer confusion about the requirement
Owners and homeowners sometimes think backflow notices are scams, optional charges, or utility tasks. Testing companies need clear explanations, credential proof, filing confirmation, and plain next steps to earn trust.
9. Pricing and pass/fail trust problems
Public complaints show that customers can challenge failed tests, repair quotes, and report filing when the process feels unclear. Transparent pass/fail notes, photos, retest logic, and filed-report proof help reduce disputes.
10. Route and access waste across many properties
Field operators need location, access, contact, device count, and portal requirements before arrival. Without that information, technicians lose time between sites and spend the day solving preventable access or data problems.
Here's How We Address These Issues
Compliance Intake
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Captures customer, site, jurisdiction, due date, notice, and assembly details before scheduling
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Records device type, serial number, location, hazard, and access instructions
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Separates annual tests, repairs, retests, new device entries, and account requests
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Helps office staff identify missing data before the tester reaches the site
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Gives customers clearer next steps from the first contact
Due Date Control
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Tracks renewal cycles, annual notices, overdue assemblies, and upcoming test windows
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Sends reminders tied to customer, device, jurisdiction, and service history
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Shows which assemblies are scheduled, tested, failed, repaired, retested, or filed
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Reduces reliance on spreadsheets, email reminders, and individual memory
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Helps owners see future workload and recurring revenue more clearly
Jurisdiction Workflow
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Stores city-specific forms, portal notes, submission rules, and required fields
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Tracks tester registration, gauge calibration, and utility eligibility requirements
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Supports direct-report filing steps and proof of accepted submission where applicable
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Reduces rejected reports caused by missing credentials or wrong forms
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Gives staff a repeatable process for each municipality served
Field Testing View
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Gives testers device records, access notes, prior results, and pass/fail steps
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Supports photos, readings, valve status, repair notes, and customer signoff
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Helps field staff double-check addresses, serial numbers, and device locations
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Captures failed-test reasons and retest requirements while the details are fresh
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Keeps field verification attached to the assembly record, not buried in texts
Failure and Retest Follow-Up
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Moves failed devices into repair quote, approval, scheduling, retest, and filing stages
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Shows open failures, customer response status, and utility reporting deadlines
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Helps prevent failed assemblies from sitting unresolved after the first visit
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Creates a clearer record when customers request explanation or second opinions
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Gives owners a tighter view of risk, workload, and revenue tied to failed tests
Customer Trust and Growth
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Sends clear reminders, appointment notices, requirement explanations, and filing confirmations
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Gives customers proof that the tester is licensed, the gauge is current, and the report was filed
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Tracks reviews, referrals, property managers, recurring accounts, and multi-site relationships
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Helps reduce confusion around annual testing, failed devices, and repair recommendations
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Supports growth by making compliance feel organized, credible, and easy to repeat
Testing Route View
Route and site visibility for testers, due dates, access windows, assembly counts, jurisdiction rules, and report status. Owners can see what is scheduled, what failed, and what still needs to be filed.
Device & Credential View
A control view for assemblies, serial numbers, hazards, site notes, tester credentials, gauge calibration, registrations, and portal requirements. It helps prevent report rejection before the work is filed.
Compliance Revenue View
Revenue, due-test volume, failed-test follow-up, retest work, admin load, filing status, and AR visibility for backflow owners. The view shows where recurring compliance work is slipping or getting stuck.
