Zoho implementation for Water Treatment and Purifier Dealers
Zoho for water treatment and purifier dealers: water tests, installs, filter change reminders, service contracts, salt delivery and rental billing joined up.
Business process workflow
How water treatment and purifier dealers work flows in Zoho
Zoho connects water tests, sales, installs, filter and service schedules, AMC renewals and stock for purifier dealers.
Common problems we fix
- Filter and membrane changes are missed because due dates sit in a notebook
- Service contracts lapse without anyone calling the customer to renew
- Spares, cartridges and salt are scattered across technicians with no clear count
The process, step by step
- 1
Test and advise
A lead books a free water test, and results guide the system recommended.
- 2
- 3
Install
A technician installs the unit, records serial and readings and trains the customer.
- 4
Schedule servicing
Filter changes and service visits are scheduled from the install date.
- 5
Renew contracts
Expiring warranties and service contracts are renewed before they lapse.
- 6
Zoho Sign
Zoho FSM
Zoho Billing
Zoho Campaigns
Zoho DeskDepartment by department
How every department of a water treatment and purifier dealers business works in Zoho
A water treatment dealer sells once and then earns from years of filter changes, service visits and contract renewals. In Zoho, the sales team, installers, service technicians, stores, accounts and HR share one customer, one installed unit and one service schedule, so no filter change or renewal is missed.
How the departments hand work to each other
Each arrow is a handover. Because every team works on the same Zoho records, the next department picks up the work without re-entering it.
- 1Sales and Water Testing to Installation: Sold system with site details and water test results
- 2Sales and Water Testing to Finance and Accounts: Deposits and rental or subscription setup
- 3Installation to Service and Maintenance: Registered unit with filter schedule
- 4Installation to Stores and Purchase: Stock used on installs
- 5Service and Maintenance to Stores and Purchase: Filters and parts used
- 6Service and Maintenance to Contracts and Renewals: Units with contracts ending soon
- 7Service and Maintenance to Finance and Accounts: Paid visits and parts sold
- 8Contracts and Renewals to Finance and Accounts: Renewed contracts to bill
- 9Contracts and Renewals to Sales and Water Testing: Upgrade leads
- 10Stores and Purchase to Finance and Accounts: Supplier bills and warranty credits
- 11Finance and Accounts to Management and Reporting: Monthly revenue by stream and cash summary
- 12HR and Payroll to Finance and Accounts: Payroll summary for posting
- 13HR and Payroll to Service and Maintenance: Technician availability
- 14Management and Reporting to Contracts and Renewals: Renewal targets
- 15Management and Reporting to Sales and Water Testing: Focus areas and models
Each department in detail
Open a department to see its workflow, its own entity diagram, who does the work, what needs approval, the reports it watches and what it hands over.
Sales and Water TestingTurns enquiries into water tests and the right purifier, softener or treatment system for each home or business.
Workflow
- 1
Capture leads
Web forms, calls, showroom walk-ins and referrals create a lead with site type and water source.
- 2
Book a water test
The customer books a home visit or drops a sample at the store.
- 3
Record results
Hardness, TDS, iron, pH and other results are recorded and matched to suitable systems.
- 4
Quote the options
Purchase, rental or subscription options are quoted with installation and service terms.
- 5
Close and sign
The customer accepts and signs, and a deposit or first payment is taken.
Zoho Forms
Zoho BooksEntity diagram: Sales and Water Testing
The records this team creates and updates, their key fields, and how they link.
- Zoho CRM
- Zoho Creator
Read the relationships as text
- Lead tested by Water Test (1:1)
- Lead converts to Deal (1:1)
- Deal has Quote (1:N)
Who does the work
- Sales executive
- Water test technician
- Sales manager
Approvals and controls
- Discounts beyond the price list need the sales manager
- Commercial plant quotes are reviewed by the technical lead
Reports they watch
- Tests to sales conversion
- Sales by system and plan type
- Leads by source
Hands over to
- Installation: Sold system with site details and water test results
- Finance and Accounts: Deposits and rental or subscription setup
InstallationInstalls each system correctly and records the unit so servicing can begin.
Workflow
- 1
Schedule the install
The install is booked with the right technician and stock reserved.
- 2
- 3
Register the unit
Model, serial, install date and warranty are saved against the customer address.
- 4
Entity diagram: Installation
The records this team creates and updates, their key fields, and how they link.
- Zoho FSM
- Zoho Creator
- Zoho Inventory
Read the relationships as text
- Install Job creates Installed Unit (1:1)
- Installed Unit tested by Output Test (1:N)
- Install Job uses Stock Reserve (1:N)
Who does the work
- Installation technician
- Service coordinator
Approvals and controls
- Installs where output fails the target are escalated to the technical lead
Reports they watch
- Installs completed on time
- Installs waiting for stock
- Output test failures
Hands over to
- Service and Maintenance: Registered unit with filter schedule
- Stores and Purchase: Stock used on installs
Service and MaintenanceKeeps every installed unit working with scheduled filter changes, servicing and fast breakdown repair.
Workflow
- 1
Generate due visits
Filter, membrane and service visits are created from the unit's schedule each month.
- 2
Confirm with the customer
Customers get a reminder and can confirm or move the slot.
- 3
Do the service
Filters are changed, readings taken and parts used logged on the phone.
- 4
- 5
Collect for non-contract work
Customers outside contract pay for parts and labour on site.
Entity diagram: Service and Maintenance
The records this team creates and updates, their key fields, and how they link.
- Zoho FSM
- Zoho Creator
- Zoho Inventory
Read the relationships as text
- Service Plan generates Service Visit (1:N)
- Service Visit records Reading (1:N)
- Service Visit uses Parts Used (1:N)
Who does the work
- Service technician
- Service coordinator
- Technical lead
Approvals and controls
- Free replacements outside warranty need the service manager
- Units with three breakdowns in a year are reviewed by the technical lead
Reports they watch
- Visits due, done and overdue
- Breakdowns by model
- Visits per technician per day
Hands over to
- Stores and Purchase: Filters and parts used
- Contracts and Renewals: Units with contracts ending soon
- Finance and Accounts: Paid visits and parts sold
Contracts and RenewalsKeeps customers on annual service contracts and rental plans and wins back lapsed ones.
Workflow
- 1
Track contract end dates
Warranty and contract end dates are watched for every unit.
- 2
- 3
- 4
Win back lapsed
Lapsed customers get service offers and upgrade options.
Zoho Marketing AutomationEntity diagram: Contracts and Renewals
The records this team creates and updates, their key fields, and how they link.
- Zoho Billing
- Zoho CRM
Read the relationships as text
- Service Contract triggers Renewal Task (1:N)
- Renewal Task may lead to Upgrade Offer (1:1)
Who does the work
- Renewals executive
- Telecaller
Approvals and controls
- Renewal discounts beyond the set level need the sales manager
Reports they watch
- Renewal rate by month
- Contracts expiring in 60 days
- Lapse reasons
Hands over to
- Finance and Accounts: Renewed contracts to bill
- Sales and Water Testing: Upgrade leads
Stores and PurchaseBuys systems, filters, membranes, spares and salt and keeps branches and technicians stocked.
Workflow
- 1
Forecast filter demand
Due visits for the coming month drive filter and membrane orders.
- 2
Buy from brands
Purchase orders go to brands and distributors and receipts are recorded by serial.
- 3
Issue to technicians
Technician bags are refilled with transfer orders and counted weekly.
- 4
Handle returns
Faulty units and parts are returned to the brand under warranty.
Entity diagram: Stores and Purchase
The records this team creates and updates, their key fields, and how they link.
- Zoho Inventory
- Zoho Creator
Read the relationships as text
- Item bought on Purchase Order (N:N)
- Item held as Technician Stock (1:N)
- Item returned in Warranty Return (1:N)
Who does the work
- Store manager
- Purchase executive
Approvals and controls
- Purchase orders above the set value need the owner
- Technician stock differences are reviewed by the service manager
Reports they watch
- Filter stock against due visits
- Technician stock variance
- Warranty returns pending
Hands over to
- Finance and Accounts: Supplier bills and warranty credits
Finance and AccountsBills sales, rentals and contracts, collects field payments and pays suppliers.
Workflow
- 1
Invoice sales and installs
Invoices are raised with GST in India, VAT in the UK and UAE, or sales tax where it applies.
- 2
- 3
Reconcile field collections
Payments taken by technicians are matched to visits and deposits.
- 4
Pay suppliers and close
Supplier bills are paid and the month is closed with revenue by stream.
Entity diagram: Finance and Accounts
The records this team creates and updates, their key fields, and how they link.
- Zoho Books
- Zoho Billing
Read the relationships as text
- Subscription generates Invoice (1:N)
- Invoice settled by Collection (N:N)
- Supplier Bill costed against Invoice (N:N)
Who does the work
- Accountant
- Billing executive
Approvals and controls
- Invoice cancellations need the accounts manager
- Failed rental payments past the set days pause service visits
Reports they watch
- Recurring revenue from rentals and contracts
- Failed payments
- Cash pending deposit by technician
Hands over to
- Management and Reporting: Monthly revenue by stream and cash summary
HR and PayrollHires and trains technicians and sales staff and pays wages, visit incentives and commission.
Workflow
- 1
- 2
- 3
Track attendance
Field attendance and leave are tracked with check-in on the phone.
- 4
Pay wages and incentives
Salary, per-visit incentives and sales commission are paid through Zoho Payroll where it is available, or your local payroll provider.
Zoho Recruit
Zoho People
Zoho Learn
Zoho Shifts
Zoho PayrollEntity diagram: HR and Payroll
The records this team creates and updates, their key fields, and how they link.
- Zoho People
- Zoho Payroll
Read the relationships as text
- Employee holds Training Record (1:N)
- Employee records Attendance (1:N)
- Employee paid by Payslip (1:N)
Who does the work
- HR executive
- Payroll executive
Approvals and controls
- Incentives are released after the service manager confirms visits
Reports they watch
- Attendance by technician
- Incentive payout
- Training completion
Hands over to
- Finance and Accounts: Payroll summary for posting
- Service and Maintenance: Technician availability
Management and ReportingGives owners one view of sales, installed base, service coverage, renewals and cash.
Workflow
- 1
- 2
- 3
Review service health
Visits on time, breakdowns and renewal rates are compared by area.
- 4
Entity diagram: Management and Reporting
The records this team creates and updates, their key fields, and how they link.
- Zoho Analytics
Read the relationships as text
- Installed Base measured by Service Health (N:N)
- Service Health informs Revenue Plan (N:N)
Who does the work
- Owner
- Service manager
Approvals and controls
- Price changes to plans and contracts are approved by the owner
Reports they watch
- Recurring revenue trend
- Renewal rate by area
- Breakdowns by model
Hands over to
- Contracts and Renewals: Renewal targets
- Sales and Water Testing: Focus areas and models
Zoho AnalyticsWhat to expect when you start
A typical plan for a focused project of one to three apps. Larger scope or messy data takes longer; we confirm the timeline after discovery.
Week 1 to 2
Map and agree
We walk through your water treatment and purifier dealers process from "Test and advise" to "Handle breakdowns", list the records and fields you really need, and agree the scope.
Week 3 to 4
Build the core
We configure Zoho CRM and Zoho Bookings with your stages, roles, approvals and templates.
Week 5 to 6
Connect and migrate
We clean and import your data, connect email, payments or other tools, and build the reports you will use every week.
Week 7 to 8
Test and go live
Your team tests with real cases, we train each role, and we cut over with a checklist.
Mistakes to avoid
- Copying the old spreadsheet column for column. Keep only the fields that help someone decide or act.
- Leaving out exceptions such as returns, changes and cancellations. Model them early so the team does not work around the system.
- No owner per stage. Name one person for "Test and advise" and one for "Handle breakdowns".
- Going live without checking reports against numbers you already trust.
A good first win
Start with the problem that hurts most: Filter and membrane changes are missed because due dates sit in a notebook. Fixing one visible problem in the first month builds trust and adoption for everything after it.
What you can measure
- Service visits done on time
- Contract renewal rate
- Repeat complaints per 100 installed units
- Spares cost per service visit
Questions about Zoho for water treatment and purifier dealers
Which Zoho apps suit water treatment and purifier dealers businesses?
A typical water treatment and purifier dealers setup uses Zoho CRM, Zoho Bookings, Zoho Creator, Zoho Sign, Zoho FSM, Zoho Inventory, Zoho Billing, Zoho Campaigns, Zoho Desk. We confirm the exact apps after mapping your own process in a discovery call.
How does the business process flow in Zoho for water treatment and purifier dealers?
1. Test and advise; 2. Quote and sell; 3. Install; 4. Schedule servicing; 5. Renew contracts; 6. Handle breakdowns.
Which departments does a Zoho setup for water treatment and purifier dealers cover?
A full setup covers Sales and Water Testing, Installation, Service and Maintenance, Contracts and Renewals, Stores and Purchase, Finance and Accounts, HR and Payroll, Management and Reporting. Each department works in its own Zoho screens, but they share the same customer, order and finance records, so work moves from one team to the next without being retyped.
Zoho apps we set up for water treatment and purifier dealers
Zoho CRM
Zoho Creator
Zoho Inventory
Not sure which apps fit your business? Book a free 30-minute call or see all Zoho products we implement
Zoho services for water treatment and purifier dealers
All Zoho services →- Zoho implementationZoho CRM live within 2 weeks, fixed price agreed in writing
- Zoho support100-hour support packs, first reply within 1 hour
- Zoho consultingChoose the right apps and plan before you build
- Data migration to ZohoMove from Salesforce, HubSpot, Tally, QuickBooks or spreadsheets
- Zoho integration servicesConnect Zoho to payments, ads, telephony, e-commerce and more
- Zoho auditA scored review of your current Zoho setup
More industries we build Zoho workflows for
Zoho adapts to almost any business that has leads, orders, projects, people and money to track. A few examples are below; the industries page lists all 179 with a typical process flow and the Zoho apps behind each.
- Construction and ContractingControl tenders, project costs, subcontractors, site materials and progress billing from one system.
- Wholesale and DistributionRun orders, stock across warehouses, credit limits and collections for dealers and retailers.
- Food and BeverageTrack outlet and central kitchen stock, recipes, suppliers and daily sales with branch-wise accounts.
- Fitness and WellnessConvert enquiries into members, manage bookings and recurring fees, and keep members engaged.
- Staffing and RecruitmentManage client job orders, candidate pipelines, placements and invoicing in one flow.
- Travel and TourismTurn enquiries into itineraries, bookings and payments with supplier and customer tracking.
- Telecom and ISPsRun activation, installation, support and recurring billing for subscribers and enterprise accounts.
- Media and AdvertisingManage clients, briefs, campaign projects, approvals and retainer billing for agencies and media firms.
- Import and Export TradingHandle enquiries, proforma invoices, shipments, documentation and multi-currency accounting.