Equipment history
Each water heater, tankless unit and backflow assembly at a site, with model, serial, size and install date.
Tanks age, anodes wear out and backflow tests come due every year. Keep every unit, test and visit in one place.
Each water heater, tankless unit and backflow assembly at a site, with model, serial, size and install date.
Set a flush or anode check interval per unit, and due visits show up for the office to book.
Record each test result and see which assemblies are coming due.
Turn memberships and annual tests into recurring jobs on the board.


See what is installed at the address and what was done to it before.
Annual test dates for each assembly show up as visits, so the office can book them ahead of the deadline.

Keep memberships, flushes and annual tests on the calendar so the office books them before they lapse.
Details such as test report formats, reminders and filing depend on the final feature scope.