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A complete software solution for the Water Treatment Industry

Software designed to work the way you do

Collabit’s complete water treatment solution is designed specifically for the water treatment industry. Our software system covers the full end to end water treatment process and reduces admin considerably.

Save time, reduce errors and gain a huge competitive advantage.

Easy Quotations

  • Build, send & track quotations with ease.
  • Automatically turns accepted quotations into a schedule of works ready to assign to engineers.
  • Quotes can be raised from jobs automatically or by the engineer to make sure no remedial work is forgotten.

Contracts & Recurring Jobs

  • Generates jobs based on each customer’s schedule of works.
  • Helps to manage repeat work ensuring that contracts with clients are fulfilled.
  • Never forget or miss a job.

Customer Site Asset Management

  • Store all customer, site and asset information to be used for any future work.
  • Search for any asset, customer, person, job, quote or invoice with ease.
  • Keeps a full record of all activity, photos and results from every job against each individual asset.

Resource Planning

  • Plan engineers on-site work from contracts, accepted quotes and remedial works in one easy to use list.
  • Calendar views to make visualising work for engineers and teams easy.
  • Map tools to help plan field work geographically.
  • Track engineers to optimise routes and discover how long each job has taken onsite.
  • Book annual leave through Collabit to stop planning jobs on those dates.

Field Service Engineer Data Capture

  • The Collabit app will provide the engineer with the correct method statement for each site they visit making it easy to know what jobs to do and in the right order.
  • We modify the forms used for each task to suit your business perfectly so you capture everything you need from every job.
  • We use any combination of checkboxes, text fields, drop-down options, barcode scanning, photo capture and signature capture to create the quickest and easiest forms for the engineers to complete with maximum efficiently.
  • Can log non-compliance, remedial works and jobs that can’t be completed on-site - all of these have their own automatic follow up actions.
  • Generates professional reports using the results from each job to be shared with clients. All branded in your company style with logo & accreditations.

Legionella Risk Assessments

  • Capture all onsite information needed to generate Legionella Risk Assessment documents.
  • Tailored to suit each client’s unique process and document layout.
  • Automatically calculate recommendations based on results with traffic light display.
  • Fully editable report with the ability to attach photos and schematics which are placed in the correct layout for a highly professional finish.

Lab Sampling Management

  • Automated Lab results process that notifies the lab of samples to expect and allows the results to be automatically synced back into your Collabit system.
  • Supports the use of barcode scanning to log samples on the system with ease.
  • Shows a list of all jobs awaiting lab samples and notifies your team as well as the lab when samples have taken longer than the expected amount of time.
  • Flags a non-compliance issue if the results are out of safe parameters.

Non-Compliance Tracker

  • Manage all non-compliances within a separate section of the platform making it easy to manage and log for audits.
  • Add recommended actions to resolve each non-compliance which can then transform into quotes for the new work ready to send to the customer.
  • We customise your system to support your non-compliance procedure for example the Legionella Control Association 2018 guidelines.

Automatic Invoicing

  • Send invoices automatically when work is completed or at any other stage of the process.
  • Manage the sent invoices in a queue to check payments have been made.
  • Integrates with accounts software such as Sage and Xero.

Customer Portal

  • Share information with your customers including completed jobs and results, scheduled jobs on a calendar, reports, electronic log books and your accreditations.
  • Share compliance issues with clients along with your recommendations.
  • Store useful documentation for your customers to view online or download.
  • Allow customers to carry out simple jobs and take their own readings.

Reporting

  • Use our dashboards to show a variety of key information across your business which can be customised to suit your needs.
  • Report examples - work completed for each client, number of outstanding non-compliance issues, annual reports for customers and number of tasks completed by each engineer.

If you are looking to save time and money across your organisation and would like to learn more, please don't hesitate to contact us today.
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020 7183 2400
sales@collabitsoftware.com
4th Floor, Davis House, 69-77 High Street, Croydon, CR0 1QQ