Promise Water Co

Sales Portal

Sign in to reach leads, quotes and reference material.

On-device mode. Everything works, but leads are saved only in this browser and are not shared between reps. Add your Supabase keys at the top of this file to turn on the shared leads list.

Promise Water Co · (904) 372-3707

Promise Water Co
Sales Portal
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Owner
Leads saved as
Leads saved on this device only
Welcome back

What would you like to do?

Pick a tool to get started.

Reference material

Documents and resources for the field. More coming soon.

Safe to share with customers

What's Inside Your System

Components, brands & NSF certifications

Warranty Statement

Lifetime coverage, terms & how to file a claim

Internal only — do not share

System brochures

Tap a brochure to view it full-size.

Promise Water Co Promise Sales Information

Scripts

Internal only — talking points for reps, never sent to a customer.
Promise Water Co Promise Sales Information

FAQ

Answers for the field. Ask a question, get the short version first.

Installation types

Where the main line is decides how the crew installs. Use the guide to help a customer find their shut-off valve.

Locate your water shut-off valve — garage or indoor, flowerbed or yard, city or street
Safe to share with customers.

Every installation needs 3 things

Installation types

Maintenance for each product

Typical service intervals with dealer cost and recommended customer cost. Averages — timing varies with water quality and usage.

Dealer reference — not for customers. Dealer cost is what it costs us. Never show this column.

Water Filtration Price List

Internal reference — full price sheet. Never send this to a customer.

Leads

Every lead your team has saved, on every device.

Viewing

Archived leads

Leads removed from the main list. Restore one, or delete it for good.

Lead

 

Total
$0
This lead holds

Client Intake

Capture what you learned on the visit. This becomes the lead — the quote and the agreement build from it automatically, so fill in as much as you know. Fields marked * are required.

Request agreement when you're done. That saves the lead to the shared Leads list, prices the quote from these numbers, and tells the office to prepare the agreement — openable from any computer. Until you do, nothing leaves this device.

Customer

System

Pricing and add-ons are set on the — this just captures which system fits.

Install & site

$

Each line and its price flows onto the quote and the agreement.

New draft · number assigned on save

New Quote

Customer

Fields marked * are required.

System package

Every package includes professional installation.

Reverse osmosis

A drinking water system is included in every package price.

Drinking water only

No whole-home system — reverse osmosis on its own.

Faucet finish

All finishes are the same price.

Add-ons

Add any custom line items — extra faucet, difficult installation, salt delivery, and the like.

$

Adjustments

$
Quote summary

New quote

Total$0

Professionally installed. Prices subject to change.

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