septic installer crm
Septic Installer CRM Built Around Permits, Perc Tests, and Bids
Manage septic leads and bids without forcing a generic CRM to understand perc tests, county packets, and installer workflows.
Workflow snapshot
1Inquiry received
2Perc test pending
3Packet incomplete
4Submitted to county
5Permit approved
Practical checklist
- Capture homeowner, property, county, contact, and job value details.
- Confirm soil/perc test requirement, provider, scheduled date, and report status.
- Track application form, site plan, drawings, fee receipt, license info, and supplemental county forms.
- Flag missing packet items before submission to the county.
- Set follow-up dates after the estimate, after permit submission, and after county revision requests.
Lead to approved permit
Use this as a reusable process inside SepticPermitCRM so each job keeps county requirements, homeowner communication, perc-test status, and missing packet items in one place.
Bid follow-up rhythm
Use this as a reusable process inside SepticPermitCRM so each job keeps county requirements, homeowner communication, perc-test status, and missing packet items in one place.
Why septic teams need different fields
Use this as a reusable process inside SepticPermitCRM so each job keeps county requirements, homeowner communication, perc-test status, and missing packet items in one place.
Built for septic installers and onsite wastewater pros.
Not a generic contractor CRM that needs weeks of customization.