Features

Built for how septic companies actually work.

SeptiBase covers the full loop: customer call comes in, job gets scheduled, tech completes it in the field, invoice goes out, reminder gets set for next time. No second tool required.

Customer Management

Every customer, every tank, every detail — in one place.

Stop digging through paper files when someone calls. Pull up their full history in seconds.

Complete Customer Records

Name, phone, email, address, notes — plus multiple contacts per property (co-owners, property managers, tenants).

Multiple Tanks Per Property

Track each tank individually: size, type, condition, install year, compartments, location notes, and independent service intervals.

Service History at a Glance

Every pump-out, inspection, and repair is logged permanently. When a customer calls, you know exactly what happened and when.

Activity & Communication Log

Log every phone call, email, and site visit with timestamps. Never lose track of what was discussed or promised.

Contact Card Sharing

Download a vCard for any customer directly to your phone. Share contact info with your crew in one tap.

Scheduling & Dispatch

See your whole day. Know where everyone is.

Stop coordinating six jobs across two trucks by phone call every morning.

Daily Dispatch Board

See every technician's jobs for the day in one view. Drag-and-drop scheduling with status updates in real time.

Job Scheduling

Schedule jobs by customer, property, technician, date, and time. Attach notes for access instructions and special requirements.

Maps & Directions

Every property has a map card with one-tap directions. Your tech gets turn-by-turn navigation straight from the job.

Appointment Confirmations

Automatic confirmation messages to customers when jobs are scheduled. Eliminate wasted trips to empty properties.

Mobile Job Completion

Your technician's phone is the new clipboard.

No more paper forms in the truck cab. Everything gets recorded digitally, in real time, from the customer's driveway.

Status Tracking

One-tap status updates: En Route, In Progress, Complete. The office sees exactly where every tech is without a phone call.

Gallons & Disposal Recording

Record gallons pumped and which disposal site was used. This data feeds directly into your waste manifests.

Photo Documentation

Snap photos of tank access, condition, and completed work. Photos attach to the service record automatically.

Customizable Checklists

Create inspection checklists for each service type. Techs check off items in the field — nothing gets missed.

Electronic Signatures

Capture the customer's signature on your phone when the job is done. The service record is officially closed.

Unable-to-Complete Workflow

If a tech can't finish a job (no access, customer not home), they log the reason and the dispatcher is notified immediately.

Invoicing

Job done? Invoice sent.

Stop letting invoicing run two weeks behind the work. SeptiBase generates invoices the moment a job is completed.

Auto-Generated Invoices

When a technician marks a job complete, a draft invoice is created automatically with the service details pre-filled.

Line Item Editor

Add line items, set quantities and prices, apply sales tax. Edit in seconds, not minutes.

Sales Tax Calculation

Configure multiple tax rates (state, county, local) and SeptiBase calculates automatically on every invoice.

Professional Invoice PDFs

Generate and email professional invoices with your company logo. Print or send digitally — your call.

Payment Tracking

Track invoice status from draft to sent to paid. See your outstanding balance and aging at a glance.

Recurring Reminders

Stop losing the customers who forgot to call.

Most of your revenue comes from repeat service. SeptiBase makes sure no customer falls through the cracks.

Smart Service Reminders

Set a service interval per property (or per tank). SeptiBase automatically sends SMS and email reminders before they're due.

Overdue Customer List

See every customer past their recommended service date, sorted by how overdue they are. Run outreach before they call someone else.

One-Click Scheduling

Schedule a new job directly from the overdue list with the customer and property pre-filled. Two clicks from overdue to scheduled.

Compliance & Reporting

Pass audits without the stress.

Every completed job produces an audit-ready record. No extra work required.

Auto-Generated Waste Manifests

Every job records volume, origin property, disposal site, and technician. Manifests are generated automatically.

Disposal Site Tracking

Track every disposal site you use, including permit numbers and land application methods (incorporation, injection, surface).

Service Records

Permanent, timestamped service records with gallons pumped, disposal site, technician name, photos, and customer signature.

Financial Reports

Invoice summaries, payment tracking, and revenue reports to keep your books clean and your accountant happy.

Operations

Track the loose ends. Nothing falls through.

The follow-up tracker catches everything that needs attention — repairs, callbacks, pending quotes, parts on order.

Follow-Up Tracker

When a tech flags baffle damage or a failing drain field, it becomes an open follow-up. Assign it, set a due date, and track it to completion.

Role-Based Access

Owners, dispatchers, and technicians each see what they need. Techs get a simplified mobile view focused on their jobs.

Team Management

Add technicians, assign jobs, track who's doing what. Invite new team members by email — they set their own password and they're in.

Equipment & Truck Tracking

Track your trucks, pumps, and trailers — make, model, mileage, hours. Log maintenance (oil changes, DOT inspections, pump service) with due-date alerts.

Growth

Grow your business on autopilot.

Features that bring in new customers, recover lost revenue, and keep your name in front of property owners between service cycles.

Live Job Tracking

Every job gets a tracking URL. Customers see real-time status updates — Scheduled, On The Way, In Progress, Complete — like tracking a delivery.

Auto Customer Notifications

When your tech marks 'en route,' the customer gets an email instantly. No phone call needed. They know you're coming.

Google Review Automation

After every completed job, customers get an email with a direct link to leave a Google review. More reviews = more organic leads.

Referral Program

Every customer lives near other septic system owners. Give them a referral code, track conversions, and auto-apply credits.

Win-Back Campaigns

Identify overdue customers, find gaps in your schedule, and send discount offers that fill those gaps with recovered revenue.

Revenue Forecasting

See your projected revenue for the next 6 months based on scheduled jobs, overdue pipeline, and historical trends.

Know Your Numbers

Built-in profitability calculator shows your true cost per job and what you should be charging. Stop guessing, start making money.

Seasonal Tip Campaigns

Auto-send spring and fall maintenance tips to your customer base. Stay top-of-mind between service cycles.

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