Everything you need to manage backflow in one place
Customers, devices, scheduled jobs, city/district forms, mobile field work, and reminders — all in a tenant-isolated SaaS platform built for the way backflow shops actually work.
Customer & Device Management
Every customer, every location, every device — searchable, filterable, exportable.
Customer CRUD with Multiple Locations
Manage customers with multiple service addresses. Each location gets its own water district mapping — auto-matched from city, overridable per location.
Device Library with Status Tabs
Filter devices by overdue / 30-day / 90-day / current. Bulk select, mass delete, mass reassign. CSV export anytime.
Smart Device Entry
Cascading manufacturer / model / size catalog. Type the first letters and the rest fills in. Nameplate photo OCR via Claude when you snap a label.
QR Codes on Every Device
Per-device QR codes plus bulk-print sheets. Scan from the field and the device record opens straight to test entry.
Edit Mode (Inline Spreadsheet)
Toggle Edit Mode on the customer or device table and edit cells in place. Auto-saves as you go. Bulk-select rows for mass operations.
Customer Merge with Side-by-Side Compare
When duplicate customers slip in from imports, the merge tool shows both records side by side, transfers devices and tests, and consolidates the history.
Device History Timeline
Every test, every work order, every scheduled job — unified into a single per-device timeline so you always know what happened last and when.
Area-Planning Dashboard
Devices grouped by city with priority reordering. Plan a route by area before you ever open the schedule view.
Test Records & Field Work
Mobile-first test entry with signatures, photos, and instant pass/fail.
Auto Pass/Fail per AWWA Standards
Enter CV1/CV2/RP readings and get instant pass/fail. Supports RP, DC, PVB, SVB, DCDA, RPDA — every common backflow type.
Multi-Photo + Lightbox
Snap as many photos as you need per test. Photos attach to the test record and embed in the generated city form PDF.
Digital Signature Pad
Capture the tech's signature on the device. Signature embeds into the generated PDF — no separate sign-off step.
Failed-Test Work Orders
When a test fails, FlowTrack creates a work order automatically with repair notes and parts tracking. Close it out from the same record.
Recurring Annual Auto-Schedule
A passing test creates next year's job on the schedule automatically. No manual "remember to schedule next year" step.
Mobile "My Jobs" Field Mode
Phone-friendly view grouped by city with Google Maps routing. The tech sees today's jobs in driving order.
Offline PWA with Sync Queue
Installable on iOS and Android. Record tests with no signal — the background sync queue uploads when you're back online.
District & Form Handling
40+ Orange County districts pre-loaded; any district anywhere in the country uploads in minutes.
Global District Library
40+ Orange County water districts pre-loaded with their forms, contact methods, and submission email. Use them out of the box.
PDF Template Upload + AcroForm Detection
Upload any city's PDF form. FlowTrack detects the AcroForm fields automatically and surfaces them for mapping.
Claude-Assisted Field Mapping
Claude reads the PDF and suggests which test-record field maps to which form field. You review, tweak, save once.
Visual Field-Mapping UI
Drag-style mapping with transforms (date format, uppercase, direct copy). What you set is what gets stamped on every form.
One-Click Form Generation
From a saved test record, generate the city's form pre-filled with all the right values. Signature and photos embedded.
One-Click Email Submission
Submit the filled form to the water district or health department directly from the test record. PDF attached automatically.
Submission Status Tracking
Track every submission from not_submitted → submitted → accepted/rejected so nothing falls through the cracks.
District Admin Self-Service
Districts get their own portal to update form templates without involving you — fewer support requests for everyone.
Scheduling
List, calendar, and map views with drag-and-drop reassignment and route optimization.
List + Calendar + Map Views
See the schedule the way you want — table for planning, calendar for week-at-a-glance, map for routing.
Drag-and-Drop Calendar (7-Day Grid)
Reassign a job to a different date or different tech by dragging it across the week. Conflicts surface immediately.
Batch Scheduling by Area
Pick a city, see every device due in it, and bulk-create scheduled jobs for the whole route in one pass.
Mapbox Job Markers + Heat Map
Color-coded markers by status. Heat map view shows where work is concentrated. Auto-fit bounds to the selected day.
Route Optimization (Nearest-Neighbor)
Reorder the day's jobs by driving distance. Hand off the optimized route to Mapbox or Google Maps with one tap.
Cached Geocoding per Location
Backend geocoding runs once per location and caches the result. Calendar and map load fast even for big customer books.
Imports & AI
Lift years of historical records out of PDFs and CSVs with Claude doing the heavy parsing.
Multi-PDF Batch Import
Drop a folder of test reports onto the dashboard. Claude Sonnet extracts every record into a staging table for review.
CSV Import with AI Conversion
A full template covering customer, location, device, and test data — or paste a CSV from anywhere and let Claude shape it to the template.
Smart Customer Matching
The staging table matches incoming records to existing customers, flags duplicate serial numbers, and groups by location.
Device Photo OCR via Claude Haiku
Snap a photo of a nameplate from the field. Claude Haiku reads the manufacturer, model, serial, and size into the device record.
Reports & Notifications
Compliance dashboards, customer reminders, and certification alerts — all branded for your shop.
Compliance Reports by District
See how many of your devices are current per district, who's overdue, who's coming due. Filter by date range. CSV export anytime.
Revenue + Tech Performance
Revenue summary by month. Tech performance broken out by tests completed, pass rate, and average time on site.
Customer Reminder Emails (90/60/30)
Branded emails go out 90, 60, and 30 days before each device's annual test — sent via Resend, with your logo and your contact details.
SMS Reminders via Twilio
Pair the email reminders with SMS for customers who prefer texts. Opt-in tracking and STOP/HELP keywords handled per the SMS policy.
Certification + Gauge Expiry Alerts
Mondays at 7am, FlowTrack emails admins about any tech whose backflow certification or gauge calibration is expiring within 30 days.
Audit Logging
Who did what, when. Every test edit, customer change, and device update goes into the audit log for compliance reviews.