Set Up The Form

Phone *

Brand Partner IR

Full Name

BPir - Phase

BPir - Estimated Timeline (new build)

BPir - Estimated Ship Date (new build)

BPir - Carrier

BPir - Shipping Tracking Number

BPir - Expected Delivery Date

BPir - Send Shipping Text

BPir - Electrician Needed

BPir - Electricians Name/ Company

BPir - Electrician Phone Number

BPir - Electrician Associated

Did you add the electrician to the "electricians" and associate it to the contact.

BPir - Electrical Quote Upload

BPir - Send Electrical Text

BPir - Brand Partner Name / Company

BPir - Brand Partner Phone Number

BPir - Brand Partner Associated

Did you add the Brand Partner to the "Brand Partner" and associate it to the contact.

BPir - Brand Partner Quote Upload

BPir - Send Brand Partner Text

BPir - Closing Call Made

BPir - Note *

BPir - Send To Admin Team

If YES, the opportunity will be removed from the pipeline and sent to the Admin Team. If NO it will move it to the call back column in the pipeline.

Brand Partner Install Completion Survey

First Name

Last Name

Phone *

BPir - Brand Partner Name / Company

BPir - Brand Partner Phone Number

Equipment

AS: Equipment

Ultimate Protocol

Premium Protocol

A La Cart

Step 1: System Setup Verification

System installed in correct location and securely mounted?

All tanks level and stable

Power connected and verified

Water supply connected and pressurized

System operating without alarms or errors

Salt tank filled to recommended level and client understands refill requirements

Step 2: Leak & Function Inspection

All connections inspected - NO LEAKS present

Watermax cycling properly

RO / UV / filtration system operating as designed

Water flow verified

How did the installer perform overall

Would you recommend using them again?

If no, please explain

Step 3: Client Orientation (video/in person)

Completed full orientation walk-through

Showed client how to shut off water to systems

Explained salt level maintenance and refills

Educated client about filter/UV bulb replacement schedule

Explained warranty protection and why parts must be purchased through Enevive

Client understands that Enevive will reach out in 11 months for service & maintenance

Step 4: Service & Support

Confirm client received this information verbally:

Call (801) 993-0080 for any service need - First Call Resolution

Most service is resolved by phone/video at no cost

On-site service will be arranged by Enevive if needed

Labor is not covered (industry standard): parts are covered under warranty

Client approval is required before any service changes occur

Typical onsite ranges $100-$199 depending on scope

Step 5: Water Certification Test Kit

Test Box was shipped with equipment (in brine tank)

Explained purpose: proof of performance

Check that installer set GPG correctly on Watermax according to GPG test kit we sent

Client understands how and when to complete tests

Step 6: Client Experience Feedback

what blind spots or issues should Enevive be aware of to improve service?

What is the clients favorite thing about their new Enevive system?

Why would they recommend Enevive to others?

Step 7: Referral Conversation

Asked client if they know anyone who values clean, healthy water

Captured referrals (referral form link will automatically be sent to client):

Brand Partner Rep

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