Know whose tank is due before they have a backup
Septic work is half emergency and half routine. Puffly keeps your pump cycles, inspection quotes and drain field jobs in one list so none of them slip.
Where septic service company leads come from
Urgent searches
A slow drain, a gurgle or a wet spot in the yard sends someone to their phone. They call whoever answers, often on a weekend.
Realtors and home inspectors
Homes on septic usually need the tank located, pumped or inspected before closing. Agents and inspectors send that work to companies they trust.
Builders and excavators
New homes outside city sewer need a system installed, and the builder picks who does the tank and field.
Routine pumping customers
Homeowners who have been pumped before come back on a cycle, if someone reminds them.
What slow follow up costs a septic service company
A septic customer often has no idea when the tank was last pumped, so they only think of you when something smells. If you never reach out on the cycle, that routine job goes to whoever shows up in the next search. On the sales side, a seller with a closing date will hire the company that returns the call the same day.
A pipeline that fits a septic service company
Puffly’s pipeline is yours to name. Here is one way a septic service company could lay it out.
- Call takenAddress, tank size if they know it, and what they are seeing.
- Pumping or inspection bookedLid access and gate codes go in the notes so the truck does not waste a trip.
- Repair quotedBaffles, risers, pumps or a drain field, sent as a quote.
- Work done and tank loggedRecord the tank condition and what you found for the next visit.
- Next pump dueThe deal stays open with a task set for the next cycle.
Follow up moments worth a reminder
Inspection quote sent to a seller with a closing date coming up
"Hi [name], just checking on the septic inspection for [address]. We can get out there this week if you need it done before closing."
A tank you pumped a few years back is coming due
"Hi [name], it's [your name] from [company]. It's about time to look at the septic tank at [address] again. Want me to put you on the schedule?"
Drain field repair quote sent and the homeowner has gone quiet
"Hi [name], I know the drain field quote is a big one. Happy to talk through what has to be done now and what can wait."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Wet spring weather and heavy rain tend to bring backups, and holiday gatherings put extra load on a system. Frozen ground can slow digging in cold regions, so use that stretch to send reminders and line up repair quotes for the thaw.
Questions from septic service companies
Can Puffly remind customers when their tank is due?
It can remind you. Keep the deal open with a task on the next due date, and Puff will surface who to call and draft the message. You approve it before anything goes out.
What about emergency calls at night?
Missed-call text back is an opt-in automation that replies when you cannot pick up. If you want a receptionist to answer, Puff Voice is a paid add-on.
I have years of customers in a spreadsheet. Can I bring them over?
Yes. You can import from a Google Sheet, then use tasks and stages to organize who is due for a pump or an inspection.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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