Backflow testing software built for annual test season
Track every assembly's recurring due dates, send purveyor-ready test reports, and invoice the day the job closes—on any device
Stay on Top of Every Purveyor Deadline
The test itself is quick. Test season isn't. Most water purveyors require every backflow prevention assembly to be tested at least annually by a certified tester, so due dates stack up in the same few months—then come the paper test forms, the submission deadlines, and the failed assemblies that need a repair and a retest. Essential's backflow testing software keeps the whole cycle in one place. It tracks each assembly and its test schedule, lets testers record results from the field, gets reports to the purveyor and the customer, and turns failed tests into repair jobs with the retest already on the calendar. Fewer missed deadlines, less paper, more tests per day.
Partnered with leading commercial service businesses
Automate Recurring Tests and Customer Outreach
Tracking annual test due dates and scheduling with existing customers takes a lot of manual effort. Essential automates both.
Automate due date tracking—Next annual due dates update from completed work, so the schedule stays accurate when a test happens earlier or later than planned
Set custom automations—Send customer reminders when tests come due, confirm property access ahead of time, and get the appointment booked without phone tag
Track retests after repairs—A failed assembly gets its own retest date the moment the repair closes, so nothing slips once test season moves on
Record Backflow Tests From the Field
Track the details that matter for every backflow prevention assembly—serial, size, type, hazard, and location. Custom test forms show only the fields your testers need, so RPZ, double check, and PVB assemblies each get the right form.
Find the right assembly instantly — Search by serial number or scan barcodes directly from your mobile device; no extra hardware required
Mark pass/fail and log readings on the spot — Enter test cock readings, check valve and relief valve results, photos, and deficiencies right from the field
Auto-generate test reports — Build templates that match your purveyor's format with Essential's custom form builder; jurisdictions on The Compliance Engine can submit through Essential's integration
Use AI and bulk actions to do your work faster
Take photos, use your voice, or upload a previous test report to add new assemblies.
Add photos and voice—From the mobile technician app, take photos or record a voice memo to add a new assembly
Bulk import—From the web, import a prior test report, whether it's a PDF or a photo of a handwritten form, for the AI agent to parse in minutes
Advanced workflows—Let technicians use bulk actions like answering repeated report questions at once or swiping to pass/fail, so a route of thirty assemblies doesn't mean thirty rounds of tapping
Manage Everything Before and After the Test
The test is one part of the job. Essential handles the rest: scheduling, dispatch, quoting, invoicing, and payments, all tied to the same assembly records.
Schedule smarter—Plan test routes with real-time traffic, assign certified testers to the right jobs, and automate reminders that cut no-shows and locked gates
Quote repairs in 1 click—Turn a failed test into a repair quote in seconds, with AI-powered rules for discounts and surcharges; Essential follows up by email and SMS until it's approved
Invoice and get paid faster—Draft invoices from completed test details, flag unbilled work for review, and sync with QuickBooks, Xero, NetSuite, Sage, Dynamics 365, or Zoho Books
Manage tasks across teams—Deficiency, repair, and retest tasks are generated and tracked automatically, with full progress visibility and a complete audit trail
Partnered with leading commercial service businesses
FAQs
Got questions? We've got answers.
Due dates update based on completed work, so if an assembly is tested earlier or later than scheduled, the next annual due date adjusts automatically. From there, Essential can reach out to customers when tests come due, get approvals, and help schedule the appointment — no manual outreach required.
A failed assembly needs a repair and a retest. Essential logs the failure as a deficiency, turns it into a repair quote, and puts the retest on the schedule once the repair closes — so the fix doesn't slip after test season moves on.
Testers can search by serial number, location, or other attributes, or scan barcodes directly from their mobile device. No extra hardware needed. Each record carries the assembly's serial, size, type, hazard, and location, so the right details are on screen before the first test cock opens.
Every water purveyor formats its test forms a little differently, so Essential doesn't ship prebuilt purveyor forms. Instead, the custom form builder replicates your purveyor's format — test cock readings, check valve and relief valve results, pass/fail, and signatures. For jurisdictions that use The Compliance Engine, Essential integrates with it directly.
No. Essential works for any asset-based service business. If you also test fire sprinklers, extinguishers, hydrants — or anything else on a recurring schedule — you can manage it all in one platform.
Yes, and it's free. We migrate your data from other software, spreadsheets, or even handwritten test records. Your assemblies and service history come with you, so you're not starting from scratch.