30-min call with RobBook a proof-of-concept call
Job 01 · Monthly service report

// Commercial water treatment · Service reports

Water treatment service report summaries, drafted from your technicians' field test sheets for your account manager to approve.

A technician tests a site's towers, boilers and loops, writes up what was fed, and moves on to the next account. Someone then turns a stack of those sheets into the monthly report the customer reads. A free AI proof of concept has AI draft 20 to 30 service reports you already sent, from the same sheets, and list every reading that is missing or outside the range the customer's program states. Your reviewer, the account manager who knows these reports best, compares every draft with what the customer actually got.

Book a proof-of-concept call30 minutes with Rob
Reports in the test
20 to 30 already sent
Doses set by AI
None
Controllers touched
None

// The one job

From a stack of test sheets to the report a facilities manager reads

A month of visits leaves a pile: field test sheets for each system, notes on what was fed or adjusted, an operator's log, sometimes a controller printout or a lab result. An account manager puts it in the order the customer expects, carries each number over, finds the range the program states for it, and writes down what ran out of line or never got tested.

For the test, AI reads copies of those sheets for months you already reported and drafts the customer's monthly service report: system and date, test readings by name as recorded, the control ranges the customer's program states, chemical feed notes, and every reading out of the stated range or missing. It doesn't decide what a reading means or what to feed next. Your reviewer sets each draft beside the report the customer received.

Field test sheetTechnician's visit
Site and system
Date and technician
Sample point
Feed notes
TestReading as recordedNote
Made-up sheet, for illustration
Read against
the customer's program
Monthly service reportDraft for your account manager
System and date
Stated control range
Feed notes
Out of range or missing
TestReadingStated range
Made-up report, for illustration

// What makes it hard

What a field sheet says, and what a report can't assume

The test list changes by system. The University of Arizona's 2026 request for its central utility plants sets the minimum tests for each scheduled visit. Tower water runs through pH, conductivity, ORP, M-alkalinity, calcium hardness, silica, PTSA trace, phosphonate, azole, iron, copper, turbidity, free halogen and a biological count. Boiler feedwater brings sulfite, steam boiler water brings polymer and P- and OH-alkalinity, and condensate brings total amines. A blank on a sheet is a missing reading only if that test belonged to that system that day, so the draft reads each customer's own test list before it calls anything absent.

Two people can test the same water. That request has the provider bring its own reagents and equipment to verify plant results, and has plant staff run dip slides on open and closed systems each week. The biological count at a visit comes from a strip inoculated 48 hours earlier by university personnel and incubated at 35 degrees Celsius, so its date is not the visit's date. The draft gives the operator's number and your technician's number lines of their own, with who took each and when. It never averages them or picks a winner.

The range belongs to the program, and the program changes. Arizona's 2023 specification gave bidders a monitoring sheet with four blanks for every test: test for, method, control range and test frequency. That year its chilled water list included nitrite. The 2026 list drops it for silica, under a silica and azole inhibitor program. A range read from last year's sheet produces a false exception, so each draft names the program version it read, and a test with no stated range is shown as exactly that.

Some results run on a slower clock, or come from a machine. Arizona's corrosion coupons sit 90 days on tower, closed loop and steam condensate systems, in mild steel, copper and, where used, stainless or galvanized steel, with the data due within 30 days. Glycol concentration and deaerator dissolved oxygen are tested once a year. Its specification also has controllers send a weekly graph of ORP, pH, conductivity, trace, biocide, bleed and flow relays and temperature. A monthly report carries only some of that, so the draft marks which items fell due in the period. Where a controller printout and a hand test disagree, both appear and neither is called right.

What your account manager checks. Arizona's service representative has to tell the central plant supervisor, aloud and in writing, of any deviation from designated treatment levels, and quarterly reviews go through out-of-control exceptions by system. So your reviewer asks: did every out-of-range reading reach the list? Was a number altered on the way over? Were units kept as written? Did a recommendation appear that the technician never wrote? The draft offers none of its own, and nothing in it is an engineering judgment.

// What you send

Reports your account managers already delivered

Copies only
Paper sheets welcome
01

20 to 30 sent monthly reports

Each as the customer received it, across several sites. Include a tower-only site, a site with boilers and closed loops, and a month when something went out of range.

02

The field sheets behind them

Every technician's test sheet and log for those months, handwritten, photographed or exported from your field app. Add an operator's log or a controller printout where you have one.

03

Each customer's program

The control sheet or program manual that sets test names, methods, ranges and frequencies, in the version that was in force that month.

04

NDA first, then copies or stand-ins

Site and customer names sit on every sheet, so the NDA comes before anything moves. Nobody at Massmarket signs in to a controller, a plant system or your reporting software. Sheets that can't leave your office get rebuilt as look-alikes with your reviewer.

// Before it starts

Agreed before any field sheet moves

The owner settles who judges the drafts and what a pass means, in writing.

Service report test termsOwner signs off
Your reviewer
Named by the owner, usually the account manager who signs these reports
Success criteria
In writing, including how a missed out-of-range reading counts
Ranges read from
Each customer's own program, with the version named on every draft
Recommendations
Only what the technician wrote; the draft adds none
Who approves
Your account manager, report by report
Price
A range for the live job, before it starts
NDA
Signed before the first sheet

// How it's judged

Each draft beside the report the customer received

Report by report
Reading by reading
On the same 20 to 30 monthly reportsThe report that went outThe AI draft
Every system and visit date accounted forFrom your own reportsFrom your own reports
Test names as the sheet records themFrom your own reportsFrom your own reports
Readings copied exactly, with units as writtenFrom your own reportsFrom your own reports
Control ranges taken from the customer's program, version namedFrom your own reportsFrom your own reports
Operator and technician results kept apartFrom your own reportsFrom your own reports
Chemical feed notes carried over with nothing addedFrom your own reportsFrom your own reports
Readings outside the stated range, listedFrom your own reportsFrom your own reports
Readings missing, listed with the test and systemFrom your own reportsFrom your own reports
Empty until your reports run. Every cell stays blank until your own sheets have gone through.Your account manager scores each row.

// After a yes

About 30 days on new visits

When your reviewer says yes, new field sheets feed the same draft reports for about 30 days, at a fixed price you see before signing.

Your account manager approves every report before a customer reads it. What to feed, what to change and what to tell the customer stay where they are today.

A next job would be decided and priced separately, with monthly support starting once one is live.

// Next, if you choose

What could follow the monthly report

Ideas, ranked
Priced one at a time
  1. 01

    Corrosion coupon summaries

    Coupon results gathered by system and quarter, beside last period's, for whoever presents them to the customer.

    Next
  2. 02

    Quarterly review packets

    Chemical usage, water usage, coupon results and each out-of-control exception by system laid out for the customer's review meeting.

    Then
  3. 03

    Cooling tower compliance files

    A site's registration, program, culture and disinfection records assembled for the qualified person to review.

    After that

// One hard limit

It never sets a dose or sends a report.

No controller, state portal, live report or live file is touched during the proof of concept. It never sets a chemical dose, judges a culture result or certifies a system, and it sends nothing to a customer or an agency. It reads copies and drafts. Your account manager approves every report, and nothing on this page is legal, medical or engineering advice.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob gives the range on the call, once he knows how many sites you report on each month, how many report formats your customers expect, and whether sheets are handwritten or exported.

// Questions

What account managers ask

Will the draft say what to feed or adjust?
No. It carries the feed notes your technician wrote and lists readings outside the customer's stated range. What to feed, change or tell the customer is for your account manager and technical staff.
Do you need access to our controllers or field app?
No. Sheets, PDFs, photos and exports are enough. We never sign in to a controller or a customer's plant system, and the tools you use matter only when a live month is being planned.
What if the customer's program states no range for a test?
The draft shows the reading and says no range was stated. It never fills one in from general guidance, and your account manager decides whether the program needs updating.
A system was drained or offline that week. Does that show as missing?
It shows as a test with no reading, along with any note the sheet holds about why. Your reviewer decides whether that counts as a gap.
Our technicians use shorthand test names. Will those carry over?
Yes. Readings appear under the name on the sheet, matched to the program's name where your key makes the match clear, and units stay as written. Anything it can't match is left for your reviewer.
Can it draft reports for boilers and closed loops as well as towers?
Yes, if they are in the sample. Each system draws its test list and ranges from the customer's program, so include the systems your reports actually cover.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Start with one campus or hospital account.

Thirty minutes with Rob about your company and role, how many sites you report on in a month and what your customers expect to see. Field sheets and past reports stay with you until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
  • Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
  • 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
  • 4.3/5 from 6 Google reviews of Massmarket AI.
  • Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
  • Takes every proof-of-concept call himself.