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AI Office Manager for Backflow Testing Keep testing requests organized

Zweelie is your AI office manager that answers backflow-testing inquiries, organizes site contacts and report files, and keeps customer follow-ups on track.

Customer work for backflow testing contractors

Zweelie helps backflow-testing contractors organize customer communication around testing and follow-up work. Property contacts, access arrangements, report copies, and repair discussions can become separate threads. Keep them connected so staff know who needs a response and which documents belong to the request.

Built around the work of: certified backflow testers, plumbing-business owners, inspection office coordinators.

Mobile app + web platform

Run your business from anywhere.

Answer calls, qualify leads, follow every opportunity, collect payments, and keep customer work organized from wherever the day takes you.

Zweelie business overview dashboard
Incoming business call in Zweelie
AI-qualified leads in Zweelie
Opportunity activity timeline in Zweelie
Customer activity feed in Zweelie
Automated opportunity workflow in Zweelie
Business file management in Zweelie
Mobile payment collection in Zweelie

When a request gets lost, the work can follow.

The customer communication problems that backflow testing contractors need to solve.

What's at stake

Site contacts change

The person granting access may not be the owner who requested the test.

Reports are hard to locate

Another request for a report creates a search through email and personal folders.

Repair discussions stall

Follow-up work identified during a visit needs clear ownership and customer communication.

From the first inquiry to an owned next step

Connect each inquiry with the person and information needed to move it forward.

  1. Organize the testing inquiry

    Collect the property, site contact, known device information, and requested timeframe through your intake process.

  2. Keep customer documents together

    Attach report copies and correspondence to the contact or opportunity, while maintaining official records in the required system.

  3. Follow up on agreed work

    Assign a person to discuss next steps, record reminders, and send approved payment requests tied to the customer.

Capabilities

One customer history, from inquiry to follow-up

Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.

Calls and SMS

Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.

I manage Cedar Court. Can I send the device details for a testing quote?
Thanks, Ruby. Avery will follow up with you.
Cedar Court device test requestAssigned to Avery Bennett
Thanks, that works for me.
Avery has your request.
RF

Ruby Foster

1 call
Ruby uploaded the Cedar Court device photo. Confirm the device list and building-access contact.

Opportunities

Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.

Cedar Court device test request

Ruby Foster

$180

Files

Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.

RF
Ruby Foster3 files
Drop files hereFiles for cedar court device test request
test-report-copy.pdfRuby Foster · Cedar Court device test request
Document
device-photo.jpgRuby Foster · Cedar Court device test request
Photo
customer-request.pdfRuby Foster · Cedar Court device test request
Document

Forms

Build an intake form around property address, owner or manager contact, site access contact. Accept relevant files and connect submissions to customer opportunities.

Clearbrook BackflowRequest backflow testing

Tell our team what you have in mind.

Form submitted
Cedar Court device test request

Payments

Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.

Clearbrook Backflow$180Cedar Court device test request
Customer
Ruby Foster
Status
Draft link
Review payment link

Notes

Keep your team's observations and agreed next steps attached to the customer or opportunity, ready for the next conversation.

AB

Cedar Court device test request

Ruby uploaded the Cedar Court device photo. Confirm the device list and building-access contact.

Ruby FosterCedar Court device test requestIn progressCreated by Avery Bennett · 8:42 AM
RH

Retail unit backflow quote

Draft

Elliot sent a previous report for the retail unit. The certified tester will review the requirements.

Elliot JamesRetail unit backflow quoteOpenCreated by Robin Hayes · 9:18 AM
Integrations

Works with the tools you already use

Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.

Don't see an integration here? We can build it.

Keep every inquiry moving

Keep device details, property contacts, customer report copies, and follow-up messages with the testing inquiry. Your certified tester handles the inspection and official reporting while your office coordinates the customer conversation.

Zweelie brings customer communication, intake, and follow-up ownership together on web and iOS. Explore our privacy policy or talk through your workflow in a demo.

Pricing

Simple plans that grow with your business.

Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.

Small Business

$49/ month

Capture every lead with your business team.

  • 2 team members per business
  • 1 business phone line
  • 75 call minutes monthly
  • 100 text messages monthly
  • Up to 100 contacts
  • Up to 15 open or in-progress opportunities
  • Activities, contacts, opportunities, calendar, files, and notes
  • Spam call filtering
  • Contact blocking
  • Notifications
  • Call forwarding in the mobile app
  • Caller ID in the mobile app
  • Multilingual receptionist
  • Products, services, and tax rates
Start free trial

Business

$129/ month

Handle more inquiries and keep every opportunity organized.

  • 2 team members per business
  • 1 business phone line
  • 300 call minutes monthly
  • 250 text messages monthly
  • Up to 500 contacts
  • Up to 50 open or in-progress opportunities
  • Activities, contacts, opportunities, calendar, files, and notes
  • Spam call filtering
  • Contact blocking
  • Notifications
  • Call forwarding in the mobile app
  • Caller ID in the mobile app
  • Multilingual receptionist
  • Products, services, and tax rates
Start free trial

Business Pro

$499/ month

Automation and collaboration for the whole operation.

  • Up to 3 team members
  • 3 included business phone lines
  • Unlimited call minutes*
  • Unlimited text messages*
  • Unlimited contacts
  • Unlimited opportunities
  • Multi-location support (up to 3 locations)
  • Dedicated onboarding specialist
  • All products, including conversations, forms, and reports
  • Spam call filtering
  • Contact blocking
  • Notifications
  • Call forwarding in the mobile app
  • Caller ID in the mobile app
  • Multilingual receptionist
  • Products, services, and tax rates
Start free trial

*Unlimited call and SMS usage is subject to our Fair Use Policy.

Questions from backflow testing contractors

Can Zweelie organize communication around a backflow test?

Yes. Keep the customer inquiry, device references, report copies, and follow-up messages together. Your certified tester completes official reporting through the required local process while your office keeps the customer informed.

How does Zweelie help my team follow up?

Keep device details, property contacts, customer report copies, and follow-up messages with the testing inquiry. Your certified tester handles the inspection and official reporting while your office coordinates the customer conversation.

Can our owner and office team work from the same customer history?

Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions.

Read the guide · Backflow Testing Contractors

Keep backflow test bookings tied to each device

Compare AI reception and office management