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Irrigation Systems

Irrigation Systems gives landscaping and sprinkler-service teams one place to track every customer system, controller, zone, seasonal startup, winterization, and repair history.

ToolbagCRM Irrigation Systems enablement screen
This screenshot shows the Irrigation Systems enablement state. Administrators can turn it on from Settings → Features when it is available on the account.

When to use this

Use Irrigation Systems when your team services sprinkler or irrigation systems and needs to know:

  • Which controller, model, serial number, and water source belongs to each customer property.
  • How many zones a system has and what each zone covers.
  • Which systems are due or overdue for seasonal startup, winterization, repair, audit, or zone adjustment.
  • What the last technician found, which parts were replaced, and when the next service should happen.

Before you start

  • Make sure Customers is enabled, because each irrigation system belongs to a customer or property record.
  • Ask an administrator to open Settings → Features and enable Irrigation Systems.
  • Decide how your team will name zones before adding records, for example Front Lawn, North, Side Beds, or Back Lawn.
  • Gather controller details such as brand, model, serial number, water source, zone count, and whether a backflow preventer is installed.

What you can manage

AreaWhat to track
SystemsCustomer name, property address, controller brand/model/serial, zone count, water source, backflow-preventer flag, notes, and next service due date.
ZonesZone number, name, type, head count, runtime, valve number, and notes. Supported zone types include rotary, spray, drip, soaker, and bubbler.
Service historyService date, service type, technician, job reference, findings, parts replaced, whether all zones were tested, and the next service due date.
DashboardTotal systems, due-for-service systems, overdue systems, services this month, startup count, and winterizations due.

Add an irrigation system

  1. Open Irrigation Systems from the main navigation.
  2. Select Add System.
  3. Enter the Customer Name and Property Address.
  4. Add controller details such as Controller Brand, Model, and Serial #.
  5. Enter the Zone Count, choose the Water Source, and set Next Service Due if you already know the next seasonal visit.
  6. Check Backflow preventer installed when the site has a device your team needs to remember for inspections or municipal compliance.
  7. Add access notes or special instructions, then select Add System.

The system appears in the table with columns for customer, address, controller, zones, last service, and next due date. Use search to find a system by customer, address, or controller brand.

Track zones

  1. Select a system from the table to open the detail panel.
  2. Stay on the Zones tab and select Add Zone.
  3. Enter the Zone Number and required Zone Name.
  4. Choose the zone Type and optionally add Head Count, Runtime (min), and Valve Number.
  5. Save the zone.

The Zones tab is useful for building a quick field map before a technician arrives. If a system does not have any zone records yet, the page shows No zones configured yet.

Log seasonal service and repairs

  1. Select the system that was serviced.
  2. Open the Service History tab.
  3. Select Log Service.
  4. Choose the Service Date and Service Type. Available types are Startup, Winterization, Repair, Audit, New Install, and Zone Adjustment.
  5. Add the Technician, optional Job Reference, findings, and any parts replaced.
  6. Check All zones tested when the visit covered the full system.
  7. Set Next Service Due so the dashboard and Due for Service tab stay current.
  8. Select Log Service.

When a service record includes a next-due date, the parent system's last-service and next-due dates update automatically.

Use the dashboard and filters

The page includes stat tiles for Total Systems, Due for Service, Overdue, Services This Month, Startups This Season, and Winterizations Due. Use the Due for Service tab when planning spring startup or fall winterization work; it filters the table to systems that need attention soon or are already overdue.

Tips

  • Use consistent zone names so office staff and technicians can recognize the same area across visits.
  • Record the controller serial number and water source during the first visit; those details are hardest to recover during a busy startup season.
  • Use the backflow-preventer flag to decide which customers may also need annual backflow testing reminders.
  • Delete a system only when you are sure the zone map and service history should be permanently removed.

Troubleshooting

The customer has no zones or service history

Open the system detail panel. If the Zones tab says No zones configured yet, add zones first. If Service History says No service history yet, log the first startup, winterization, repair, audit, new install, or zone adjustment.

A due date did not change

Set Next Service Due when logging the service visit. Service notes without a next-due date still remain in the history, but they do not move the system into or out of the due-for-service schedule.

Built for contractors and home-service businesses.