Texas Water House: Build Timeline

Call Sept 25, 2026 · 4:00 PM CST · Tommy, Mark, Brian and Roark

1 · H2o Bot: what it does

One app that replaces the three systems TWH runs today (the field-service system, the route software and the accounting system). It runs on AWS in TWH's own account.

157features built
156partly built
123on hold / later
176dropped (not used today)
BuiltPartly built

Overview

  • Home: open estimates, unscheduled jobs, what's owed
  • Dash: the view Mark uses today
  • Schedule board: who goes where

Customers & sales

  • Customer record with sites and equipment
  • Leads, fed by the website lead forms
  • Estimates → deposit → job
  • Job record and job costing
  • Invoices, including progress billing

Service plans

  • Memberships with scheduled visits
  • Billed automatically on a cycle
  • Service-due calendar
  • Outreach to filtration customers when service is due

Routing & delivery

  • Routes, delivery days and delivery orders
  • Route sequencing and schedule changes
  • Driver's day on a phone
  • Equipment tracking (coolers, systems)
  • Recurring and rental charges

Money

  • Payments and payment batches
  • Statements and aging
  • Charge run for cards on file
  • Expenses from the bank statement

Accounting (built in)

  • Chart of accounts, ledger and journal
  • Receivables and bank reconciliation
  • Month-end close
  • Purchase orders and vendor bills
  • Inventory counts and valuation

Team & payroll

  • Team members and pay rates
  • Time & attendance from job clocks
  • Pay runs with withholding and year-to-date totals

Reporting

  • Business insights: goals vs. actual
  • Dashboards across every area
  • Reports: jobs, estimates, invoices, payments

Customer portal

  • Customers approve estimates with a signature
  • View and pay invoices online
  • Sign in with a six-digit code

Office tools

  • Inbox: messages, calls and shared documents
  • Price book and settings
  • Help with a feature map (old vs. new)
  • Shared feedback page
▸ See the full feature list
Built but switched off until the final sprint: sending email and texts, card processing and check printing.

2 · Websites we're building

Each brand site has a Feedback button. Notes save automatically and nobody has to log in.

SiteWhat it isDev link

3 · Timeline

Set dates and status during the call and the chart updates on its own. Your edits stay saved in this browser.

MilestoneOwnerTarget dateStatus

4 · Action items

Who does what, and by when.

ActionOwnerDue