What a water treatment estimate is for
Water treatment sales have a reputation for scare tactics. An estimate that starts from the actual test result, sizes the system to it and lists every part makes you the honest option. It also puts the yearly service on paper from day one, which is where the steady income in this trade comes from.
What to put on a water treatment estimate
- The water test results.
- System size and why.
- Fittings, bypass and drain line.
- Salt or media to start.
- Service plan offered with the install.
A worked example
Hard water at a three-bedroom home on city water. The owner wants a softener and drinking water at the kitchen sink.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Water test, hardness and iron | 1 | each | Your price |
| Water softener, single tank | 1 | each | Your price |
| Bypass, fittings and drain line | 1 | each | Your price |
| Reverse osmosis, under sink | 1 | each | Your price |
Write the test numbers on the estimate. Sizing from a real test is what sets you apart from a sales pitch.
Line items water treatment companies use
| Line item | Unit | How to write it |
|---|---|---|
| Water test, hardness and iron | each | What was tested and the results. |
| Water softener, single tank | each | Grain capacity and valve. |
| Water softener, dual tank | each | For larger homes or hard water. |
| Whole house filter | each | Media and what it removes. |
| Reverse osmosis, under sink | each | Stages and faucet. |
| Bypass, fittings and drain line | each | Pipe material and drain route. |
| Well pump, submersible | each | Horsepower and depth. |
| Pressure tank | each | Size and pressure switch. |
| Pump pull and reset | hour | Crew and hoist time. |
| Filter change visit | visit | Cartridges and sanitizing. |
| Salt delivery | lb | Bags or pounds delivered and loaded. |
| Resin cleaner and service | visit | Yearly softener service. |
Terms and deposit language for water treatment
- Deposit. A deposit at signing covers the softener, filters or pump ordered for this home. Deposit rules differ by state; confirm yours.
- Payment. Balance due when the system is installed, running and tested.
- Warranty. Equipment carries the maker's warranty. You warrant the install and fittings for the time stated. Damage from freezing, sediment or a failing well is not install workmanship.
- Systems are sized from the water test shown on this estimate.
- Service plans renew yearly unless cancelled in writing.
- Well work may need a licensed well contractor where the state requires one.
How to fill it in
- Put in your business details once; this browser keeps them for every template.
- Fill in the customer and the job.
- Change the line items to fit this job and add your prices.
- Set tax, the deposit and the good-until date.
- Print to PDF, download Word or CSV, or send it from Koira.
Free tools for water treatment
The same estimate for other trades: appliance repair, auto detailing, carpentry, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, deck, drywall, duct cleaning, electrical, fence, flooring, garage door, general contractor, glass, gutter, handyman, holiday lighting, home inspection, hood cleaning, hvac, insulation, irrigation, junk removal, landscaping, lawn care, locksmith, masonry, moving, painting, pest control, plumbing, pool service, pressure washing, property maintenance, remodeling, restoration, roofing, security system, septic, siding, snow removal, solar, tile, tree service, waterproofing, window cleaning, window and door.
More for water treatment companies: how water treatment companies run on Koira.