What a water treatment invoice is for
The water treatment invoice is the owner's manual for the system: what was installed, how it is set, when the first service is due. An invoice that lists equipment, settings and the plan start date answers the calls you would otherwise get in the first month and makes renewal automatic.
What to put on a water treatment invoice
- Equipment installed, with model.
- Settings such as hardness and regeneration time.
- Fittings and drain used.
- Service plan start date.
- Deposit received, balance owed.
A worked example
The softener and RO unit are installed. The drain line needed an extra 20 feet to reach the floor drain.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Water softener, single tank | 1 | each | Your price |
| Bypass, fittings and drain line | 1 | each | Your price |
| Extra drain line to floor drain | 20 | ft | Your price |
| Reverse osmosis, under sink | 1 | each | Your price |
Write the hardness setting and regeneration time in the notes. It is the first thing the owner asks about.
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
- Your business details carry over from any template you used before.
- Fill in who you are billing and the job.
- Check the lines against what you actually did, and add your prices.
- Put any deposit in Already paid, so the balance is right.
- Print, download or send it from Koira with a pay-by-card link.
Free tools for water treatment
The same invoice 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.