What a water treatment proposal is for
After a water test, owners face a menu of systems. Three options built on their own test results, from the basic fix to the full setup, let them choose by what they care about: scale, taste or everything. It is an honest alternative to the hard sell the trade is known for.
What to put on a water treatment proposal
- The test results behind all three.
- What each option treats.
- Equipment and service plan.
- Upkeep each one needs.
- One acceptance line.
A worked example
The same hard-water home on city water. Lines are yours to price.
Option 1: Good: softener. Single tank softener sized to the test.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Water softener, single tank | 1 | each | Your price |
| Bypass, fittings and drain line | 1 | each | Your price |
Option 2: Better: softener and drinking water. Softener plus under-sink reverse osmosis.
| Line | Qty | Unit | 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 |
Option 3: Best: whole house. Softener, whole house filter, RO and a yearly service plan.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Water softener, single tank | 1 | each | Your price |
| Whole house filter | 1 | each | Your price |
| Reverse osmosis, under sink | 1 | each | Your price |
| Resin cleaner and service | 1 | visit | Your price |
Say plainly what each option fixes. If the test does not show a problem, do not sell the fix.
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
- Fill in the customer and the job.
- Check each option's name, its one-line difference and its lines.
- Add your prices; each option totals on its own.
- Set tax, the deposit and the good-until date.
- Print it, download it, or send it from Koira so the customer can pick and sign on the phone.
Free tools for water treatment
The same proposal 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.