What a water treatment service agreement is for
Softeners, filters and RO units all need regular attention, and owners forget until the water tastes off or turns hard again. A plan that bills on its own and books filter changes, salt and a yearly test keeps the system working and keeps the customer yours for the life of the equipment.
What to put on a water treatment service agreement
- Systems covered.
- Filter change schedule.
- Salt delivery, if included.
- Yearly water test.
- Repairs quoted separately.
- Price, billing and cancellation.
A worked example
An owner with a softener and RO unit wants service, filters and salt handled.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Resin cleaner and service | 1 | visit | Your price |
| Filter change visit | 2 | visit | Your price |
| Salt delivery | 480 | lb | Your price |
Parts beyond filters and resin cleaner are quoted on their own. The agreement wording is a template, not legal advice.
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 start and end dates.
- List what each visit includes and how many visits a year.
- Add your price per line; the plan shows a yearly total, and a monthly figure if billed monthly.
- Fill in what is not covered and the renewal and cancellation terms.
- Check your state's rules, then print it for signatures.
Free tools for water treatment
The same service agreement 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.