What a water treatment work order is for
Water treatment installs are plumbing jobs with settings attached. A work order with the test results, model, hardness setting, the spot where the softener goes, the pipe material and the drain route lets the tech arrive with the right fittings and leave the system set correctly the first time.
What to put on a water treatment work order
- Test results and the settings that follow.
- Equipment and location.
- Pipe material and fittings needed.
- Drain route and air gap.
- Leak and pressure checks before leaving.
A worked example
Install day, with prices kept off the tech's copy.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Softener at main line in basement, PEX | 1 | each | Your price |
| Drain line to floor drain with air gap | 1 | each | Your price |
| RO under kitchen sink, faucet on the left | 1 | each | Your price |
| Set hardness from test, regenerate overnight | 1 | each | Your price |
List the pipe material so the right fittings are on the truck. A trip back to the supply house is a lost hour.
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. |
How to fill it in
- Fill in the customer, the site and the date.
- Add who is assigned, the arrival window and access.
- List the tasks and materials in the order the crew will need them.
- Put gate codes, pets and anything to protect in the site notes.
- Print it for the truck or send it to the crew's phone as a PDF.
Free tools for water treatment
The same work order 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.