Water softener installation quote scope worksheet
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Back to Water Softener Installation Cost and Quote Breakdown
Use this sheet to make two written quotes comparable. Enter your own dated provider terms. Ask each provider who performs each task, what is included, how changes are approved, and what evidence you receive at close. The installation cost guide explains site conditions that can change the scope.
Print this page to annotate a quote, or download the quote scope CSV to compare providers in a spreadsheet.
In the CSV, fill the rows marked YOUR_INPUT. Keep ILLUSTRATIVE_EXAMPLE rows separate from your quote totals. Amounts are entered by you; the CSV does not calculate automatically.
Scope to confirm in writing
| Scope | Included, excluded, or allowance? | Responsible party | Price or allowance, USD | Evidence at close |
|---|---|---|---|---|
| Untreated-water test, treatment goal, and sizing record | ______ | ______ | ______ | Results and sizing basis |
| Exact model, performance sheet, and supplied parts | ______ | ______ | ______ | Model and manual |
| Site access, location, and any finish restoration | ______ | ______ | ______ | Approved location and photos |
| Plumbing cut-in, fittings, shutoff, and bypass | ______ | ______ | ______ | Scope and leak check |
| Drain receptor, air gap, and overflow route | ______ | ______ | ______ | Photos and discharge check |
| Electrical work and applicable continuity review | ______ | ______ | ______ | Qualified-trade record where needed |
| Permit, inspection, and corrections | ______ | ______ | ______ | Permit and closed inspection |
| Removal, disposal, and cleanup | ______ | ______ | ______ | Removal record and clean area |
| Programming, startup, and owner orientation | ______ | ______ | ______ | Settings and handoff record |
| Leak, flow, drain, and treated-hardness acceptance tests | ______ | ______ | ______ | Results with units and test points |
| Warranty documents, tax, payment schedule, and expiration | ______ | ______ | ______ | Final contract and documents |
Record an excluded item even if its price is unknown. Do not add a price for work that the quote already includes. Confirm local code and any required licensed work with the responsible professional or authority; this sheet does not instruct you to perform plumbing or electrical work.
Worked example with a sample quote
These are hypothetical line amounts, not a provider quote or a statement of typical installation cost. Assume each amount is included once, in USD, with no unpriced exclusions:
| Written line in the example | Hypothetical USD |
|---|---|
| Exact system and supplied components | 1,800 |
| Plumbing and fittings | 350 |
| Drain work | 100 |
| Permit and inspection | 100 |
| Programming, startup, and acceptance tests | 100 |
| Removal and cleanup | 50 |
| Installed total | 2,500 |
Arithmetic: 1,800 + 350 + 100 + 100 + 100 + 50 = 2,500 USD. If electrical work or restoration is needed but excluded, the total is incomplete until a dated price and responsible party are recorded. The same sample installed total is used in the first-year budget example; neither example supplies a real-world price.
Before signing, compare quotes against identical treatment goals and acceptance tests. Ask for written change rules and a dated, itemized installed total that states taxes, allowances, exclusions, and expiration.