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Repair or replace: decision worksheet

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Back to Repair or Replace a Water Softener

Use your own documented diagnosis, treatment goal, quote scope, and time horizon for both paths. The repair-or-replace guide explains the decision gates. This worksheet organizes your evidence; it does not choose an option for you.

Print this page to record the decision, or download the repair-or-replace CSV to compare two options.

In the CSV, fill the rows marked YOUR_INPUT. Keep ILLUSTRATIVE_EXAMPLE rows separate from your comparison. The calculation column explains the arithmetic; it does not calculate automatically in a spreadsheet.

Stop and verify first

Gate Your evidence or unresolved question
Active leak, overflow, wet electricity, structural damage, or continuous drain safely contained? __________
Exact model, manual, symptom, and tested failed function? __________
Current untreated hardness, water conditions, demand, and treatment goal? __________
Exact warranty coverage and written claim decision? __________
Correct repair part and qualified service available when needed? __________

If a hazard is active or its safe state is unknown, stop the cost comparison and have the condition professionally contained. Do not assume a symptom proves a particular part has failed. Water hardness alone does not establish potability.

Compare written scopes

Input Repair Replacement
Provider, quote date, and expiration ______ ______
Diagnosis and exact part or model ______ ______
Labor, plumbing, drain, electrical, permits, and tax included? ______ ______
Startup, disposal, and acceptance tests included? ______ ______
Parts/equipment and workmanship warranty terms ______ ______
Installed or repair cost, USD ______ ______
Confirmed credits, USD ______ ______
Annual operating cost from owned inputs, USD/year ______ ______
Same decision horizon, years ______ ______
Unknown or excluded costs ______ ______
Required safety, fit, and treatment gates pass? ______ ______

For each path, calculate horizon total (USD) = quoted initial cost (USD) + annual operating cost (USD/year) × horizon (years) − confirmed credits (USD). This simple comparison assumes the annual cost stays constant and omits discounting and future repair risk; write those limitations next to your decision. An unknown critical cost stays unknown, not zero.

Worked example with sample numbers

The following numbers are illustrative arithmetic, not actual repair quotes, market prices, equipment performance, or measured use. Both options use the same three-year horizon and zero confirmed credits.

Option Hypothetical initial cost Hypothetical annual operation Calculation Three-year total
Repair 650 USD 140 USD/year 650 + (140 × 3) − 0 1,070 USD
Replacement 2,500 USD 100 USD/year 2,500 + (100 × 3) − 0 2,800 USD

The difference is 1,730 USD over this illustrative horizon. That arithmetic alone does not decide the case: the repair may fail a safety, parts, warranty, treatment, or acceptable downtime gate. A real replacement quote must include full installation and acceptance; a box price is not comparable.

Decision and handoff

Record your required gates before choosing: __________. Chosen path or “more evidence”: __________. Main documented reason: __________. Assumption most likely to change the choice: __________. After work, obtain leak and drain checks, a completed cycle, treated-hardness result at the agreed test point, recorded settings or parts, and warranty documents. Keep personal information out of any shared copy.

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