Printable water softener service checklist
Back to Water Softener Service Checklist
Page 1 — Before contacting service
Safety
- [ ] Active leak/overflow/standing water recorded
- [ ] Wet electricity, burning odor, damaged cord or heat recorded
- [ ] Tank/valve/plumbing structural damage recorded
- [ ] Continuous drain or stalled cycle recorded
- [ ] Current safe state documented
- [ ] Urgent professional route used when required
Equipment
| Field | Record |
|---|---|
| Brand/full model | |
| Controller/valve model | |
| Partial serial/date code | |
| Official manual URL/document/revision | |
| Installation date/source | |
| Warranty source/proof location | |
| Salt product/last addition |
Symptom
| Field | Record |
|---|---|
| First observed date/time | |
| Observable symptom | |
| Frequency/pattern | |
| Exact error/stage | |
| Recent outage/bypass/plumbing/source change | |
| What was already tried/by whom | |
| Current safe state |
Page 2 — Evidence package and estimate
Water, settings and events
| Field | Record |
|---|---|
| Untreated hardness/value/unit/method/point/date | |
| Treated hardness/value/unit/method/point/date | |
| Hardness setting/source | |
| Capacity/dose/reserve/override/mode | |
| Clock/remaining capacity/error | |
| Meter/flow observation | |
| Completed cycles/manual requests | |
| Salt/brine/bridge observation | |
| Leak/drain observation | |
| Prior service/parts/result |
Written estimate must state
- [ ] Provider identity and applicable license/insurance evidence
- [ ] Quote date/expiration/schedule
- [ ] Diagnosis and supporting test
- [ ] Exact parts/model and condition
- [ ] Labor/travel/shipping/tax/payment schedule
- [ ] Permit/code/plumbing/electrical responsibility
- [ ] Startup/sanitation/programming/disposal
- [ ] Exclusions/contingencies/change-order process
- [ ] Parts/workmanship/equipment warranty
- [ ] Acceptance tests and deliverables
Page 3 — During service
| Field | Before | After / result |
|---|---|---|
| Safety state | ||
| Error/display/clock | ||
| Hardness/capacity/dose | ||
| Reserve/override/mode | ||
| Meter/flow evidence | ||
| Service/bypass state | ||
| Salt/brine condition | ||
| Leak/drain condition |
Work record
| Field | Record |
|---|---|
| Tests performed/results | |
| Diagnosed function/component | |
| Alternative causes excluded | |
| Part number/new-rebuilt condition | |
| Removed-part disposition | |
| Chemical/product/amount/authorization | |
| Internal/electrical/plumbing work and performer | |
| Written change order | |
| Warranty claim/reference |
Page 4 — Acceptance and follow-up
| Check | PASS | FAIL | N/A | Evidence/follow-up |
|---|---|---|---|---|
| No leak/overflow/continuous drain | ||||
| Safe return to service | ||||
| Display/clock/settings recorded | ||||
| Service/bypass position correct | ||||
| Meter registers known treated flow | ||||
| Required cycle/function test completed | ||||
| Brine/drain behavior met exact manual | ||||
| Treated hardness met criterion | ||||
| Work/parts matched written order | ||||
| Warranty/receipts/instructions received |
Closure
- Outcome:
ACCEPTED / FAILED ACCEPTANCE / FOLLOW-UP OPEN - Responsible person/role: ______________________________
- Follow-up date: ______________________________
- Private record location: ______________________________
- Minimized maintenance-log entry completed:
YES / NO
Privacy exclusion for this printable copy
Do not enter a full street address, email, phone, utility account, payment details, access codes or full serial number unless the copy is kept in the verified private service record.