Service-Ready Evidence Checklist

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Complete only safe, observable fields. Do not reset or disassemble equipment to obtain an answer.

Identity and documents

• [ ] Manufacturer and complete model
• [ ] Serial number
• [ ] Controller/valve model
• [ ] Manual title, revision, URL, and relevant pages
• [ ] Installation date, warranty, installer/service contact

Symptom

• [ ] One-sentence observable symptom
• [ ] First date/time and whether continuous or intermittent
• [ ] Exact display status/error code
• [ ] Photos/video/sound reference
• [ ] Leak, overflow, electrical exposure, constant drain in service, or structural issue explicitly marked

Water evidence

• [ ] Untreated hardness, unit, method, point, and date
• [ ] Treated hardness, unit, method, point, date, and cycle context
• [ ] Water source and any recent source/report/well change
• [ ] Taste, odor, color, sediment, or safety concern routed outside hardness troubleshooting

Operation evidence

• [ ] Current visible owner settings photographed
• [ ] Prior verified settings record
• [ ] Last two or more regeneration start/end records
• [ ] Trigger and observed stage labels
• [ ] Drain flow stopped after return to service: yes/no/unknown
• [ ] Salt-level photos, additions, and approved salt type
• [ ] Brine-level observations tied to stage/time
• [ ] Actual water-use or meter evidence
• [ ] Fixture leaks and unexpected flow observations
• [ ] Power outage, clock, cleaning, repair, bypass, or setting-change history

Questions for the provider

• What evidence supports the diagnosis?
• What measurements or tests were performed?
• Which exact part or setting is proposed, and why?
• What old/new setting values will be recorded?
• How will treated hardness and normal regeneration be validated afterward?
• What is the itemized cost, warranty, unresolved risk, and next due date?

Provider: __________________ Date: __________ Work order/quote: __________

Result: ☐ diagnosis pending ☐ repair proposed ☐ replacement comparison needed ☐ resolved and validated