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Water treatment checklists

Before you buy: get your Consumer Confidence Report or a state-certified lab test, write down your hardness number and any detections, and decide which certified standard you actually need. Before you hire: confirm the exact model and its NSF/ANSI certification in writing, get the total cash price, and confirm your three-business-day cancellation right if the sale happens in your home.

Pre-project. Pull your utility's Consumer Confidence Report — required annually by July 1 — or, on a well, book a state-certified lab test covering total coliform bacteria, nitrates, total dissolved solids and pH. Note your hardness in mg/L; USGS calls 121–180 hard and over 180 very hard. Photograph where the main enters the house, whether a drain and an outlet are nearby, and how much floor space exists. Those three photos change the quote.

Hiring. Ask for the model number and the certified standards and claims in writing. Ask whether replacement filters are a standard size. Ask for the cash price, separately from any monthly payment. Ask who pulls the permit if one is required — plumbing permit rules are set locally, so call your building department rather than trusting the salesperson's answer.

Maintenance. Keep the brine tank topped up; salt or potassium runs $50–$150 per year. Replace cartridges on schedule: carbon, sediment and iron cartridges are $15–$65, RO filters $30–$150 every 6–12 months, RO membranes $40–$250 every 2–3 years, UV lamps $20–$100. Budget $100–$300+ annually for service if you're not doing it yourself. Retest annually if you're on a well.

Safety. Salt bags are heavy and brine tanks are awkward in tight utility rooms — that's a genuine back-injury risk, not a formality. UV systems use lamps that should never be viewed while energized. And if a well test comes back positive for total coliform bacteria, contact your local health department; that is a public health matter, not a purchasing decision.

How to choose

Do the test before the first appointment
Walking into a sales visit already holding lab results changes the conversation more than any negotiating tactic.
Get three bids on one written specification
Same grain capacity, same certified claims, same scope. Otherwise you're comparing three different products.
Keep the cancellation window in your pocket
Under the FTC Cooling-Off Rule, in-home sales over $25 generally carry a three-business-day right to cancel and the seller must disclose it.
Log every filter change
A dated log on the tank is what makes a warranty claim survivable and tells the next owner the system was cared for.
Retest after any major change
New taste, new color, new smell, flooding, or nearby construction near a well — EPA advises testing immediately rather than waiting for the annual.
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All water treatment checklists

Water Treatment Pre-Project Checklist

Water Treatment Hiring Checklist

Water Treatment Maintenance Checklist

Water Treatment Safety Checklist

FAQ

Water Treatment checklists — common questions

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Your water test or CCR, photos of where the main enters, confirmation of a nearby drain and outlet, and a written list of the symptoms you want solved.
Salt or potassium refills at $50–$150 a year, periodic brine tank cleaning, and a check of the control valve. Professional maintenance service runs $100–$300+ per year.
The FTC Cooling-Off Rule generally gives you three business days to cancel a sale over $25 made at your home, and requires the seller to disclose that right. Read your specific contract and act inside the window.
Look up the exact model in a third-party certifier's listing. WQA's Gold Seal is the industry's oldest third-party program and certifies to NSF/ANSI standards; NSF publishes its own listings.
Sources

Where these figures come from

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