Maintenance intervals depend on the exact equipment, feed water and manufacturer guidance. This checklist is designed to help homeowners keep the important information in one place rather than prescribe a universal replacement schedule.
01
Monthly visual check
Look for leaks, standing water or unusual moisture around equipment.
Check the brine tank salt level if a salt-based softener is installed.
Confirm the control valve/display is operating normally.
Look for damaged tubing, loose fittings or unusual noises.
Note any sudden return of scale, spotting, taste or odor issues.
02
At each filter change
Record the date and exact cartridge/model installed.
Inspect housings, O-rings and seals.
Sanitize components when required by the manufacturer.
Check for pressure/flow changes before and after service.
Keep receipts or service documentation with the system record.
03
At annual review
Review system settings and actual household demand.
Confirm warranty/contact information is current.
Review serial numbers and installed-system records.
Inspect drain, bypass and accessible plumbing connections.
Review upcoming filter, membrane or media needs.
Compare current symptoms with the original treatment goals.
04
After any repair or callback
Document the symptom and root cause.
Record parts replaced and labor performed.
Take before/after photos when useful.
Record new settings or programming changes.
Set the next follow-up date so the same issue can be tracked.