Water equipment is easier to own when the important details are documented. Use this worksheet as a reference for your own records or as a checklist for what should appear in a customer portal.
01
Property information
Property address
Water source: municipal / private well / unknown
Utility/well information
Household size
Bathrooms / high-demand fixtures
Original water concerns
02
Installed system information
Equipment type
Manufacturer
Model
Serial number
Installation date
Installer/company
Control valve/model
Tank/media/resin information where applicable
Settings/programming notes
03
Consumables and maintenance
Filter cartridge models
RO membrane model
Salt type if applicable
Last service date
Next planned service date
Media replacement history
Sanitation/service notes
04
Warranty and documents
Manufacturer warranty
Workmanship warranty
Invoice/receipt
Installation photos
Water test reports
Manuals
Service history
Warranty claims/callbacks