The goal is not to make a sales appointment adversarial. It is to make sure the proposal is specific enough that you know what you are buying, why it is being recommended, and what ownership looks like after installation.
01
About the recommendation
What specific problem is each piece of equipment intended to address?
What information or testing did you use to make this recommendation?
Is this recommendation different for city water versus a private well?
What alternatives did you consider and why did you choose this configuration?
What would make you change the recommendation?
02
About the equipment
What is the exact model number?
What control valve or primary components are used?
What is the intended service flow/capacity for this configuration?
Which performance or certification claims apply to this exact model?
Are replacement parts and consumables readily available?
03
About installation
Who performs the plumbing work?
What is included in the installed price?
Does my home already have an appropriate loop, drain and power arrangement?
What site conditions could increase the price?
How are change orders approved before extra work is performed?
04
About warranty and maintenance
What is manufacturer warranty versus workmanship warranty?
Who handles a warranty claim?
What maintenance is required to keep coverage valid?
What filters/media/membranes will I buy and how often?
What is a realistic annual maintenance cost?
05
About price and ownership
Is the quote all-in or are there expected add-ons?
Is a deposit required?
When is the balance due?
Are financing terms coming from a third-party provider?
What happens if I sell the home or need service later?