FIELDFOLIO
Softener install
- Bypass loop
- Drain & brine line
- Programmed
- Salt added
- Hardness tested
- Customer trained
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick water Treatment as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Reverse osmosis install
- Faucet mounted
- Unit set
- Drain saddle
- Tank connected
- Flushed
- TDS tested
Whole-house filter / well treatment
- Water tested
- Unit installed
- Bypass set
- Flushed
- Retested
- Customer trained
UV system install
- Unit mounted
- Lamp & sleeve
- Power
- Flushed
- Tested
- Lamp date noted
Replace / 1-for-1 swap
Softener / filter service
- Bypass set
- Media / salt
- Connections tight
- Flush / startup
- Hardness checked
- Customer trained
Filter / membrane replace
- System off
- Old cartridges out
- New cartridges in
- Flushed
- Tested
- Next date
Repair / service call
Softener not working
- Settings checked
- Brine / valve checked
- Cause fixed
- Regenerated
- Hardness tested
- Customer briefed
Leak / low pressure at system
- Leak found
- Fittings / O-rings
- Pressure checked
- No leaks
- Tested
- Customer briefed
Renovation / remodel
Full water treatment upgrade
- Water tested
- Plan chosen
- Old equipment removed
- New equipment installed
- Tested
- Customer trained
Inspect / maintain
Water test
- Sample taken
- Hardness / iron / TDS
- Bacteria (if)
- Results recorded
- Explained
- Recommendations
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms and Conditions.