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Water softener estimator template

Salt-free, softener and softener-plus-filter prices sized to the household. Well water and homes without a softener loop are flagged for a visit, and the system is still priced.

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Try it as a customer would

Clear Spring Water Systems (sample business) Sample result: Replacing a softener for a household of 3 or 4 on city water, with a drain and outlet nearby Before tax
Salt-free conditioner $1,850 USD
System installed, sized for your household · $1,700 Remove and dispose of old softener · $150
Water softener $2,050 USD
System installed, sized for your household · $1,900 Remove and dispose of old softener · $150
Softener + whole-home filter $3,000 USD
System installed, sized for your household · $3,000 Remove and dispose of old softener · included

Fictional business and sample prices. Preliminary estimate based on the answers; final pricing follows an assessment.

Questions included

  1. Where does your water come from? City water · A private well “I don't know” → uses a stated assumption
  2. How many people live in your home? 1 or 2 · 3 or 4 · 5 or 6 · 7 or more
  3. Do you have a water softener now? Yes, replace it · No, this is our first
  4. Is there a softener loop where the water comes into your home? Yes · No “I don't know” → shows a price range
  5. Is there a floor drain and an outlet within about 10 feet of where it will go? Yes, both · No, one or both are farther “I don't know” → shows a price range
  6. Would you like a drinking water filter at the kitchen sink? Yes · No

Prices you supply

  • System installed, sized for your household Your installed price for each package
  • Remove and dispose of old softener A fixed extra when it applies; included in Softener + whole-home filter
  • New drain line and outlet A fixed extra when it applies
  • Reverse osmosis drinking water filter A fixed extra when it applies
  • Minimum job priceNo estimate shows less (sample: $800)
  • Assessment rule: Well water testWell water often has iron, sulfur or bacteria that need their own treatment. We'll test your water on a visit; any extra treatment is priced then.
  • Assessment rule: New water line connectionWithout a softener loop, connecting to your main water line is priced after a visit, because it depends on where the line comes in.

How the price is worked out

Each package has an installed price by household size. In the sample, a household of 3 or 4 is $1,700 (Salt-free conditioner), $1,900 (Water softener) or $3,000 (Softener + whole-home filter). Removing the old softener adds $150 to the first two; the third already includes it, so it shows as “Included”. That gives $1,850, $2,050 and $3,000 before tax.

When there's no floor drain and outlet within about 10 feet, a new drain line and outlet ($250) is added to the salt-based packages; salt-free conditioners need neither. A reverse osmosis drinking water filter at the kitchen sink adds $550. On well water, salt-free conditioners are ruled out and a water test is noted as priced after a visit. A first softener without a softener loop shows the system price, with the connection to the main water line priced after a visit.

What you can change

  • Installed prices by household size, for each package.
  • Removal, drain line and drinking water filter prices.
  • Package names, what each includes, and your warranty wording.
  • Your minimum job price and rounding.

What still needs your visit

Water hardness and quality, and where the main water line comes in. The estimate shows its assumptions and says the price is preliminary.

Putting it on your website

Build, test and publish your first estimator free, for as long as you like. Unlimited estimators are $35 a month in the US or $45 CAD in Canada (pricing). Add it to your website with a short embed code, or share a hosted link.

Use this template free

Used by: plumbers and water treatment companies.