Spartan Plumbing
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Installation Procedures~9 min

Water Treatment System Installation

Purpose

Installation procedures for water treatment systems by install crews.

When to Use

  • Scheduled water treatment installation (softener, RO, whole-house filter)

Softener Installation

  • Select location: near main water entry, drain access, power outlet nearby
  • Install bypass valve assembly on main line
  • Connect inlet and outlet — verify correct flow direction
  • Connect drain line to approved drain point (not on floor or into sump pit unless approved)
  • Connect brine tank overflow to drain
  • Program control valve: hardness setting, regeneration time, schedule
  • Add salt to brine tank
  • Run manual regeneration cycle
  • Test hardness before and after to verify operation
  • Customer education: how to add salt, check system, when to call for service
  • RO Installation

  • Install under kitchen sink
  • Connect cold supply with tee fitting (preferred over saddle valve)
  • Install RO faucet (may require drilling sink)
  • Connect drain line before P-trap
  • Connect storage tank
  • Install all filter stages per manufacturer diagram
  • Flush system per manufacturer instructions
  • Test TDS before and after
  • Important Notes

    • Water quality testing before and after demonstrates value
    • Follow manufacturer specs exactly — warranty depends on proper installation
    • When adding softener to installer's workflow, ensure preset is updated in ServiceTitan
    • Document installation with photos, register warranty
    • Recommend maintenance plan to every treatment system customer

    Related SOPs

    • Water Treatment System Diagnostics — troubleshooting
    • Water Treatment Install (Service) — service tech installation procedure
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