Free template
Water treatment estimate and invoice templates
Water treatment is quoted as installed equipment plus an optional service plan; rentals bill monthly. These spreadsheets come set up for that, with working totals, tax and deposit, and an example whole-home water softener and ro system to start from.
Free, no sign-up. Works in Excel, Google Sheets and Apple Numbers.
What's in the template
The example line items for a whole-home water softener and ro system. Prices are illustrative only; replace them with your own.
| Item | Qty | Unit | Unit price | Taxable | Line total |
|---|---|---|---|---|---|
| Water softener, 48,000 grainMetered valve, brine tank | 1 | ea | $1,650.00 | Y | $1,650.00 |
| Reverse osmosis drinking systemUnder-sink, dedicated faucet | 1 | ea | $650.00 | Y | $650.00 |
| InstallationBypass loop, drain and electrical connection | 1 | job | $550.00 | N | $550.00 |
| Water testHardness, iron, pH, TDS on site | 1 | ea | $0.00 | N | $0.00 |
| Salt, initial fill40 lb bags | 4 | bag | $8.00 | Y | $32.00 |
| Annual service planSanitize, filter change, valve check | 1 | yr | $189.00 | N | $189.00 |
| Subtotal (before tax) | $3,071.00 | ||||
| Deposit (25%) | $767.75 | ||||
| Balance | $2,303.25 | ||||
The spreadsheet adds sales tax on lines marked Y once you enter your rate, and has spare rows for more items.
How to use it
- 1Download the template. Download the water treatment estimate or invoice (.xlsx). It opens in Excel, Google Sheets and Apple Numbers.
- 2Add your company and customer. Fill in the shaded company, customer and service-address cells, and set the document number and date.
- 3Replace the example lines. The example is a whole-home water softener and ro system. Water treatment is quoted as installed equipment plus an optional service plan; rentals bill monthly. Change the items, quantities and unit prices to your own; line totals and the subtotal update automatically.
- 4Set tax and deposit. Mark each line taxable (Y) or not (N), enter your sales tax rate, and set the deposit percent (the example uses 25%).
- 5Review terms and send. Edit the terms to match your policies, save a copy for the customer, and export to PDF to send.
Tips for water treatment estimates
- Put the water test results in the job title or description; they justify the system size.
- List the free water test as a $0 line so the customer sees what they got.
- Offer a rental option on a second sheet with a monthly unit.
Water treatment terms included
- Equipment is sized from the water test shown; results are attached.
- Plumbing code may require an air gap and drain connection, included where listed.
Plus standard validity and payment terms. Edit all of them to match your policies and local law.
FAQ
Water treatment template questions
Have a question we didn't cover? Book a demo and ask a product specialist.
How do I quote rental vs. purchase?
Make two copies: one with the purchase price, one with a monthly rental line and an install fee. Customers compare them easily.
Should the service plan be on the invoice?
Bill it on its own invoice when it renews so the install invoice stays clean.
Do the formulas work in Google Sheets?
Yes. The line totals, subtotal, taxable amount, tax, deposit and balance use standard functions (SUM, SUMIF, ROUND, IF) that work in Excel, Google Sheets and Numbers.
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