Mark the proposed layout
Show tank, brine container, bypass and cartridge access before approving the location. Ask whether future component replacement will require moving unrelated equipment. Photos and rough dimensions help the installer plan a site visit but do not replace a physical assessment.
Separate maintenance flows
Ask where regeneration, backwash and overflow water will go and have the provider confirm compliant site-specific arrangements. These lines serve different roles. For a well system, supply during maintenance cycles can constrain the design.
Keep the emergency instructions
Request clear identification of the bypass and isolation points plus manufacturer operating guidance. The owner should know whom to contact for a leak or service issue. Do not improvise cross-connections or drain arrangements to fit a location that was never included in the quoted scope.
House, additional buildings and private-well boundaries
For a Wellington request, identify the supply serving each building before discussing equipment. A household connected to municipal water differs from a house on a private well, and a barn or irrigation line may be a separate scope. List the affected outlets and the demand the proposal is expected to serve. Do not apply a domestic equipment recommendation to animal-care or other specialist uses without the relevant professional guidance. A written line map helps the provider assess the correct project.