Well Pump Service Report Checklist

Document no-water and low-pressure calls with well identity, pressure and flow tests, electrical safety, tank findings, repair approval, and water testing.

Article

A rural restaurant calls at 6:20 a.m. The kitchen has no water, the owner hears a click near the pressure tank, and yesterday's closing crew mentioned that the faucets had been surging.

The closed service ticket says:

No water. Reset switch. Replaced control. Working now.

That note leaves almost every expensive question unanswered:

  • What service connections, buildings, people, and operating days did the well serve, and could those facts trigger public-water-system rules?
  • Did the pump have power, and who performed the electrical testing?
  • What were the pressure, flow, tank, water-level, and motor observations before the repair?
  • Was the failed part actually identified, or did the technician replace the first suspicious component?
  • Did the system lose pressure in a way that created a water-quality concern?
  • Was stable service restored under a real demand, or did water merely reach one faucet for thirty seconds?
  • What did the customer approve, what remains unresolved, and when should the next test happen?

A useful well pump service report is not a page of disconnected readings. It is a traceable story:

  1. the work request intake preserves the customer's symptom and operating context;
  2. the site assessment identifies the well, pressure system, treatment equipment, electrical boundary, and access;
  3. the plumbing work order defines the authorized diagnostic scope and spending limit;
  4. the technician records safe, repeatable evidence in a plumbing inspection report;
  5. the customer approves a repair, replacement quote, or next diagnostic step in writing; and
  6. the final service report states exactly what was restored, what was tested, what remains pending, and the documented water-use or testing status at handoff.

The goal is not to make every technician reach the same diagnosis from one number. The goal is to make the evidence strong enough that the next technician, customer, health department, electrician, or pump supplier can understand how the conclusion was reached.

Write the symptom before anyone names the cause

“Bad pump” is not an intake description.

Record the customer's own words, the time pattern, the affected outlets, and the event that came before the change. Those details keep dispatch from turning an unverified guess into a promised repair.

Customer reportQuestions to capture before dispatchDo not assume yet
No water anywhereWhen did it stop? Was there an outage, storm, freeze, repair, breaker trip, unusual noise, or loss of pressure first? Does any non-well supply exist?A dry well, failed pump, failed pressure switch, frozen pipe, closed valve, power failure, or broken underground line.
Low pressure everywhereIs it constant or only during high demand? Which fixtures or buildings are affected? Does the gauge move? Has treatment equipment been bypassed or serviced?An undersized pump. A clogged filter, tank problem, leak, low-yield well, failing control, or distribution restriction can look similar at the faucet.
Pressure surgesHow often does the pump start? Does the gauge swing quickly? Did the condition begin after tank, switch, filter, or plumbing work?A failed tank until its condition and the rest of the system are tested.
Pump runs continuouslyIs water being used? Is water surfacing outdoors? Is pressure rising, flat, or falling? Is the system protecting itself from low water?That the pump alone is defective. A leak, low well yield, worn pump, blocked line, open hydrant, control issue, or incorrect setting may be involved.
Breaker or overload tripsWhat resets it, how soon does it trip, and has anyone repeatedly reset it? Is there storm, flood, wiring, motor, or generator context?Permission to keep resetting it. Stop until a qualified person determines that the circuit and equipment can be safely re-energized.
Air, sediment, odor, or color changedDid the system lose pressure, run out of water, flood, undergo repair, or sit unused? Is the change at every outlet?That a mechanical repair alone makes the water safe to drink.
Water disappears at predictable timesWhat other loads run then—irrigation, livestock, laundry, commercial equipment, multiple buildings, or neighboring shared use?A single failed component. Demand, storage, well recovery, leaks, and pump capacity have to be separated.

The intake should also identify who can authorize diagnosis, temporary restoration, additional labor, excavation, pump pulling, electrical work, treatment bypass, water testing, and after-hours charges. If the caller is a tenant, employee, property manager, caretaker, or restaurant shift lead, “someone on site said yes” may not be enough.

Keep those records separate. A general service work order tells the field crew what is approved now; the service report tells the customer what actually happened.

Classify the water system before treating it as a private-well call

A privately owned well can still supply a public water system under federal drinking-water rules.

The EPA's current public-water-system overview says a public water system supplies water for human consumption through pipes or other constructed conveyances to at least 15 service connections or serves an average of at least 25 people for at least 60 days a year. A system can be publicly or privately owned. EPA gives schools, factories, office buildings, hospitals, gas stations, and campgrounds as examples of noncommunity systems.

That matters on a rural service call. A restaurant, workplace, church, childcare property, seasonal venue, campground, mobile-home property, or cluster of buildings may have an operator, sampling schedule, regulator, notification procedure, or approved-equipment requirement that does not apply to one household well.

Put this classification block near the top of the report:

Classification questionService-report field
What does the well serve?Residence, farm, irrigation, livestock, food service, workplace, rental units, public use, fire protection, process use, or a defined combination.
How many service connections, buildings, or separately supplied units?List each known connection and supplied structure, including shared lines; do not treat a building count as a connection count.
On operating days, what is the average number of people served, and how many days does the system operate each year?Record the customer's factual answer; do not decide regulatory status from a guess.
Who operates or monitors the system?Owner, certified operator, facilities contact, property manager, health department, state drinking-water program, or other responsible party.
Is there a system or permit ID?Preserve the exact identifier, sampling record, well log, or agency contact.
What can this technician authorize?Mechanical diagnosis only, emergency restoration, sampling, disinfection, regulated-system work, or another written boundary.

If the facts suggest the system may be regulated, pause before bypassing treatment, changing settings, disinfecting, returning water to service, or assuring occupants that it is potable. Coordinate with the responsible operator and the applicable state, tribal, or local drinking-water program.

EPA's public-water-system rules do not apply to a privately owned household well that does not meet the federal definition of a public water system. State and local well construction, pump installation, repair, disinfection, sampling, and contractor rules still may.

Licensing is a state-specific check, not a line to copy from a national article. For example:

Those are examples, not a fifty-state rule. The work order should record the jurisdiction checked, the credential required, the responsible license or registration number, and any report the customer or agency must receive.

Identify the system before taking readings

Many “mystery” well calls are really missing-record calls.

The pressure switch cover has one setting scribbled inside. The tank label faces the wall. No one knows whether the submersible pump is ten or twenty years old. The well completion report is in a closing folder, the treatment equipment was added later, and the standby generator installer never received the pump data.

Start the inspection report with an asset map.

Well and source

Record:

  • service address and exact well location;
  • well or state record number;
  • well use and buildings served;
  • construction date if known;
  • driller and original contractor if known;
  • well type, casing material and diameter, cap or seal type, and visible condition;
  • total depth, static water level, tested yield, geology, and screen or open-hole information from the available completion log;
  • pump installation depth and the datum used for every depth;
  • shared-well, easement, access, or ownership notes; and
  • nearby flood, grading, septic, fuel, chemical, agricultural, construction, or drought context relevant to the call.

Do not turn an old completion report into a current measurement. Label source records by date and owner. “Static water level: 42 ft on 2011 completion report” is different from “static water level measured today after the documented rest period.”

Pump and controls

Capture:

  • pump type: submersible, jet, booster, line-shaft, or another identified configuration;
  • manufacturer, exact model, serial number, horsepower, voltage, phase, service factor, and nameplate current when readable;
  • pump set depth from a reliable record;
  • rated capacity and the head or installation condition attached to that rating;
  • drop pipe, wire, check valve, pitless adapter, and control-box information when known;
  • pressure switch or variable-speed controller make, model, settings, alarms, and status;
  • low-water, overload, surge, phase, or other protective devices;
  • disconnect, breaker, control panel, generator, transfer equipment, and other power sources; and
  • prior repair dates, installed parts, warranty, and repeated-failure history.

New York's current Water Well Completion Report is a useful example of durable source fields: pump type, make, model—or horsepower if the model is unavailable—maximum capacity at the installed depth in gallons per minute, pump installation level, contractor identity, and certified installer. Your state may require different fields, but a service report becomes much stronger when it preserves the same asset identity.

Pressure, storage, treatment, and distribution

Record:

  • pressure-tank manufacturer, model, serial number, tank type, nominal volume, and stated drawdown data;
  • pressure switch or controller setpoints as found;
  • gauge location, range, condition, and test-gauge ID if a separate gauge is used;
  • relief device and isolation-valve locations;
  • storage or atmospheric tanks, booster pumps, level controls, and alarms;
  • filters, softeners, neutralizers, ultraviolet units, reverse-osmosis equipment, chlorination, or other treatment in flow order;
  • outside hydrants, irrigation branches, livestock lines, accessory buildings, rental units, or commercial loads; and
  • known underground line routes, repaired leaks, and inaccessible sections.

The Minnesota Department of Health's Well Owner's Handbook explains why the pressure tank belongs in this asset map: it stores water under pressure, reduces pump starts and stops, and supplies reserve water during demand. It also distinguishes the tank's usable drawdown from the tank's total volume.

That last distinction prevents a common report error. A “44-gallon tank” does not necessarily deliver 44 gallons between pump cycles. Record the manufacturer's actual drawdown table for the installed model and settings.

Set the safety boundary before testing

Well systems combine electricity, water, pressure, stored energy, lifting, underground infrastructure, treatment chemicals, and sometimes pits or vaults. A service report should show that the technician recognized those boundaries without becoming a do-it-yourself repair guide.

Use a short safety block:

  • work classification and applicable employer procedure;
  • technician qualifications and license scope;
  • every electrical source identified, including generator, solar, battery, control, and possible backfeed;
  • disconnect and lockout/tagout point;
  • verification instrument ID, rating, condition check, and de-energized result;
  • pressure relieved and verified before opening a pressurized component;
  • wet or flooded electrical condition;
  • pit, vault, confined-space, fall, lifting, traffic, chemical, biological, or weather hazard;
  • controls applied and work deferred or referred; and
  • safe customer condition while the system remains out of service.

For employers and work covered by federal OSHA's general-industry rules, 29 CFR 1910.333 requires live parts to be de-energized before covered work unless the employer can demonstrate a permitted exception. It also requires lockout/tagout steps and qualified-person verification before exposed electrical parts are treated as de-energized. 29 CFR 1910.334 reserves testing work on electric circuits or equipment to qualified persons and requires test instruments and accessories to be inspected, properly rated, and designed for the environment in which they will be used. For covered construction work, 29 CFR 1926.416 requires protection from circuits that could be contacted and identification of relevant energized circuits before work begins. OSHA-approved State Plans must be at least as effective as federal OSHA and may have different or additional requirements, so identify the program that governs the crew and task.

The report should not say only “power off.” It should identify the isolation point, verification, person, time, and status. A control switch, pressure switch, float, or thermostat is not automatically the energy-isolating device.

If a generator is present, record whether it was supplying the site, the transfer state, and the transfer or isolation arrangement used to prevent backfeed. The generator and transfer-switch quote workflow explains why pump identity, starting demand, and the transfer path must be verified before a quote states that the proposed system is designed to back up that load.

For testing covered by OSHA's general-industry rule, only a qualified person may perform the electrical test. Energized testing must also satisfy the applicable de-energization exception and protective-work-practice requirements. Record test-equipment category and rating, test point, operating condition, measured value, expected basis, and interpretation. Do not ask an unqualified helper to hold probes near wet equipment so the service ticket can contain a voltage number.

Also stop and reassess when:

  • a well pit or vault may meet confined-space requirements;
  • floodwater, fire damage, melted plastic, wet wiring, or sewage may be present;
  • a pressure vessel is corroded, leaking, unsupported, or cannot be isolated safely;
  • a pump, drop pipe, or cable must be lifted without the correct equipment and controlled work area;
  • the well cap, seal, casing, or sanitary protection would be opened outside the technician's authorized scope; or
  • the job has moved from service diagnosis into excavation, electrical alteration, well construction, or regulated-system work.

A job hazard analysis is useful when the diagnostic visit crosses those boundaries. “Customer needs water today” does not turn an unsafe test into an approved test.

Make every measurement reproducible

A loose number is not evidence.

“Pressure 40,” “flow good,” “amps okay,” and “well low” cannot be compared at the next visit because the report omits the instrument, location, demand, elapsed time, and source.

For every material reading, capture:

FieldWhat to record
MeasurementPressure, flow, voltage, current, resistance, water level, tank precharge, run time, recovery time, temperature, or another named value.
Unitspsi, gpm, volts, amps, ohms, feet below a stated datum, seconds, minutes, or the correct unit.
InstrumentManufacturer, model, ID, range, rating, and calibration or functional-check status where applicable.
LocationTank tee, pressure switch, hose bib before treatment, fixture after treatment, well casing datum, control panel, pump leads, or another exact point.
System stateDe-energized, energized diagnostic test by a qualified person, no demand, one defined outlet open, controlled flow, treatment in service, treatment bypassed, generator supply, or utility supply.
Time basisBefore startup, at pump start, after a stated run period, at stabilized flow, at pump stop, or after a stated recovery period.
ReferenceNameplate, completion log, manufacturer curve, controller history, prior report, applicable instruction, or customer statement.
ResultMeasured value plus an observation: stable, fluctuating, outside the referenced range, test incomplete, or inconclusive.

If the instrument, point, or operating condition changes, start a new line. Do not average unlike readings into one clean-looking number.

Pressure and cycling

Record at least:

  • pressure before demand;
  • observed pressure at pump start;
  • pressure during a defined flow;
  • observed pressure at pump stop;
  • time from pump start to stop under the test condition;
  • time and measured water volume between stop and the next start under a controlled draw;
  • pressure stability after demand stops;
  • rapid cycling, delayed start, chatter, overshoot, or failure to reach stop pressure; and
  • gauge disagreement when the installed gauge and test gauge do not match.

Call the start and stop pressures “observed” until they are confirmed against the control's actual settings and instructions. Do not quietly adjust a switch to a familiar pair of numbers and report that those were the as-found settings.

Flow and demand

State how flow was measured. For a timed-volume field check:

Flow in gallons per minute = measured gallons × 60 ÷ elapsed seconds.

Then record the container or meter, exact outlet, upstream and downstream treatment state, pressure during the test, test duration, other known demands, and whether flow remained stable.

A five-gallon bucket result at an outside faucet is not automatically the well yield, pump capacity, whole-building peak flow, or sustainable commercial supply. It is a flow observation at one point under one condition.

If a contractor performs a more complete well or pump performance test within licensed scope, record:

  • rest period and static water-level datum;
  • pumping rate and how it was held or measured;
  • pumping water level at defined intervals;
  • maximum observed water-level drawdown;
  • test duration;
  • pressure and flow stability;
  • discharge location and whether recirculation was prevented;
  • recovery measurements after pumping stops; and
  • the limit of the conclusion.

Keep “pressure-tank drawdown” and “well water-level drawdown” separate. The first is usable water delivered between tank-cycle pressures. The second is the change between static and pumping water level. They share a word but answer different questions.

The National Ground Water Association's Wellowner annual-inspection guidance describes a professional checkup that includes system output, water level before and during pumping where possible, motor performance, grounding and line voltage, pressure tank and switch condition, sanitary equipment condition, and water testing. That is a useful inspection framework. The technician still needs the exact equipment instructions, applicable law, and conditions at this job.

Give the pressure tank its own findings block

Short cycling often sends the technician straight to the tank. The tank may be the cause, part of the cause, or merely the easiest component to see.

Build a separate tank record:

Tank fieldReport entry
IdentityManufacturer, model, serial, type, nominal volume, age or install date, and orientation.
InstallationSupport, accessibility, isolation, fittings, tank tee, gauge, switch, relief device, corrosion, leaks, and environmental condition.
As-found operationObserved cut-in/cut-out pressures, cycle time, controlled draw volume, sound or movement, and pressure stability.
Precharge evidenceMeasurement, instrument, water-side condition, procedure source, and specified target for the exact tank/control arrangement.
ResultWithin the applicable manufacturer's instruction, adjustment authorized, bladder or diaphragm failure suspected or confirmed, waterlogged condition, leak, undersized application, inconclusive, or another bounded finding.
ActionAdjusted, repaired, replaced, deferred, monitored, referred, or quoted separately.
As-left verificationFinal settings, cycle result, leak check, draw result, labels, photos, and customer notice.

A precharge reading is meaningful only under the condition specified by the tank manufacturer. For example, Pentair's Pro-Source pressure-tank manual instructs users to check and set precharge with no water in the tank. The report should state the isolated condition and the exact procedure used for the installed model. It should also state whether the technician merely observed a problem or had authority to depressurize, adjust, or replace the vessel.

Do not use the tank's nominal shell size as proof that it is correctly sized. Compare usable drawdown at the actual settings, pump run-time requirements, pump capacity, controller type, demand pattern, available space, and manufacturer guidance.

If the system uses a variable-speed controller with a small pressure tank, do not judge it by a conventional fixed-speed cycle rule without checking the controller and pump instructions. Record the control mode, target pressure, ramping behavior, minimum speed, alarms, and required tank arrangement.

Work through five diagnostic paths

A good report makes the first unsupported leap difficult.

Work through five paths and close each with evidence, not intuition.

1. Supply power and control

Possible findings include:

  • utility or generator supply unavailable;
  • disconnect open;
  • breaker or fuse operated;
  • control power absent;
  • pressure switch, relay, contactor, controller, sensor, overload, capacitor, or control box condition;
  • damaged conductor, splice, connection, conduit, or grounding path;
  • voltage outside the equipment's referenced condition;
  • current inconsistent with nameplate or test basis;
  • repeated trip that requires further motor, cable, pump, or supply evaluation; or
  • safe electrical diagnosis not possible within the technician's qualifications or site condition.

The report should distinguish:

Breaker found tripped; customer reported two prior resets.

from:

Pump motor failed.

The first is an observed condition. The second needs evidence.

2. Pressure storage and control response

Possible findings include:

  • tank precharge or diaphragm condition;
  • pressure switch sensing-port blockage or mechanical condition;
  • installed gauge error;
  • control setpoint or sensor issue;
  • inadequate usable drawdown;
  • leak or demand causing unexpected cycling;
  • variable-speed controller behavior; or
  • pressure relief or isolation problem.

Record the before-and-after cycle. “Adjusted switch” is not a complete repair note.

3. Building plumbing, treatment, or underground distribution

Possible findings include:

  • closed or partly closed valve;
  • plugged cartridge, fouled treatment equipment, failed bypass, frozen line, or restriction;
  • leaking hydrant, livestock line, irrigation branch, toilet, relief discharge, underground line, or accessory building;
  • pressure loss only downstream of treatment;
  • adequate pressure at tank but poor flow at fixtures;
  • shared-system demand; or
  • pressure-side leak that prevents the control from reaching its stop condition.

If testing requires bypassing treatment, record authorization, water-quality implications, as-left valve position, and whether untreated water reached the building. The water-treatment proposal workflow explains why pump condition, source-water evidence, and treatment performance should remain separate records.

4. Pump, drop assembly, and well performance

Possible findings include:

  • pump wear or damage;
  • failed or leaking check valve;
  • drop-pipe, fitting, pitless-adapter, or underground-line leak;
  • pump set above a changed pumping water level;
  • sediment, scale, biofouling, screen, casing, or intake condition;
  • reduced well recovery or seasonal groundwater change;
  • pump selection that does not match the actual head and demand;
  • dry-run protection operation; or
  • incomplete evidence because water-level, pulling, camera, or specialist work was not authorized.

Oregon's current dry-well guidance warns against treating every no-water condition as a permanently dry well. It directs owners to a licensed pump installer or well driller who can evaluate water level, pump placement, well structure, and maintenance-related causes.

Write:

No flow at test point. Supply voltage was available under the qualified test described above. Controller recorded a low-water condition. Pumping water level was not measured during this visit. Cause remains unconfirmed; quote water-level assessment and pump/well evaluation.

Do not write:

Well is dry. Needs new well.

unless the scope and evidence actually support that conclusion.

5. Water quality and sanitary condition

Possible concerns include:

  • loss of system pressure;
  • well cap, seal, casing, vent, conduit, pitless adapter, or surrounding grade concern;
  • recent flood, wildfire, excavation, land disturbance, septic failure, or nearby spill;
  • well, pump, drop pipe, or waterline opened or repaired;
  • new sediment, color, odor, taste, turbidity, or air;
  • treatment left bypassed or out of service;
  • positive or missing laboratory result; or
  • regulated-system sampling or notification requirement.

A service technician can record the condition, collect a sample when trained and authorized, and follow the applicable protocol. A mechanical service report is not a laboratory certificate and should not state “water safe” from appearance, odor, a quick field strip, or restored pressure.

Treat water-quality clearance as a separate outcome

EPA's private-well guidance recommends annual testing for total coliform bacteria, nitrates, total dissolved solids, and pH, as well as prompt testing after a well-system component is repaired or replaced, after significant nearby changes such as flooding or construction, and when odor, color, or taste changes.

The CDC's current well-testing guidance likewise recommends at least annual testing for those four indicators, locally relevant additional tests, and a state-certified laboratory. CDC specifically lists replacement or repair of any well-system part as a reason to test.

Translate that into report statuses:

StatusCustomer-facing wording
Diagnostic visit only; no well-system part repaired or replaced, no water-bearing component opened, and no water-quality concern identified during the documented scope“The recorded mechanical checks did not include a repair, replacement, or laboratory water-quality certification. Continue the property's normal testing schedule and follow any applicable local requirements.”
Any well-system part repaired or replaced, or any water-bearing component opened“Mechanical service restored. EPA and CDC recommend post-service testing after a well-system repair or replacement. Record the certified laboratory, plus any disinfection, sampling, water-use restriction, and clearance required by the applicable state or local program.”
Loss of pressure, flood, fire, damaged sanitary components, or changed water“Do not represent the water as safe from this service result. Follow the listed health-department or drinking-water-program instruction and use the stated alternative-water precaution until clearance.”
Sample collected“Sample ID, point, date/time, collector, condition, laboratory, chain of custody, requested analytes, and expected result date: [details]. No result was available at departure.”
Positive or concerning result reported“Customer referred to [health/environmental authority or responsible operator]; interim instruction recorded exactly as issued. Treatment or disinfection is a separate approved scope.”
Regulated system“Mechanical status communicated to the named operator. Return-to-service, sampling, notification, and reporting controlled by the operator and applicable program.”

In its wildfire guidance, CDC says not to drink water from a well that lost pressure—or water that looks or smells different after the fire—until it has been tested. CDC also directs owners with damaged wiring or well components to a licensed well contractor, electrician, or power company. Flood, fire, and contamination responses should follow current local public-health direction; do not improvise a universal clearance rule.

If disinfection is part of the approved job, record:

  • authority, standard, or manufacturer procedure followed;
  • well dimensions and system volume basis;
  • product and concentration;
  • amount used and calculation;
  • treatment equipment protected, bypassed, or serviced;
  • contact period;
  • flushing path and discharge precautions;
  • final field observations;
  • sampling wait period and exact local instruction;
  • sample IDs and laboratory; and
  • customer water-use restriction until results or authority clearance.

Do not hide disinfection inside “sanitized system.” That phrase cannot be audited.

Separate diagnosis, temporary restoration, repair, and replacement

The customer may approve a diagnostic visit without approving a pump pull. The technician may restore pressure temporarily without proving that the well can meet sustained demand. A new control may get water moving while a failing pump, leaking line, or low-yield condition remains.

Use four decision boxes:

  1. Diagnostic scope completed — tests performed, limitations, finding, and confidence.
  2. Temporary restoration — exact temporary action, known risk, monitoring instruction, expiration or return trigger, and prohibited use.
  3. Repair authorization — labor, parts, settings, test, price or cap, warranty, and customer approval.
  4. Replacement or further investigation — pump pull, excavation, well camera, yield test, storage design, electrical correction, treatment work, or new-well evaluation under a separate quote estimate or proposal.

Common change triggers include:

  • pump cannot be identified or removed as assumed;
  • corroded, collapsed, stuck, or unsafe drop assembly;
  • damaged casing, pitless adapter, seal, or underground line;
  • wire size, splice, control, grounding, or service condition outside the approved pump scope;
  • well depth, pump set depth, water level, or yield differs from available records;
  • regulated-system or permit requirement appears;
  • contamination, disinfection, sampling, or treatment work is required;
  • excavation, lifting equipment, access restoration, landscaping, or traffic control is needed;
  • replacement part is obsolete or incompatible;
  • shared-well owner or easement approval is missing; or
  • customer demand exceeds the existing well, pump, tank, storage, or distribution design.

Use a signed change order before crossing the approved scope. The hidden-conditions workflow is especially relevant when the pump, drop pipe, cable, casing, or buried connection cannot be inspected until work begins.

Make every installed part traceable

“Replaced switch and tank” will be nearly useless on the next callback.

For every installed part, record:

  • part function;
  • manufacturer;
  • exact model and part number;
  • serial or lot number when relevant;
  • rating, capacity, material, size, voltage, phase, horsepower, pressure, temperature, or other matching characteristic;
  • source or supplier and purchase record;
  • why it was selected;
  • compatibility basis;
  • setting or configuration;
  • related consumable, fitting, connector, wire, protection, or accessory;
  • removed-part condition and customer disposition;
  • manufacturer warranty and contractor workmanship boundary; and
  • photo of the label before it becomes inaccessible.

For a pump replacement, preserve the old and new pump identity, set depth, wire and drop-pipe condition, control arrangement, check valves, well observations, measured static and pumping levels if obtained, test basis, and final operating result.

For a pressure tank, preserve nominal volume and usable drawdown basis, system settings, precharge procedure and result, relief and support condition, and cycle verification.

For a control or electrical component, preserve the electrical qualification boundary, nameplate match, protective settings, alarms, qualified test results, and referral for any premises-wiring work outside scope.

The invoice can summarize the commercial transaction; the service report should remain the technical source record. Keep supplier invoices, receipts, warranty documents, and other supporting records under the same job number so they stay connected to the equipment and work they document.

Test the restored system, not just one faucet

“Water is back” is the beginning of closeout.

The as-left section should state:

  • installed components and final configuration;
  • final pressure-control settings;
  • final tank precharge basis and cycle result;
  • test outlet, flow, pressure, duration, and demand condition;
  • voltage, current, controller, and protective-device result recorded by the qualified person where applicable;
  • leak check at accessible work;
  • treatment equipment and bypass positions;
  • outside, irrigation, livestock, shared, or accessory-building branches restored or intentionally isolated;
  • alarm and low-water protection status;
  • generator or alternate-power status if tested;
  • water appearance and any water-quality concern;
  • disinfection, flushing, sample, result, or water-use restriction status;
  • limitations and untested sections;
  • photos and instrument records;
  • customer demonstration and questions;
  • parts, manuals, warranty, removed equipment, and keys handed over;
  • next service, sample, monitoring, or return date; and
  • customer acknowledgment of restored service and unresolved items.

Use a completion sign-off only for the scope that is actually complete. Do not let a signature convert “sample pending,” “temporary control,” “pump performance not tested,” or “underground leak not located” into an unconditional final result.

Follow the work-order photo workflow for labels, as-found conditions, safety boundaries, disappearing work, final settings, leaks, wellhead condition, treatment positions, and as-left status. Photograph the evidence—not private living areas, personal records, access codes, or unrelated customer property.

A service-report example that survives the callback

Here is the difference between a parts note and a useful record.

Weak

Low pressure. Bad tank. Installed 44-gallon tank and adjusted switch. Tested good.

Field-ready

Reported condition: Customer reported pressure surging at all occupied-building fixtures for approximately two weeks and no water for about three minutes during morning demand. No recent flood, well opening, or water appearance change reported. Residence and detached workshop served by one private well; regulatory classification not independently verified.

System identity: Submersible pump; original completion log dated [date] lists pump model [model], set depth [depth and datum], and tested yield [value and test date]. Existing diaphragm tank [manufacturer/model/serial], nominal volume [value]; fixed pressure switch [model]. Water softener and cartridge filter downstream.

Safety and test condition: Qualified technician identified utility supply and generator transfer source, isolated the pump circuit under company procedure [ID], and verified the documented condition with tester [ID/rating/check]. Water pressure was relieved before tank precharge evaluation. No pit entry.

As-found evidence: Installed gauge differed from test gauge by [value]. Pump started at [pressure] and stopped at [pressure]. Controlled draw from [location] delivered [gallons] before restart. Tank precharge measured [value] under [isolated condition and manufacturer procedure]. Tank failed [specific test/observation]; no external leak observed. Voltage/current and motor interpretation recorded in attached qualified electrical test. Flow after treatment at [defined condition] was [value]; no sustained well-yield test performed.

Authorization and work: Customer approved tank replacement up to $[amount] by [method/time/person]. Installed [exact tank model/serial] selected from manufacturer drawdown data for the recorded pump/control arrangement. Replaced [fittings/relief/gauge as applicable]. Existing pump, drop pipe, underground line, and well yield were not replaced or certified.

As-left result: Final observed start/stop pressures [values]; tank precharge [value and procedure]; controlled draw [value]; cycle time [value]; test flow [value at location/pressure/duration]; accessible joints dry; treatment returned to [positions]. Customer observed normal service at listed fixtures. No water-quality clearance was performed; customer advised that the mechanical result is not a laboratory clearance and to arrange post-repair certified-lab testing under current local health guidance. Water-use status pending that instruction: [status]. Return if [specific trigger]; preventive inspection due [date].

The long version is not long because it uses more adjectives. It is long because every conclusion has a source, condition, authorization, and limit.

A field-ready well pump service report checklist

Before closing the job, confirm that the file contains:

Customer and system

  • [ ] caller, owner, decision-maker, service address, well location, and access;
  • [ ] reported symptom in the customer's words, start time, pattern, affected outlets, and preceding event;
  • [ ] residence, farm, business, shared, public-facing, and other uses;
  • [ ] connection, building, population, and operating-day facts that may indicate public-water-system status;
  • [ ] responsible operator, agency, credential, permit, and reporting requirement where applicable;
  • [ ] well completion log, prior service, pump, control, tank, treatment, generator, and distribution identity.

Safety and authorization

  • [ ] approved diagnostic scope, spending cap, after-hours terms, and decision-maker;
  • [ ] technician qualification and jurisdiction-specific license or registration;
  • [ ] all electrical and stored-energy sources;
  • [ ] isolation, lockout/tagout, verification, instrument, and qualified-person record;
  • [ ] pressure, wet electrical, pit/vault, lifting, flood, contamination, excavation, and chemical hazards;
  • [ ] stop, defer, referral, and customer safe-state decisions.

Evidence

  • [ ] as-found photos and labels;
  • [ ] instrument ID, range/rating, check or calibration status;
  • [ ] pressure, flow, timing, location, demand, treatment state, and units;
  • [ ] static/pumping water-level datum, rate, duration, drawdown, and recovery when measured;
  • [ ] qualified electrical readings and nameplate/controller reference where applicable;
  • [ ] tank identity, precharge condition, usable drawdown basis, and cycle;
  • [ ] leak, restriction, treatment, shared-demand, pump, well, and water-quality branches;
  • [ ] inconclusive tests and reasons.

Work and handoff

  • [ ] diagnosis, temporary restoration, repair, replacement, and further investigation kept separate;
  • [ ] customer approval before added work;
  • [ ] exact installed parts, settings, compatibility, warranty, and removed-part disposition;
  • [ ] final pressure, flow, cycle, leak, control, protection, and demand test;
  • [ ] treatment and isolation valves returned to documented positions;
  • [ ] water-quality concern, disinfection, sample, laboratory result, restriction, or operator clearance status;
  • [ ] unresolved conditions, exclusions, monitoring trigger, and next date;
  • [ ] manuals, warranty, photos, report, invoice, and customer acknowledgment.

Sources

This article provides a documentation workflow, not a universal diagnostic procedure, drinking-water clearance, engineering design, or substitute for the exact manufacturer instructions and federal, state, tribal, and local requirements that apply to a particular well, worker, property, and water system.

Common questions

What should a well pump service report include?
It should include the customer's exact symptom; water-system use and facts that may trigger public-system requirements; well and equipment identity; the technician's safety boundary; repeatable pressure, flow, water-level, and electrical evidence; tank and control findings; the approved repair; exact parts; the as-left test; water-quality status; limitations; and the next action.
Does no water mean the well is dry?
No. No water can result from supply power, controls, pressure storage, a closed valve, a leak, treatment restriction, pump or drop-pipe failure, pump placement, low well yield, or another condition. A dry-well conclusion needs water-level and system evidence within the qualified contractor's scope.
Does private ownership exempt a business well from public-water-system rules?
Not necessarily. EPA says a system can be privately owned and still be a public water system if it meets the federal connection or population-and-day thresholds. Record the facts and check with the applicable drinking-water program instead of deciding from ownership alone.
What pressure readings belong in the report?
Record pressure before demand, observed pump start and stop pressures, pressure during a defined flow, gauge location and ID, cycle timing, controlled draw volume, system state, and the exact equipment or instruction used as the comparison. Do not write only “pressure good.”
Is pressure-tank size the same as tank drawdown?
No. Nominal tank volume describes the vessel, while usable drawdown is the water delivered between the applicable cycle pressures. Record the exact model's manufacturer data and actual settings rather than assuming the full shell volume is usable.
Can a pump technician test energized electrical equipment?
Only if the technician is a qualified person for that work and the energized test is permitted under the governing rule. For testing covered by OSHA's general-industry rule, exposed live parts otherwise must be de-energized, and the required protective work practices must be in place. Employer procedures, licensing scope, properly rated instruments, site controls, and any applicable State Plan requirements still apply.
Should well water be tested after pump repair?
EPA and CDC both recommend testing after any part of a private-well system is repaired or replaced. The exact disinfection, sampling, analyte, wait-period, and clearance requirements depend on the work, well, water-system classification, and state or local program. Record the governing instruction and use a state-certified laboratory.
Can a clear, odor-free sample prove the water is safe?
No. Appearance, taste, and odor do not establish microbiological or chemical safety. Record those observations, but keep laboratory testing and responsible-authority clearance separate from the mechanical service result.
What is the difference between a flow check and a well-yield test?
A flow check records delivery at a stated outlet under a stated pressure and demand. A well-yield or performance test requires a defined pumping rate, water-level datum, elapsed time, drawdown, recovery, discharge condition, and qualified interpretation. Do not label a short bucket test as sustainable well yield.
What should the report say when the technician restores water temporarily?
Name the exact temporary action, the condition it did and did not correct, monitoring instructions, prohibited use, water-quality status, return trigger, expiration or follow-up time, price authorization, and the permanent repair or investigation still required.
Should the service report include pump and tank part numbers?
Yes. Record manufacturer, model, part number, serial or lot where relevant, ratings, settings, compatibility basis, supplier record, warranty, and removed-part disposition. Those details support callbacks, future matching, warranty review, and accurate business records.
What should a rural business receive at handoff?
The decision-maker should receive the service report, test and photo evidence, installed-part details, final settings, limitations, water-use or testing instructions, regulatory/operator communications where applicable, warranty documents, invoice, and the next service or sampling date.