Print any sheet, or print the whole kit to PDF. These are business templates: fill in your own numbers, reword the letters into your voice.BackflowPrep is independent career and study information. It is not affiliated with, endorsed by, or sponsored by ASSE International, the ABPA, or any certifying body, water authority or licensing agency. ASSE and certification designations are the property of their respective owners and are used only to identify the credentials this material describes. Certification requirements and local acceptance vary by jurisdiction and change: confirm current requirements with an ASSE Accredited School and your water authority before enrolling or testing. Researched from published sources, not professional advice.
Test Visit Field Log
The on-site record you fill at the assembly: identification, location, readings, result, tag and follow-up in one pass, so the office report writes itself.
| Date | Customer / site | Assembly location | Assembly ID / serial | Size and type | Gauge ID | Initial reading(s) | Pass / Fail | Repairs made | Retest result | Tag number | Submitted to authority (date) |
|---|---|---|---|---|---|---|---|---|---|---|---|
Assembly Inventory Sheet
One row per assembly per site. The first thing to build for a new commercial customer, and the document that makes you their permanent tester.
| Site | Assembly location | Type | Size | Serial | Hazard it isolates | Authority account # | Last test date | Next test due | Notes |
|---|---|---|---|---|---|---|---|---|---|
Customer Route Ledger
The repeat-revenue engine on paper: who is due when, so no annual test ever leaves your route by silence.
| Customer | Site address | Assemblies (count) | Test month (typical) | Last tested | Reminder sent | Booked | Completed | Report filed |
|---|---|---|---|---|---|---|---|---|
Gauge Calibration Log
Documented gauge accuracy is commonly required by authorities. This log keeps the paper trail in one place: gauge, date, by whom, certificate reference.
| Gauge ID / serial | Calibration date | Performed by | Certificate # | Next due | Notes |
|---|---|---|---|---|---|
The Three-Year and One-Year Clock
Two clocks run this trade: your credential every three years, your customers typically every one. This planner counts both backward so neither surprises you.
Clock one: your credential (every 3 years)
Clock two: the customer year
Job Pricing Factors Worksheet
No numbers included on purpose: yours are yours. The worksheet walks every factor that should be priced before you quote: drive time, assembly count, access, repair likelihood, admin per authority, seasonality.
- Drive time to site, and whether it chains with other stops that day (route density is the whole game)
- Number of assemblies at the stop, and whether the count is confirmed or the customer's guess
- Access: pits, roofs, confined spaces, locked mechanical rooms, escort requirements
- Shutoff coordination: who must be present, business hours constraints, tenant notice
- Likelihood of failure and repair opportunity: age and condition of assemblies, water quality
- Administrative load per authority: portal submissions, paper forms, fees they pass through
- Season: is this stop inside the compressed spring wave or a flexible winter slot
- Credential, insurance and calibration overhead spread across the year's expected test count
- One-off single-assembly stops: priced as a visit, never as an assembly, or they poison the route
New Water Authority Onboarding Checklist
Every authority runs its program a little differently. Work this checklist once per authority and file it; the answers are your operating manual for that territory.
- Which certifications does this authority accept, and is mine on the list under the exact name they use
- How do I register as an approved tester here, and what proof do they keep on file (card, insurance, gauge calibration)
- How are reports submitted: portal, email, paper, and within how many days of the test
- What is their tag convention, and do they issue tags or do I supply my own
- What test forms do they require, theirs or mine, and where is the current version published
- What is their enforcement cycle: when do notices go to owners, which month does the wave land
- Who is the cross-connection program contact, and how do they prefer testers reach them
- Do they publish a public tester list, and how do I get on it (this list is free marketing)
Customer Outreach Templates
Three short letters in plain professional language: the annual-test reminder, the failed-assembly repair follow-up, and the new-property introduction. Reword them into your voice.
Annual test reminder
Subject: Backflow test due at [address]
Your backflow prevention assembly at [address] is due for its periodic test required by [water authority]. Last year's test was completed on [date]. I can schedule the visit the week of [window]; most tests take under an hour and I file the report with the authority for you. Reply or call to pick a time.
Failed assembly follow-up
Subject: Repair needed at [address], report filed
The assembly at [location] did not pass its test on [date]. I have filed the required report and the authority allows a repair-and-retest window. I can complete the repair and retest in one visit on [date option]; parts for your assembly type are stocked. Repair and retest together resolve the notice before it escalates.
New property introduction
Subject: Backflow testing for [property]
I am a certified backflow tester working with [water authority] accounts in [area]. Properties like yours typically have assemblies on [likely systems]. If you are not certain of your test status, I can inventory the assemblies, confirm due dates with the authority, and put the property on a schedule so notices never reach you.