The unit you choose has to fit the room you actually have, and it also has to leave room to do the work that keeps it running. Most problems with a well-chosen unit come from a space that was measured for the tank but not for the hands and tools that service it.

Measure the footprint and the height

Measure the floor area where the unit will sit, and the height from the floor to the lowest joist, pipe, or duct above it. Note the height of any door or hatch you will need to carry the unit through. Add the space taken by the bypass valve, the inlet and outlet connections, and any drain line. Do not measure only the tank or housing.

Leave room to open and change the parts

Ask the manufacturer or dealer for the service clearance the unit needs. Check the space needed to remove a filter housing, lift a lid, or pull a cartridge straight out without moving the unit. Make sure you can reach the bypass valve and the shutoff while standing in a normal position, without crawling behind other equipment.

Check the drain and the floor

If the unit regenerates or discharges water, find out where that water goes. Confirm whether there is a floor drain, a standpipe, or another approved receiving point within reach of the drain line. Check that the floor is level and can hold the unit when it is full of water, and look for any signs of old water damage in the surrounding area.

Check the power and the nearby equipment

Some units need an electrical outlet. Confirm where it is and whether it is on a circuit that can be used safely near water. Note how close the unit will sit to the water heater, a furnace, a washing machine, or stored items. Leave a clear path so you can walk past the unit without shifting it.

Plan the change path

Walk through the route you would use to bring a replacement filter or a full cartridge in and out. Confirm the door, hallway, and stairs are wide enough, and that the path is not blocked by a water softener, a boiler, or shelving. A unit that is hard to service tends to be serviced late, so measure the change path as carefully as you measure the footprint.