Workflow
The house remembers, if you write it down.
A seasonal maintenance plan built from your specific home — climate, systems, age, and ownership style.
When to use this workflow
- You want a preventive schedule, not an emergency response.
- You’ve just moved in and need a starting plan.
- Insurance, HOA, or lender wants documentation.
When not to use this workflow
- Active emergency — handle it first, then build the calendar later.
- You already have a property manager handling everything.
What the route will ask
- 01Home age + construction type
- 02Climate zone (mild / heating-dominant / cooling-dominant / mixed / coastal)
- 03Heating + cooling system types
- 04Water heater type, age, fuel
- 05Roof material + age
- 06Major appliances + age
- 07Outdoor features
Lawn, irrigation, drainage, pool, deck.
- 08Smoke / CO alarm count + age
What happens, step by step
- 01Translate the home profile into seasonal priorities.
- 02List quarterly tasks (changeovers, filter changes, gutter clearing).
- 03List annual tasks (HVAC service, water heater flush, roof inspection).
- 04List multi-year tasks (caulk + sealant refresh, appliance replacement windows, paint).
- 05Flag tasks that should be done by a pro vs. homeowner.
- 06Build a documentation template for each visit.
What the route produces
- Quarterly checklist tied to your home.
- Annual checklist with month-by-month due dates.
- Multi-year replacement / refresh windows.
- Pro vs. DIY split per task.
- Documentation template — date, who, cost, notes.