Maintenance & Systems

• HVAC System
• Plumbing & Water Heater
• Electrical Panel
• Roof & Exterior
• Major Appliances
• Contractors & Service Providers

HVAC System

System Overview

Type	[Central air, heat pump, gas furnace, etc.]
Brand / Model	[Brand and model number]
Year Installed	[Year]
Location of Indoor Unit	[e.g., Garage, attic, utility closet]
Location of Outdoor Unit	[e.g., Side of house near driveway]
Thermostat Type	[e.g., Nest, Ecobee, Honeywell — smart or manual]

Filter

Filter Size	[e.g., 20x25x4]
Filter Type	[MERV rating, brand]
Change Frequency	[e.g., Every 3 months]
Where to Buy	[Store or online source]

Service Contract

HVAC Company	[Company name]
Phone	[Phone]
Service Plan?	[Yes/No — details]
Last Service Date	[Date]
Typical Service Schedule	[e.g., Spring and fall tune-ups]

Emergency Notes

[Where is the emergency shutoff? Any known issues? What to do if it stops working — e.g., "Call [company], they know the system."]

Plumbing & Water Heater

Water Heater

Type	[Tank / Tankless / Heat pump]
Brand / Model	[Brand and model]
Location	[e.g., Garage, utility room]
Fuel	[Gas / Electric]
Year Installed	[Year]
Temperature Setting	[e.g., 120°F]

Main Water Shutoff

Location: [e.g., Front of house near the sidewalk, in the garage, etc.]

How to shut off: [Turn valve clockwise, use a meter key, etc.]

Other Shutoff Valves

[Note locations of individual shutoffs for toilets, sinks, washing machine, etc., if relevant]

Plumber

Company	[Name]
Phone	[Phone]
Notes	[e.g., "Used them for years, they know the house"]

Known Issues

[Any known plumbing quirks — slow drains, water softener details, recirculation pump, etc.]

Electrical Panel

Main Electrical Panel

Location	[e.g., Garage wall, basement]
Panel Size	[e.g., 200 amp]
Breakers Labeled?	[Yes/No — are circuits labeled inside the panel door?]

Sub-Panels

[Are there any sub-panels? Location and what they serve.]

Generator / Backup Power

Generator?	[Yes/No]
Type	[Whole-house standby / Portable / Battery backup]
Brand / Model	[Brand]
Fuel	[Natural gas / Propane / Gasoline]
How to Start	[Automatic / Manual — instructions]
Service Provider	[Company and phone]

UPS / Battery Backups

[Any UPS units for computers/network equipment? Where are they? How long do they last?]

Electrician

Company	[Name]
Phone	[Phone]

Roof & Exterior

Roof

Roof Type	[Asphalt shingle, metal, tile, etc.]
Year Installed / Last Replaced	[Year]
Warranty?	[Details and where warranty docs are stored]
Roofing Company	[Company that installed/last serviced it]
Phone	[Phone]

Gutters

[Gutter type, cleaning schedule, gutter guard installed?]

Exterior Paint / Siding

[Type, color, when last painted, painter contact]

Driveway / Walkways

[Material, any maintenance needed, sealing schedule]

Fence

[Type, who installed it, any shared fence agreements with neighbors]

Major Appliances

Key appliances and their details. Warranty documents and manuals may be stored [physically or digitally — note where].

Appliance	Brand / Model	Year	Warranty?	Notes
Refrigerator	[Brand]	[Year]	[Y/N]
Dishwasher	[Brand]	[Year]	[Y/N]
Oven / Range	[Brand]	[Year]	[Y/N]
Microwave	[Brand]	[Year]	[Y/N]
Washer	[Brand]	[Year]	[Y/N]
Dryer	[Brand]	[Year]	[Y/N]
Water Softener	[Brand]	[Year]	[Y/N]	[Salt type and refill schedule]
Garage Door Opener	[Brand]	[Year]	[Y/N]

Appliance Repair Contact

Company	[Name]
Phone	[Phone]

Contractors & Service Providers

Trusted professionals who have worked on the house and know it well.

Trade / Service	Company	Contact Name	Phone	Notes
General Handyman	[Company]	[Name]	[Phone]
HVAC	[Company]	[Name]	[Phone]
Plumber	[Company]	[Name]	[Phone]
Electrician	[Company]	[Name]	[Phone]
Roofer	[Company]	[Name]	[Phone]
Painter	[Company]	[Name]	[Phone]
Pest Control	[Company]	[Name]	[Phone]	[Schedule?]
Lawn Care	[Company]	[Name]	[Phone]
Pool Service	[Company]	[Name]	[Phone]
Tree Service	[Company]	[Name]	[Phone]
Locksmith	[Company]	[Name]	[Phone]

Home Warranty

Do you have a home warranty? [Yes/No]

Company: [Company]

Policy Number: [Number]

Phone: [Phone]

What It Covers: [Brief summary]