# Maintenance & Systems # 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:** *\[Brief summary\]*

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

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

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

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