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Property & Home Systems File

This is the standing record for your property — one live copy that our crew and you keep current together. It is not filled in again for each job. Every technician reads it before rolling a truck, so the more accurate it is, the faster and safer the work goes. Update it whenever equipment is replaced, a code changes, or a hazard is found.

Section 1 — Property Particulars

Service address:

Unit / apartment / suite:

Property type (detached, semi, condo, townhouse, duplex):

Year built:

Approximate floor area (sq ft / m²):

Storeys / basement / crawlspace / attic:

Occupancy (owner-occupied, tenanted, vacant, seasonal):

Owner / primary contact and phone:

Second contact authorised to approve work:

Property manager / HOA contact (if any):

Customer since:

Section 2 — Equipment Inventory

Record what is actually installed. Serial and model numbers let us bring the right part on the first visit instead of a second trip.

System	Make / model	Serial no.	Installed	Warranty expires
Furnace / boiler
Air conditioner / heat pump
Water heater
Electrical panel
Water main / shutoff
Sump pump / drainage
Other

Data-plate photos, manuals and warranty certificates:

Upload File

Section 3 — Utility Shutoffs & Panel Locations

Main water shutoff:

Gas shutoff / meter:

Electrical panel / consumer unit:

Sub-panel(s) and what they feed:

HVAC / water-heater disconnect:

Outdoor hose bibs / irrigation shutoff:

Section 4 — Access, Keys, Alarm & Pets

Parking / loading instructions:

Best entry door and route to the plant room:

Gate / community code:

Key or lockbox held by us? Location / code:

Alarm arrangement (disarm code, remote disarm, monitoring company):

Pets — names, temperament, where they will be during work:

Section 5 — Known Hazards & Site Conditions

Built before 1978 — possible lead paint

Known asbestos (pipe wrap, floor tile, textured ceiling)

Knob-and-tube or aluminium wiring

Galvanised or polybutylene supply pipe

Low crawlspace or restricted-height attic — limited working access

Septic tank or private well rather than municipal utility

History of damp, mould or water ingress

Solar, battery or generator on site — isolate before electrical work

Other conditions, past defects, or items the crew must not touch or move:

Section 6 — Service History Log

Add a line after every visit — newest at the top. This is the cumulative record of what has been done to the property.

Date	Technician	Work done / parts fitted	Next action / due

Running notes — recurring faults, customer preferences, decisions agreed, quotes declined:

Keep this file current — it is the record every technician reads before attending your property.

Use this template

Templates in this pack

The Home Services — Plumbing, HVAC & Electrical pack includes 8 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Home Services — Plumbing, HVAC & Electrical templates?

The Home Services — Plumbing, HVAC & Electrical pack contains 8 templates: Property & Home Systems File, Service Request / Trouble Call, On-Site Diagnosis & Written Estimate, Change Order / Work Authorization Addendum, Completion & Acceptance Sign-off, Workmanship Warranty & Maintenance Plan Registration, Property Access & On-Site Safety Agreement, Service Guide, Rates & Coverage Areas. Each is ready to use and fully editable.

Can I customize these templates?

Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.

How do I use the Home Services — Plumbing, HVAC & Electrical templates?

Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.