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
Unit / apartment / suite:
Property type (detached, semi, condo, townhouse, duplex):
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):
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.
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Air conditioner / heat pump | | | | |
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Data-plate photos, manuals and warranty certificates:
Section 3 — Utility Shutoffs & Panel Locations
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:
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
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.
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.