Home Services Pro Toolkit
A complete toolkit for established home service companies, including an annual maintenance agreement and an in-depth home systems assessment
Get started with PocperA complete toolkit for established home service companies, including an annual maintenance agreement and an in-depth home systems assessment
Get started with PocperBefore we prepare your maintenance plan, we need a clear picture of your home and how its systems have been behaving. You know your property best — please answer as fully as you can. Your technician will verify everything on site, so approximate answers are fine.
Your name:
Property address:
Approximate year built:
How long have you owned / lived here?
Property type (check one):
Single-family home
Townhouse / duplex
Condo / apartment
For each system, note its rough age and whether you have noticed any problems. Leave blank if you are unsure.
System | Approx. age | Any issues you have noticed |
|---|---|---|
Water heater | ||
Heating (furnace / boiler) | ||
Cooling (AC / heat pump) | ||
Electrical panel | ||
Plumbing / fixtures |
Describe any leaks, breakdowns, or repairs in the last two years (what happened, when, who fixed it):
Are any of these currently happening? (check all that apply)
Water stains, damp spots, or mold
Breakers that trip or flickering lights
Uneven heating / cooling between rooms
Unusual noises, smells, or vibrations
Slow drains or low water pressure
What matters most to you for this property over the next year? (comfort, energy savings, avoiding breakdowns, planning a renovation, etc.)
Target budget for planned work (optional):
Upload any photos, past invoices, or inspection reports that would help us (optional):
The information above is accurate to the best of my knowledge.
I understand the technician will verify these details during an on-site assessment.
Signature:
Date:
Thank you — this helps us tailor the right maintenance plan for your home.
The Home Systems Assessment Questionnaire template is a ready-to-use form from Pocper's Home Services Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.