Monthly

Use the monthly pass for quick checks that prevent small misses from becoming bigger repairs.

  • Check HVAC filters and replace them when they are dirty or past their normal interval.
  • Test smoke and carbon monoxide alarms.
  • Look under sinks for slow leaks or damp cabinets.
  • Run water in rarely used sinks, tubs, and floor drains.
  • Check appliance vents, dryer lint buildup, and visible exhaust paths.
  • Review upcoming home tasks and supply reorders.

Seasonal

Seasonal work depends on climate, but most homes benefit from a spring and fall review.

  • Clean gutters and confirm downspouts move water away from the foundation.
  • Walk the exterior for cracked caulk, loose trim, damaged screens, or drainage issues.
  • Schedule HVAC service before heavy heating or cooling season.
  • Inspect weatherstripping, door sweeps, and window seals.
  • Check outdoor faucets, hoses, irrigation, and freeze protection before winter.
  • Review yard, pest, pool, fireplace, and storm-prep tasks that fit your region.

Annual

Annual maintenance is where records help most because the details are easy to forget between visits.

  • Flush or service the water heater according to its instructions and your water conditions.
  • Inspect the roof from the ground and note missing shingles, flashing issues, or branch damage.
  • Review major appliance records, model numbers, warranty notes, and replacement timelines.
  • Check caulk and grout in bathrooms, kitchens, and exterior openings.
  • Clean refrigerator coils if accessible and recommended by the manufacturer.
  • Review insurance, emergency contacts, shutoff locations, and important house documents.

As-needed

Some work should be triggered by a change in the home rather than a calendar date.

  • Log repairs, purchases, contractor visits, and important home decisions while they are fresh.
  • Save the exact size or product when you replace a filter, battery, bulb, cleaner, or part.
  • Add equipment label photos when you find a model number or serial number.
  • Create a project note when a bigger repair or upgrade starts forming.
  • Update supply links when the old product changes or a better replacement is found.
  • Call a qualified professional for gas, electrical, structural, roof, active leak, or safety concerns.