Smart Homeowner Maintenance Planner — Workbook + eBook
Smart Homeowner Maintenance Planner — Workbook + eBook
Description
The Smart Homeowner Maintenance Planner is a fully interactive homeowner planning system designed to help you stay ahead of recurring maintenance, track repairs and service history, organize important home records, and prepare for larger future expenses, with larger, darker, bolder text and easy-to-use fillable fields.
Protect the home. Plan the cost. Preserve the value.
One-time digital purchase · Nothing shipped. Use your files on your phone, tablet, laptop, or desktop. See a free illustrated example ↓
Interactive features
- Type directly into the planner from your phone or computer
- Check off monthly and seasonal maintenance tasks
- Autosave entries in the browser on the device you are using
- Save a Copy for long-term storage or to move your planner to another device
- Load a saved copy later
- Print the completed planner or save it as a PDF
- Clear the planner when you are ready to begin a new home record
What it helps you track
- Property profile and major home systems
- Monthly, spring, summer, fall, and winter maintenance
- 12-month maintenance calendar
- HVAC, plumbing, electrical, roof, exterior, drainage, pest, moisture, and indoor-air service logs
- Appliances and equipment
- Landscape and curb-appeal maintenance
- Trusted service providers
- Warranties, manuals, and home records
- Repair-vs.-replace decisions
- Annual home-health review and next-year priorities
Automatic planning calculations
- Annual maintenance-calendar budget
- Tracked service and repair spending
- Annual reserve contributions
- Reserve balance after expected maintenance
- Known 1–3 year replacement funding gap
- Next-year priority budget
Included
- Responsive interactive Smart Homeowner Maintenance Planner
- Printable PDF workbook
- Companion Smart Homeowner Maintenance eBook
For educational and planning purposes only. This product is not legal, tax, financial, engineering, inspection, or construction advice. Use appropriately qualified professionals for property-specific safety, repair, code, system, and structural questions.
See how it works before you buy
Free illustrated walkthrough. No purchase or download needed.
This is a fictional example based on the product's features. It is a presentation, not a live calculator or screenshot of the tool.
Build a maintenance calendar and a reserve for upcoming work.
1. Enter your information
- Monthly reserve contribution: $200
- Current reserve balance: $1,000
- Calendar examples: HVAC service, gutter cleaning and seasonal checks
- Records to keep: Service date, provider, cost and warranty reference
2. See the result
Annual reserve contributions of $2,400, alongside a calendar, system inventory and service records.
3. Your next step
Assign work to a month and update the service log when each task is completed.
The planner does not inspect your home or predict when a system will fail.
View the presentation card
The full working product is delivered after purchase. See how downloads work.
Preview a sample page
Read an actual page from the companion eBook before you buy. This is a reading sample, not an interactive-tool demonstration.
Open the sample page at full size
Before you buy
Review the included features above. Interactive HTML files open in a web browser; PDF files require a PDF reader. Features such as saving, exporting and printing vary by product and by the browser or reader you use. Keep a backup of important work.
Questions about this product or your device? Email marchelle@roofandratio.com before purchasing. How downloads work · Current refund policy
Digital Delivery
This is a digital product. Nothing is physically shipped, and no shipping fees apply. After payment, follow the download or access instructions provided with your order. Keep your confirmation email for future reference.
Need Help?
Having trouble accessing your purchase? Check your spam or junk folder for the delivery email. For help, use our Contact & Support page and include your order number and product name.