FAQ

Questions, answered.

Clear answers about the maintenance planner, reminder emails, weather-aware alerts, local provider listings and homeowner account access.

1

Maintenance planner

Building, editing and using your home-care schedule.

Is the HomePlanza maintenance planner free?

Yes. The maintenance planner is free for homeowners across the United States. You can build a personalized schedule, choose reminder dates and frequencies, use DIY guides, receive email reminders and optionally enable weather-aware home alerts.

Who can use the maintenance planner?

The planner and provider search support homes in all 50 states and Washington, D.C. Provider search accepts a U.S. ZIP code or city and state.

How does the planner account for different climates?

The ZIP code is matched to an official U.S. Department of Energy and Pacific Northwest National Laboratory IECC climate-zone classification. A deterministic rule table uses the temperature zone and moisture regime to show relevant equipment questions and set initial planning dates. The system does not use AI to guess a home's climate or equipment. Manufacturer instructions, actual property conditions, local codes and qualified local advice still take priority.

What does the maintenance planner track?

It builds tasks around the systems and features you select, including heating and cooling equipment, filters, water heaters, private wells, septic systems, alarms, dryer vents, washing-machine hoses, irrigation, fireplaces, garage doors, roof drainage, EV chargers, standby generators, solar systems, radon testing, decks, pools and other common maintenance items.

Can I change reminder dates and frequencies later?

Yes. The primary account holder can change dates and frequencies at any time from the Home Maintenance Dashboard. Changes in the Reminders tab save automatically. When you mark a task completed, you can record the actual completion date. Ordinary recurring tasks calculate the next date from that completion date and the selected frequency, while annual reminders that are still using a fixed seasonal recommendation stay anchored to their normal seasonal date so completing the work early does not make the schedule drift earlier every year. The Send email reminders? checkbox controls email delivery only.

Do I have to use every task the planner suggests?

No. Keep a task if you still want its maintenance date tracked. You can switch off its email checkbox and the date will still appear in the dashboard Overview. If the task does not apply to the home at all, use Remove in the Reminders tab; the dashboard asks for confirmation before removing it.

I am a new homeowner and have no idea what maintenance my house needs. Where should I start?

Start with the New Homeowner Maintenance Checklist to learn the common systems and first-year priorities, then use the free maintenance planner to tell HomePlanza what is actually in your home. The planner uses the ZIP code's climate zone, builds the applicable schedule, lets you change every date and frequency, and can email you when selected tasks are due.

Can I use the planner for a newly purchased home?

Yes. It can be especially useful after a purchase because you can create a baseline schedule even when the previous owner’s maintenance dates are incomplete or unknown.

What if I do not know when something was last serviced?

Use your best available date or start with a reasonable future reminder, then update the task after the next confirmed service. Manufacturer guidance and professional findings should take priority when available.

How does the planner handle radon testing?

The planner asks when the home was last tested instead of treating radon testing like an appliance or system. If you enter a known test date, the suggested next test is based on an approximately two-year interval. If the home has never been tested or the date is unknown, the planner suggests testing soon so you can establish a current result. You can also choose not to track radon testing. The resulting date can always be edited later in the Home Maintenance Dashboard.

Can I print or save my maintenance plan?

Yes. The plan includes options intended for reviewing and keeping a copy of your schedule in addition to receiving individual email reminders.

What is the difference between the printable checklist and the Maintenance Planner?

The printable checklist is a general home-maintenance reference that you can save or print and mark up yourself. It is not a personalized maintenance plan. The separate free HomePlanza Maintenance Planner asks for the home's ZIP code and systems, applies the matching climate-zone rules, lets you keep next dates and frequencies current as the home changes, and can send optional email reminders for the tasks you choose.

You can use both: keep the printable checklist as an offline reference, and use the personalized planner when you want a living schedule for your actual home.

What does “Add reminders for selected systems” do?

On the secure Manage this home page, that button compares the systems and features you selected with the reminders already in the plan. It adds only missing recommended reminders; it does not delete or reset reminders you already customized.

After the new reminders appear, use Save changes to make the update permanent. If every selected system already has its matching reminder, the page will tell you that nothing new was needed.

What happens after I save my maintenance plan?

For a plan you create for your own home, HomePlanza takes you directly to that home’s private Home Maintenance Dashboard after the save succeeds. The confirmation email also contains a secure dashboard link for later access.

+

My Projects

Keep future improvements, remodels, and landscaping ideas organized.

What is My Projects and does it cost anything?

My Projects is included in the free HomePlanza home dashboard. Save ideas for renovations, landscaping, outdoor spaces, repairs, and other changes. Each project has its own goals, optional future start date and private budget, a tailored Things you should know brief, and a place for quotes and decisions. The brief gives broad U.S. cost and work-time planning ranges; actual prices require local written quotes. Open your saved plan and choose the My Projects tab. See how it works.

Can I save an idea without deciding all the details now?

Yes. Choose “Save an idea for later,” select a project type, give it a name, and optionally pick a date to revisit it. You can add the details whenever you are ready. Email delivery is a separate choice and starts off.

Will HomePlanza email me about a project automatically?

No. You can opt in for each project. An idea saved for later can receive one revisit email on the date you set; active projects may receive occasional guidance when their stage changes. Turn project emails off within that project or from an email link. Your project remains saved.

Who can see my project budget and notes?

Your private project information stays in the home dashboard. Businesses do not receive your budget, goals, or notes when a matching local listing appears. A paid listing is identified as Sponsored; contact a business directly if you decide to share any project details.

How is Featured Local Help chosen for a project?

A paid business listing must have an approved profile, an active project placement, a matching service, and a matching service location. It appears in a clearly labeled Sponsored area. Free approved profiles may appear as other local options. Verify qualifications, scope, availability, and price yourself before hiring. You can search additional businesses in the directory.

Can I plan an unusual type of project?

Search the project types by keyword or browse a service group. For an idea that does not fit a narrow category, use General Contractor as the starting type and describe your own goal and space in the project. You can edit those details later.

2

Emails & weather alerts

How reminders work and what weather-aware messages mean.

What do maintenance reminder emails contain?

They identify the home and task that is due, show the scheduled timing and can include an optional DIY guide plus plan-management actions for the primary account holder. The primary manager can mark a task completed or edit the saved reminder. Primary plan-manager emails also include a “Turn this alert off” control that opens the correct dashboard setting and asks for confirmation before switching that reminder email off.

What happens when I click “Mark completed”?

The dashboard opens a confirmation window before anything changes. The completion date defaults to today, but you can change it if the work was completed earlier. For a recurring task, the suggested next maintenance date recalculates from the completion date and can still be adjusted before confirming. The completion saves automatically and is added to Maintenance History. A one-time item leaves the future schedule after completion, but its history record remains.

What if I get a reminder email and do not click anything?

Nothing is marked completed. The email is treated only as a reminder that was sent.

For a recurring task, the system advances to the next saved recurrence so it does not keep emailing the same overdue item every day. If you actually complete the task later, use Mark completed from the email or edit the next date in Manage this home so the schedule reflects what happened.

What are weather-aware home alerts?

They are optional home-care messages triggered by qualifying weather conditions that may affect systems or features saved in your plan. Examples can include freeze preparation, post-hail checks and other weather-related maintenance prompts.

What kinds of weather can trigger a home alert?

HomePlanza watches a focused set of National Weather Service conditions that can lead to a practical home-care step: freezing or extreme cold, major winter storms, flood or flash-flood conditions, qualifying hail events, extreme heat, high wind, tropical weather and wildfire or fire-weather conditions. The exact triggers that apply to each home are listed in the Weather alerts tab of its Home Maintenance Dashboard. You can turn individual alert types off without disabling the other supported weather emails for that home.

Not every type of weather produces an alert. The system is intentionally limited to conditions where there is a clear, useful action a homeowner may need to consider. That helps avoid unnecessary emails and keeps HomePlanza separate from emergency-weather services. For immediate safety information, always follow the National Weather Service and local authorities.

Are weather-aware home alerts emergency warnings?

No. They are supplemental home-care reminders. Always rely on the National Weather Service, local authorities, utilities and other official sources for current safety and emergency information.

Where does the weather information come from?

Weather-aware messages identify the source used for the alert, such as the National Weather Service, so you can also review the official alert when appropriate.

Do reminder emails include DIY instructions?

They can link directly to the matching HomePlanza DIY guide when one is available. The DIY library can also be browsed separately at any time.

Will reminder emails recommend local providers?

Yes. Free-plan maintenance and weather emails can include local help after the home-care guidance for U.S. homes nationwide. A matching professional-selected contact takes priority; otherwise the email can show an eligible HomePlanza profile or clearly labeled advertisement and a live provider-search link for the task and location.

Can I turn off weather alerts without turning off maintenance reminders?

Yes. Weather-aware alerts are optional and can be managed separately from the recurring maintenance schedule.

Can I stop emails entirely?

Yes. A person receiving shared reminders can use Stop reminders for this home in an email or remove the home from Homes shared with me. Their address is removed from that home’s recipient list, future emails stop, and the plan manager is notified. If it was a mistake, the plan manager can send a new invitation.

What does the “Send email reminders?” checkbox do?

It controls email delivery only. Turning it off keeps the maintenance item, date and frequency on your Home Dashboard and under Next maintenance dates, but HomePlanza will not send maintenance emails for that task. Use Remove only when you no longer want the home to track that future maintenance item.

Can I mark a maintenance item completed from the dashboard?

Yes. In the Reminders tab, use Mark completed on the maintenance item. HomePlanza records the completion in Maintenance history and advances the next date according to the saved recurrence when the task is recurring.

How do I remove an item from “Next maintenance dates”?

Open the Reminders tab and use Remove for that maintenance item. You will be asked to confirm. Removing the item deletes it from the home’s tracked schedule, so it no longer appears in Next maintenance dates and no email is sent for it.

Where can I see which weather alerts apply to my home?

Open the Weather alerts tab in your Home Maintenance Dashboard. It shows every supported weather trigger, the parts of your home that could be affected, whether the home currently qualifies for that trigger, and whether the free email alerts are on or off. The trigger list remains visible even when weather alerts are disabled.

3

Accounts, access & privacy

Plan ownership, multiple homes, recipients and account access.

Can I manage more than one home?

Yes. Use the same primary email for every home you personally manage. After saving the first home, use Add another home from the Home Maintenance Dashboard so each property stays under the same account with its own systems, schedule, recipients and weather settings. Use a different primary email only when the next home should belong to a genuinely separate owner or account.

Can more than one person receive reminders for a home?

Yes. The home’s plan manager can invite up to five additional recipients. After confirming, each person receives the selected maintenance reminders and eligible weather-aware home alerts. The home also appears under Homes shared with me in that person’s account.

Who is allowed to change the maintenance plan?

The home’s plan manager controls tasks, dates, completion records, recipients, documents and weather settings. People receiving shared reminders do not receive dashboard editing access or Mark completed controls. They can use matching DIY guidance and can stop their own reminder access without changing the plan for anyone else.

Can a real estate agent or other professional prepare a plan for a homeowner?

Yes. A real estate agent, home inspector, property manager or other home professional can prepare a starting plan for a client. The homeowner accepts the plan and becomes the primary account owner.

What if I lose the email with my plan link?

Use Access My Plan and enter the email connected to your account. The secure email will separate homes you manage from homes where reminders were shared with you. You do not need to rebuild the questionnaire.

Can I delete a home without deleting my other homes?

Yes. Homes are managed separately, so one property can be removed without deleting the rest of the homes connected to the primary email.

Does HomePlanza sell homeowner email addresses or plan information?

No. HomePlanza does not sell or rent homeowner email addresses or personal plan information. The information is used to operate requested plan features and communications described on the site.

How long does this device stay signed in to my dashboard?

If you choose to use the remembered dashboard shortcut, this browser keeps it until you sign out or clear the browser storage; there is no routine automatic timeout. Use Sign out on this device to remove the shortcut here, or Sign out on every device to invalidate existing account dashboard links everywhere.

4

Nationwide provider search

How claimed profiles, paid placements and live local results work.

What areas does provider search cover?

Provider search is available nationwide by service and U.S. ZIP code or city and state. The number and type of results can vary by service and location.

How are businesses included in the directory?

HomePlanza starts without imported regional profiles. A free claimed profile can appear after review, paid visibility is clearly labeled, and live Google Places results remain in a separate group rather than becoming HomePlanza profiles.

What is a featured placement?

A featured placement is paid advertising that gives a local provider additional visibility in relevant parts of the site or homeowner communications. It is labeled as an advertisement.

How much does featured placement cost?

Pricing varies by service and each requested location because availability and coverage differ by market. Submit a placement inquiry and HomePlanza will contact you to discuss eligible locations, options and pricing before anything is activated.

Does paying for a featured placement change the standard directory ranking?

No. Featured placements are shown separately from standard directory profiles rather than being presented as an unpaid ranking result.

Does HomePlanza guarantee a listed contractor?

No. A directory listing or advertisement is not a guarantee of workmanship, licensing, insurance, availability or fit for a particular project. Homeowners should independently verify current information before hiring.

Why might a service or city show fewer providers than another?

Claimed and featured HomePlanza coverage grows as businesses join and publish eligible service areas. Live results depend on what Google Places returns for the specific service and location at search time.

How can a business correct information in its profile?

Use the Claim / update profile page to submit corrected or updated business information for review.

Are live Google results HomePlanza recommendations?

No. Google Places supplies public business information for the service and location searched. HomePlanza displays those results separately, does not copy them into its public directory and does not guarantee business identity, availability, credentials, pricing or project fit.

Does paying for featured placement change live Google results?

No. Premium HomePlanza placement and live Google Places results are separate. Paying for featured visibility does not create, improve or control a business's position in Google's live results.

What if HomePlanza has no claimed profile near me?

You can still use the nationwide live provider search. HomePlanza claimed profiles and clearly labeled featured placements remain separate from the Google Places results returned for your service and location.

How do I save a provider for my home?

Sign in to an active, confirmed HomePlanza homeowner account, open an approved business profile and choose Save provider. Select the home you want to save it to; the list identifies homes where it is already saved. You can also search published HomePlanza profiles in your dashboard’s Providers tab. Saving a business keeps it in that home’s dashboard and can include it in emails about matching services.

5

DIY guidance & hiring help

Using the guides safely and knowing when to bring in a professional.

What kinds of projects are covered by the DIY guides?

The DIY library focuses on routine home-maintenance tasks and preparation steps that homeowners commonly need between professional service visits.

Are the DIY guides a substitute for manufacturer instructions?

No. Manufacturer instructions, product documentation, local code requirements and qualified professional findings should take priority for your specific equipment and home.

How do I find a specific DIY guide?

Use the keyword search on the DIY Guides page. You can search by task, system or common terms such as furnace, sprinkler, filter, dryer vent or water heater.

Browse DIY guides

When should I stop a DIY task and call a professional?

Stop when the work involves a condition you cannot safely identify or control, requires specialized licensing or tools, conflicts with manufacturer instructions, or involves electrical, gas, structural or other higher-risk work outside your experience.

How should I compare contractors before hiring one?

Compare the same written scope, confirm the business identity and required credentials, verify insurance where appropriate, understand permits and change orders, review payment and warranty terms, and look for consistent patterns in recent customer feedback.

Is there a checklist I can use before signing a contract?

Yes. The Contractor Hiring Checklist walks through scope, identity, licensing or registration, insurance, permits, payment terms, change orders, warranties and common reasons to slow down before signing.

Open the contractor hiring checklist

6

Home Dashboard & permanent records

Maintenance history, equipment records, documents, saved providers, cost guidance and reports.

What is the Home Logbook?

The Home Logbook is the maintenance history inside Manage this home. When the primary homeowner marks a reminder completed, HomePlanza records the task and completion date automatically. You can also add contractor work, repairs, inspections and improvements manually, including the provider, cost and notes.

What is the Equipment Vault for?

It stores practical reference details for major systems such as brand, model, serial number, installation year, filter or consumable size, warranty date and installer. These records help when buying parts, checking warranties, calling for service or documenting the home. Adding or editing equipment information does not automatically change maintenance dates or reminder frequencies. Schedule changes are controlled separately in the Reminders tab.

Can I save invoices, warranties and inspection reports?

Yes. From Manage this home, the primary homeowner can upload small PDFs or images to the document vault. Files are accessed through the secure home link. A temporary read-only maintenance-history link can also be created when you intentionally want to share the report.

What is the Home Maintenance History report?

It brings together completed maintenance records, equipment information, stored document links and upcoming maintenance in a print-friendly report. You can print it or use your browser's Save as PDF option. It is a homeowner-maintained record, not a certification that a contractor performed or verified the work.

How do saved providers and comparison work?

Save approved HomePlanza businesses from their public profiles or your dashboard’s Providers search. A provider is saved to the home you select, and you can manage that home’s saved providers in your private dashboard. The public directory also lets you compare businesses; saving requires an active, confirmed homeowner account.

What is the quote-matching request?

It lets you describe a project once, choose a service and city, and select up to three matching directory businesses you want considered first. It is a matching request—not a guaranteed quote, appointment or provider response—and your request is not broadcast to every business in the directory.

What do “Profile reviewed” and “Business claimed” mean?

Profile reviewed is the date HomePlanza last reviewed the published directory profile. Business claimed means the business has taken control of submitting its own profile details for review. Neither label is a guarantee of licensing, insurance, workmanship, availability or project fit; those details should still be confirmed for the specific job.

Are the project cost guides quotes?

No. The nationwide project-cost guide is a qualitative planning reference, not an estimate or price range. Actual costs vary by scope, materials or equipment, access, permits, existing conditions, local labor and provider pricing. Prepare one written scope and compare current local quotes on the same assumptions.

Does adding equipment information change my maintenance schedule?

No. Equipment records are a reference vault for model and serial numbers, filter or consumable sizes, installation dates, warranty information, installers and future service. They do not automatically change reminder dates or frequencies; you control schedule timing in the Reminders tab.

What does the “How this dashboard works” button explain?

It opens a quick guide to every dashboard tab, including Overview, Reminders, History, Equipment, Documents, Providers, Weather alerts and Settings. It also explains the difference between tracking a maintenance date, sending an email reminder, marking work completed, removing a task and managing weather-alert eligibility for the home.

What happens to past maintenance history if I remove a reminder?

Past completion and service records stay in Maintenance History. Removing a reminder only removes that item from the future maintenance schedule and Next maintenance dates. It does not erase work that was already recorded.

What happens when I pause all reminders for a home?

The home, schedule, equipment records, documents and maintenance history remain saved, but maintenance and weather-aware emails stop. The Reminders tab becomes read-only while the home is paused. Home Settings clearly shows Paused and provides a Resume all reminders button when you are ready to reactivate email delivery.

How do I know whether this browser still has access to my Home Dashboard?

After you open a secure Home Maintenance Dashboard, that browser remembers the account so My dashboard can appear immediately on public pages. Access remains on that device until you choose Sign out, clear the browser’s site data, or use Sign out on every device from Dashboard Settings. Signing out does not delete the home or its records.

Do I have to choose whether I want weather-aware home alerts when I save a new plan?

Yes. The final setup requires a clear Yes or No choice before a new plan can be saved. Choosing No keeps your normal maintenance schedule and any maintenance emails you select; it simply leaves weather-aware home alerts off.

PROFESSIONAL ACCOUNTS

Questions for agents and home professionals

What is included with a professional account?

HomePlanza Professional offers five monthly plans: Core ($18 for 1 new client-plan credit), Plus ($39 for 3), Growth ($79 for 8), Scale ($149 for 20), and Premier ($299 for 50). Discounted annual plans deposit 12 months of credits immediately, and a-la-carte plan credits are priced according to the active tier. A credit is used only when a new client/home plan is successfully created and saved; editing an existing plan does not use another credit. Active accounts also include client-plan handoffs, professional branding, private provider recommendations and team tools. The homeowner planner and Home Maintenance Dashboard remain free for homeowners.

How do I create or sign in to a professional account?

Create the account with your email address and a password. New accounts move directly into a guided setup for the professional profile, recommended providers and subscription. Returning professionals sign in with the same email and password; if the browser still has an active session, the header says My Pro Account and opens the correct setup or dashboard automatically. A time-limited reset link is available if the password is forgotten.

When does the full Professional Dashboard become available?

The initial setup page keeps the profile, provider checklist and subscription steps together without showing client-plan management prematurely. The full Professional Dashboard becomes available after Stripe confirms an active or trialing subscription, and checkout returns with a subscription-success confirmation.

Can a professional see the homeowner's private dashboard?

No. The professional dashboard is separate. It shows limited invitation status for plans the professional prepared, but it does not expose the homeowner's maintenance history, documents, equipment records, completed tasks or later plan changes.

How do preferred provider recommendations work?

The professional can enter a provider manually or use Google Places to prefill public details, then review and explicitly save the contact under a specific service. While finalizing a client plan, the professional can choose up to three saved contacts for matching maintenance reminders and supported weather-alert types. Those selections take priority regardless of the client's location. If none is selected, the ordinary nationwide local-help section can show eligible HomePlanza profiles and a live provider-search link.

Does my preferred contractor need a directory profile?

No. Professional recommendations are private contacts entered directly in the Professional Dashboard. They do not require a public directory profile, a matching directory city or administrative approval, and they are shown only in relevant emails for that professional's clients.

What happens if I cancel the subscription?

You can manage billing through Stripe. Subscription-only tools stop when paid access ends. Accepted client plans remain owned and managed by their homeowners, and the ordinary homeowner reminder experience continues without active professional recommendations.

Can't find your answer? Contact HomePlanza support and tell us what you need help with.
Contact support

Projects & personal reminders

What can I save in My Projects?

Save a future idea or plan a project with goals, timing, a private budget, photos with notes, quotes and documents. Paste a quote email into a Quote or estimate update and keep contacts and decisions together. You can print or download a branded project brief and choose which photos and notes it includes.

When do project guidance emails arrive?

Project guidance is optional for each project. The series begins on the first eligible daily run, then continues about 14 and 35 days later. A future target date can trigger a readiness email during the preceding seven days. You do not need to update the project stage. Ideas saved for later wait for their revisit date or until you begin planning. Completed and archived projects stop receiving guidance.

How do manual reminders work?

Yes. Choose Maintenance reminder when adding a manual reminder, then choose one time, every 3 months, every 6 months or every year. Its email includes Mark completed and an unfiltered directory link for local help. Completed manual maintenance tasks enter your maintenance history. General home reminders and project reminders stay separate. Manual emails run at midnight at the start of the chosen day in the selected time zone; the optional event time does not change delivery.

Will businesses receive my project details?

Businesses do not automatically receive your project notes, photos, quotes, or budget. You choose what to include when exporting a brief to share. Matching featured businesses are labeled Sponsored and appear before other HomePlanza profiles in guidance emails.

Project photos & inspiration

Can I record a project I finished before joining HomePlanza?

Yes. In My Projects, choose Record a completed project, select the type of work and give it a name. Add the original completion date, private notes and optional before and after photos. The completed project is saved to this home’s project history and Maintenance history. It does not start a planning email series.

Are project photos public by default?

No. Before photos, after photos and all other project files are private by default. To share, mark a project completed, add an after photo, choose a separate public title and caption, and explicitly approve public sharing. A second checkbox allows the before photo to appear alongside the after photo. A before photo is never shared on its own.

What can people see in Project inspiration?

Visitors can see the selected after photo, any separately approved before photo, the project type, the public title and caption, ratings, and approved comments. Your name, email, home address, location, budget, quotes, documents and private notes are not part of the showcase. Photo metadata is removed from public image copies.

Can I stop sharing a project?

Yes. Open the project and choose Stop sharing. Changing a photo, deleting the project or changing it from Completed also withdraws the public showcase. To publish updated photos, review and approve sharing again. Copies already downloaded by other people can remain outside HomePlanza.

Who can rate or comment on a project?

Anyone can browse. Rating, commenting and reporting require an active, confirmed homeowner account. Each account can maintain one rating per showcase; owners cannot rate their own project. Comments appear as HomePlanza homeowner after administrator review. You can edit or remove your comment. Editing sends it back for review.

CLIENT CONNECTIONS & PRIVACY

Your professional connection, inside your home dashboard.

How can homeowners contact the professional who prepared their plan?

The professional’s card in the homeowner dashboard includes Contact, a live list of trusted providers, external review destinations, friend introductions, buying or selling questions, and home value review requests. Messages and requests are delivered to the professional’s HomePlanza inbox. The Contact button in branded emails opens the homeowner dashboard message composer. Professional and business conversations appear in one inbox, with filters and clear labels.

Can a professional share home documents with a client?

Professionals can share inspection reports, manuals, warranty information, surveys and authorized closing documents while creating a client plan or afterward from Client plans. Documents become available in the homeowner dashboard after acceptance. Shared files are stored in the dashboard rather than attached to an email.

What client activity can the professional see?

The professional can see messages and requests sent to them, friend introductions, review-link clicks, provider contact-link selections and activity for documents they shared. These actions do not confirm an external review was posted or a phone call completed. Homeowner-uploaded documents, maintenance history, equipment details and private project notes remain private.

How can a homeowner introduce a friend?

Refer a friend opens a personal introduction form. With the friend’s permission, the homeowner shares a name, email or 10-digit phone number, and a message. The introduction appears in the professional’s inbox labeled Friend introduction.

Can email notifications be customized?

Professionals can choose email alerts for messages, introductions, property requests, home value requests, review-link activity, provider contact actions, shared document downloads and project/reminder approval decisions. Homeowners can manage email alerts for professional messages, shared documents, project suggestions and reminder suggestions in Home settings. Conversations remain in the inbox regardless of email preferences.

YOUR QUESTIONS, ANSWERED

A home dashboard that follows your plans.

Can maintenance reminders I add myself repeat?

Yes. Choose Maintenance reminder when adding a manual reminder, then choose one time, every 3 months, every 6 months or every year. Its email includes Mark completed and an unfiltered directory link for local help. Completed manual maintenance tasks enter your maintenance history. General home reminders and project reminders stay separate. Manual emails run at midnight at the start of the chosen day in the selected time zone; the optional event time does not change delivery.

Can my professional suggest projects or reminders?

Professionals can include suggestions while building your plan or send them afterward. Review each project or reminder in your dashboard and accept or decline it. Only accepted suggestions are added. A professional-created project identifies its creator and can include an optional note, a preferred provider and project photos. Professionals find project types by keyword and can expand Advanced details for dates, budgets, planning information, providers and photos. The homeowner sees whether project planning email guidance is included before accepting and can manage it in My Projects. Your professional sees the suggestion and its approval status, but not your private uploads, records or later private changes.

Can I personalize my home with a photo?

Add a private home profile photo from the small home image in your dashboard header. It helps identify your home in Homes I manage and can also be selected as your dashboard background. Click the image to enlarge, change or remove it. A professional can supply a home photo for a client; homeowner-chosen photos are protected from professional access and replacement.

How can I request a professional demo?

Select Request a Demo on the Professionals page, the homepage’s For Professionals slide or any dashboard demo. Share your contact information and what you want to explore. HomePlanza follows up to arrange an informal video conversation of about 20 minutes. Start my plan opens professional account registration and plan selection.

What happens if a professional has no plan credits?

One available credit is required to start a client plan. If no credits remain, the dashboard and plan builder show credit options before the questionnaire opens. Team-funded and individually purchased credits count toward the available balance; legacy unlimited accounts keep their existing access.

Can I remove a document before sending a client plan?

Yes. Each selected document has its own Remove button. Supported files are checked immediately and must be no larger than 4 MB each. Files that exceed the limit are not added; valid documents remain selected when you add more files.

Can I record sprinkler winterization from a cold-weather email?

If your plan includes sprinkler winterization and it is not recorded for the current season, the primary homeowner’s freeze email includes Mark winterization complete. The link opens a confirmation page where you choose the completion date before saving. Completion appears in Maintenance History and the home dashboard, preserves the next seasonal reminder and updates future freeze-email guidance. Reopening the same season’s link does not add another record. Cold-weather alerts remain enabled for other home risks. Shared reminder recipients and sample emails cannot change the home record.

Business listings, saved providers & messages

Can I send a business a message through HomePlanza?

Yes. Sign in to your active, confirmed homeowner account and choose Send message on an approved public business profile. Enter your name, your account email, an optional phone number and your message. The conversation appears in your homeowner inbox and the business’s inbox. Both sides receive email notifications when a new message arrives.

What happens if I click Save provider or Send message while signed out?

The shared sign-in window explains both features. Request a sign-in link using your homeowner account email; the link returns to the same business profile and continues the action you selected. If you do not have an account, create a free home maintenance plan and confirm your email first.

Where do I read and reply to messages for my business?

Sign in to your Business Dashboard and open Inbox. Its unread count shows new messages. Conversations include the homeowner’s contact details and a tap-to-call link if a phone number was supplied. Your public business profile does not have an Inbox button.

Do I need featured placement to receive messages or be saved?

No. Provider saving and homeowner messaging are included with an approved free business listing. Paid featured placement is a separate option.

How do saved providers appear in homeowner emails?

For matching services, saved profiles can appear in maintenance reminders, weather alerts and My Projects guidance emails, regardless of the saved business’s location. The saved-provider section follows any featured placement and any recommendations from the professional who created the plan, and comes before Local help if needed. Saved-provider content is shown only when there is a matching saved profile.

Who can see a HomePlanza conversation?

The homeowner and business can access their conversation in their own dashboards. HomePlanza administrators can review messages for support and oversight. The conversation is not published on the public profile.

Can one business login manage multiple listings?

Yes. Use My businesses in your Business Dashboard to add and manage multiple businesses or legitimate separate branches from one verified account. Each listing has its own review, public address, business hours, messages, and optional featured placement. Filter Inbox by business to keep conversations separate. For more service cities, update the existing business listing instead of creating a duplicate. Existing profiles can be linked by HomePlanza after confirming the manager’s authority.