Drainage, cooling and irrigation
Check roof drainage and gutters, review the foundation and exterior after the wet or cold season where applicable, prepare cooling equipment, and start irrigation only when local freeze risk has passed.
Answer a few questions about your home. HomePlanza turns the details into a personalized maintenance schedule with adjustable timing, practical DIY guidance, optional reminders and weather-aware home alerts.
Both previews use the same shared templates as the live email system. The actual task, dates, weather event, home name and available provider content change to match the saved plan.
Client plans are created through a separate Professional account. It gives agents, inspectors, home service professionals, property managers, insurance professionals and home warranty companies one place to create client plans with plan credits, manage handoff status, add professional branding and choose preferred providers for relevant client reminders.
The homeowner still receives a full review page and nothing begins until they explicitly accept. After acceptance, the homeowner owns the plan and its private maintenance records. The professional receives a one-time acceptance notice and can see handoff status without gaining access to the homeowner's private dashboard.
Use the same primary email for every home you personally manage. Save the first home, then use Add another home from your Home Maintenance Dashboard so all of your properties stay together under one account. If you already have a saved home, open your dashboard first and add the next property from there. Use a different primary email only when the home should belong to a genuinely separate owner or account.
Move through seven short steps. Choose the closest answer when you are unsure; every detail and reminder can be changed later.
Email reminders work on their own, so using the dashboard is entirely optional. Open it whenever you want to see upcoming maintenance, record completed work or plan an improvement in My Projects. Keep photos, quotes and decisions with each project, set personal email reminders, and print or download a project brief to share with a provider.
A generic calendar is only a reference. The planner uses your ZIP code's official climate zone and the systems in your home to shape its starting schedule. Manufacturer guidance, known service history and actual property conditions still take priority.
Check roof drainage and gutters, review the foundation and exterior after the wet or cold season where applicable, prepare cooling equipment, and start irrigation only when local freeze risk has passed.
Keep HVAC filters on schedule, watch cooling performance, inspect decks and exterior finishes, maintain irrigation, and address storm or hail damage when it occurs.
Prepare heating systems and, in freeze-prone climates, winterize irrigation, exposed water systems and seasonal cooling equipment. In warmer climates, focus instead on drainage, moisture control and cooling readiness.
Continue filter and heating checks where heating is active, watch freeze-prone plumbing in colder zones, manage indoor moisture in humid regions, and use quieter months to update home records and warranties.
The planner does not copy one calendar for every home. It assigns the ZIP code's official IECC climate zone, applies a published rule table to show relevant questions and initial timing, then creates reminders only for the systems selected. Every date and frequency remains adjustable, and optional weather-aware home-care alerts use qualifying National Weather Service conditions near the saved ZIP area.
Saving turns on the selected email reminders and sends the primary homeowner a secure access link. The Home Maintenance Dashboard is optional and free; open it only if you want to manage reminders, record completed maintenance, store equipment information and documents, save providers or create a maintenance history report.
The maintenance planner, eligible weather-aware home alerts and provider search support homes in all 50 states and Washington, D.C.
Your ZIP code is matched to an official U.S. Department of Energy and Pacific Northwest National Laboratory IECC climate-zone classification. Deterministic rules use its temperature zone and moisture regime to show relevant questions and shape the starting schedule. The planner does not use AI to guess a home's climate or equipment.
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.
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.
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.
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.
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.
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.
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.
Explore maintenance plans, My Projects, reminders, photos, quotes and your home’s records—with examples of the actual dashboard and emails.