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Welcome To:

The Contractor Checklist

Master Class

We are simply going to teach you all the thing you need to do to maintenance and protect your home.

The Contractor Checklist

Learn It & Log It Master Class

Class 1 of 5

Homeowners Getting Started

Understanding Your Home and Setting Up Your Digital Home Manual

🎯 Class Objective


To help new homeowners organize, document, and understand every major system in their new home — creating a strong foundation for maintenance, efficiency, and long-term value.

📘 Lesson Summary


Moving into a new home is exciting, but it’s also when most owners lose track of critical information — warranties, paint colors, maintenance schedules, and contractor contacts. This class guides homeowners through setting up a Digital Home Manual that stores every detail of their home in one organized system. You’ll learn what to document, how to track maintenance, and how to make your home easier to manage and protect for years to come.

Step 1: Create Your Home Information Hub


Start by building a central location we use an Excel sheet that holds everything related to your home.

Try our Free Home Manual Template Here

Action Items:

  • Create a “Home Manual” folder on Google Drive, Dropbox, or your Contractor Checklist app.

  • Inside, make subfolders for:

    • Permits & Warranties

    • Appliances & Equipment

    • Paint, Finishes & Materials

    • Utilities & Service Providers

    • Maintenance Logs

  • Store digital copies of all closing documents, warranties, and manuals.

Step 2: Know Your Home’s Systems


Understanding how your home works is key to preventing future problems.

Action Items:

  • Identify where your main shut-offs are for water, gas, and power.

  • Document your HVAC model numbers, water heater type, and electrical panel location.

  • Write down your filter sizes, maintenance schedules, and preferred service contractors.

  • Record installation or service dates for future reference.

Step 3: Document Finishes and Materials


This protects your design investment and helps future repairs or upgrades match perfectly.

Action Items:

  • Record paint colors, flooring types, tile brands, and countertop materials.

  • Take clear photos of each finish and store them in your “Finishes” folder.

  • Save receipts or invoices for specialty items (lighting, fixtures, hardware).

  • Add links or QR codes to suppliers for quick reordering later.

Step 4: Build Your Home Maintenance Calendar


Home ownership is ongoing — a maintenance schedule keeps you ahead of costly repairs.

Action Items:

  • Create a recurring calendar for seasonal tasks:

    • Spring: roof inspection, gutter cleaning, HVAC tune-up

    • Summer: exterior washing, irrigation check, pest prevention

    • Fall: furnace service, window sealing, chimney cleaning

    • Winter: filter changes, snow prep, safety inspection

  • Log each task completion in your Home Manual.

  • Assign reminders through Google Calendar or GoHighLevel automations.

Step 5: Protect and Update Your Home Information Regularly


Your home evolves — keep your documentation current.

Action Items:

  • Update your manual every time you make a repair, remodel, or purchase new equipment.

  • Store contact info for key contractors, designers, and suppliers.

  • Keep digital copies of all future warranties or service receipts.

  • Back up your Home Manual monthly to a secure cloud or external drive.

Thank you for completing this Session!

Final Action Items Summary

  • Create your digital Home Manual folder and structure.

  • Document systems, finishes, and materials.

  • Build a recurring maintenance calendar.

  • Store all service contacts, invoices, and manuals digitally.

  • Update and back up your home documentation regularly.

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