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Checklist: Home Operations Checklist

This checklist helps you keep track of essential operational details related to your home, ensuring that key information is easily accessible for maintenance, repairs, or when passing on the home to someone else.

  • Local Emergency Services: Provide contact information for local police, fire department, and emergency medical services.
  • Preferred Service Providers: Include contacts for preferred plumbers, electricians, and other essential service providers.

  • Post Office Location: Note the location and contact details of the nearest post office.
  • Utility Providers: List utility providers (electric, water, gas) with contact information and account numbers.
  • Trash and Recycling Schedule: Document the trash and recycling pick-up days, including any special disposal instructions.

  • Electric Panel Location: Identify the location of the main electric panel and any subpanels.
  • Backup Power Source: Document if there’s a generator or backup battery system, including operation instructions.
  • Circuit Breaker Map: Provide a detailed map of the circuit breakers and the areas they control.

  • Blueprints: Store copies of the home’s blueprints, noting where the originals or digital copies can be found.
  • Builder Information: Include the name, contact information, and any warranty details related to the builder or contractor.

  • System Details: Document the make, model, and serial numbers of HVAC units.
  • Maintenance Schedule: Provide a recommended maintenance schedule and any service provider contact information.

  • Main Water Shut-Off Valve: Indicate the location of the main water shut-off valve.
  • Drainage and Sump Pump Info: Include information on sump pumps, drainage systems, and any specific maintenance requirements.
  • Water Heater: Note the make, model, and maintenance details of the water heater.

  • System Details: Record the make, model, and provider information for any security system.
  • Camera Locations: Map out the location of any security cameras.
  • Access Codes: Note any access codes or instructions for updating them.

  • Major Appliances: List all major appliances with make, model, and serial numbers.
  • Operation Manuals: Provide information on where to find the operation manuals, either in hard copy or online.
  • Warranty Information: Include any warranty details and contact information for service providers.

  • Sprinkler Zones: Map out and label each sprinkler zone.
  • Water Source: Note the water source for the system (e.g., well, municipal water).
  • Control Panel Location: Document where the control panel is located and provide instructions for operation.

  • Paint Colors and Brands: List paint colors, brands, and finishes used in each room.
  • Other Finishes: Include details on flooring, cabinetry, and countertop materials, including care instructions.
  • Touch-Up Locations: Note where extra paint is stored and keep a sample for easy matching.

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