Chapter III of VIII · Maintenance
Stay ahead of the work your home needs
What is due, how often it repeats and who handles it, with a dated history of the work already done.
What it tracks
The maintenance list has two parts: Upcoming, for work still to do, and History, for work that is done. Each item records:
- What the work is and when it is due
- How often it repeats: monthly, every 3 or 6 months, or yearly
- Who handles it, the homeowner or a named company
- Notes, such as parts replaced or what the technician found
- The date it was completed
How it works
Open items can be marked complete, edited or removed. Marking a repeating item complete moves it to History with today’s date and schedules the next one: finish a 3-month filter change on May 12 and the next is due August 10. Past work can be entered with its completion date and goes straight to History.
Visits and repairs appear because someone added them. Once a due date passes, the item shows as Overdue. The manual shows what is due when you open it; it does not send reminders or request appointments.
Receipts and invoices for the work can be filed in Documents.
In practice
The annual HVAC service is due this month. Last year’s entry in History has the technician’s note: capacitor replaced, outdoor coil due for cleaning. The homeowner passes that on when booking the visit and marks the item complete afterward, which schedules next year’s.
Kept up for a few years, History becomes a dated record of upkeep, the kind a warranty claim or a buyer’s inspector asks to see.
In the demonstration
View the maintenance list of the fictional Oakridge Residence, from filter changes to the yearly roof inspection.