Packages

Purpose: Insurance-compliant presence verification only.
Time on site: ~10 minutes.
Language: observation-only.

Checklist Items (Tier 0)

• Exterior entry point visually appears intact (doors, locks, windows observed from normal standing view)
• No visible signs of forced entry, damage, or vandalism observed.
• No visible water leaks or pooling observed in accessible entry-area.
• Thermostat reading observed (no adjustments)
• Lights appear functioning as expected (no adjustments)
• Property appears undisturbed since last visit.
• Single photo taken (timestamped) for documentation.

Notes Section :

• General Observations:
• Any changes since last visit:

Purpose: Insurance-compliant home inspection with photo documentation.

Checklist Items (Tier 1)

Exterior Observation

• Doors, windows, siding visually appear intact

• Eaves, downspouts, roofline observed for visible damage

• Snow/ice buildup noted (if applicable)

• Yard/grounds observed for unusual changes

Interior Observation

• Main rooms visually checked for leaks or moisture

• Under sinks visually checked for drips/moisture

• Floors observed for water or unusual markings

• HVAC thermostat reading observed (no adjustments unless Tier 2+)

• Electrical panel area visually appears normal

• No unusual odors observed

• Appliances appear undisturbed (no operation or adjustments)

Mechanical / Utility Observation

• Furnace/boiler area visually observed (no servicing or manipulation)

• Water heater visually observed for signs of leaks

• Utility meters visually appear normal

Documentation

• 6–10 timestamped photos

• Visit summary completed

Notes Section

• General observations:

• Items to monitor:

• Client follow-up recommended:

Purpose: Essential Watch + simple homeowner convenience tasks.
Still strictly non-security.

Checklist Items (Tier 2)
Includes all Tier 1 items PLUS:

Homeowner Convenience Tasks (non-technical, non-security)

• Mail gathered and placed in designated spot
• Light water run through select taps (visual flow check only; no plumbing work)
• Toilets flushed to keep bowls fresh
• Thermostat adjustment ONLY if client-approved
• Interior temperature visually verified
• Ensure interior appears orderly and undisturbed.

Notes Section

• Mail quantity:
• Any convenience tasks performed:
• Any homeowner-requested observations:

Purpose: Property inspection + homeowner coordination support.
Still non-security. No supervision of “security work.”

Checklist Items (Tier 3)
Includes all Tier 1 & 2 items PLUS:

Homeowner Coordination Tasks (non-security)

• Access provided to approved trades (locksmith, HVAC, cleaners, etc.)
• Arrival/departure time of trades noted
• Visual check of area where trades completed work
• Vehicle start-up (if requested) to maintain battery charge
• Fuel level visually noted
• Interior readiness tasks (linens set out, lights adjusted, etc.)

Property Condition Additions

• Seasonal exterior item checks (snow load observation, yard condition, storm aftermath notes)

Notes Section

• Trades present today (name/company):
• Homeowner tasks completed:
• Follow-up recommendations:

Purpose: High-touch estate care and tailored support.
Customized per client. Must remain strictly observational.

Checklist Items (Tier 4)
Includes all Tier 1–3 items PLUS custom client directives such as:

• Walkthrough of guest suites / outbuildings
• Visual observation of wine cellar, storage areas, workshop, etc.
• Light staging or pre-arrival preparations (lights, linens, fridge check)
• Visual review of pool/spa area (no operation or maintenance)
• Visual review of multi-level mechanical spaces (no operation)
• Coordination with multiple vendors (housekeeping, landscapers, renovators)

Notes Section

• Custom client directives completed:
• Observations requiring homeowner review:
• Scheduling notes for trades: