Client Home Profile — PNW Concierge

PNW Concierge | Client Home Profile

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1 | Property Overview

Client Name

Property Address

Property Type

Year Built

Square Footage

Bedrooms / Bathrooms

Owner Name

Owner Phone

Owner Email

Owner Mailing Address

Trash Day

HOA (Y/N & Contact)

Key Storage Notes

Garage Code

2 | Access & Security

Front Door Code

Back / Side Door Code

Door Lock Programming Code

Preferred Contact Method

Lockbox Location

Lockbox Code

Garage Door Code

Gate Code

Alarm Company

Alarm Account #

Alarm Arm Code

Alarm Disarm Code

Alarm Monitoring Phone

Alarm Notes

Guest Alarm Access (Y/N)

Guest Alarm Code

Emergency Contact if Alarm Triggered

Primary WiFi Network

WiFi Password

Guest WiFi Network

Guest WiFi Password

Smart Lock App / Platform

Smart Lock Notes

Owner Code 1

Owner Code 1 — Name / Notes

Owner Code 2

Owner Code 2 — Name / Notes

Owner Code 3

Owner Code 3 — Name / Notes

Areas Off-Limits to Guests

3 | Utilities

Electric — Account #

Electric — Provider / Phone

Gas / Propane — Account #

Gas / Propane — Provider / Phone

Water / Sewer — Account #

Water / Sewer — Provider / Phone

Garbage & Recycling — Account #

Garbage & Recycling — Provider / Phone

Internet / Cable — Account #

Internet / Cable — Provider / Phone

Modem / Router Location

WiFi Extenders (Y/N & Location)

4 | HVAC & Mechanicals

Furnace

Furnace Make / Model

Last Service Date

Furnace Location

Furnace Service Co.

Filter Size

Last Filter Change

Filter Change Frequency

Next Filter Change Due

A/C & Heat Pump

A/C Make / Model

A/C Last Service

A/C Location

A/C Service Co.

Heat Pump Make / Model

Heat Pump Last Service

Heat Pump Location

Heat Pump Service Co.

Water & Plumbing

Water Heater Type & Age

Water Heater Size

Water Heater Location

Propane Tank Size & Provider

Propane Autofill (Y/N)

If No Autofill — How Is Filling Handled?

Gas Shutoff Location

Water Main Shutoff Location

Water Source (Municipal / Well)

Last Well Test Date

Water Filtration System (Y/N & Type)

Water Filter Change Frequency

Water Filter Last Changed

Electrical & Other Systems

Electrical Panel Location

Electrical Panel Notes

Panel Amperage

Sump Pump Location

Generator Type / Model

Generator Fuel Type

Generator Location

Septic System (Y/N & Notes)

Septic Last Pumped

Other Systems in Home

5 | Hot Tub

Make / Model

# Gallons & Dimensions

Filter Type

Filter Last Changed

Tub Drained / Cleaned

Cover Type / Condition

Chemical Storage Location

Service Company

Service Contact

Guest Access (Y/N)

Guest Instructions / Notes

6 | Maintenance Log

Categories: HVAC · Plumbing · Electrical · Pest · Roof/Gutters · Appliance · Exterior · Other

Date	Category	Work Performed	Vendor / Cost

7 | Vendors & Contacts

HVAC Technician — Name

HVAC Technician — Phone / Email

Plumber — Name

Plumber — Phone / Email

Electrician — Name

Electrician — Phone / Email

General Contractor — Name

General Contractor — Phone / Email

Lawn / Landscaping — Name

Lawn / Landscaping — Phone / Email

Snow Removal — Name

Snow Removal — Phone / Email

Pest Control — Name

Pest Control — Phone / Email

Appliance Repair — Name

Appliance Repair — Phone / Email

Roofing — Name

Roofing — Phone / Email

Window / Glass — Name

Window / Glass — Phone / Email

Handyman — Name

Handyman — Phone / Email

Other — Name / Trade

Other — Phone / Email

8 | Appliances & Model Numbers

Refrigerator — Make / Model

Refrigerator — Purchase / Install Date

Dishwasher — Make / Model

Dishwasher — Purchase / Install Date

Oven / Range — Make / Model

Oven / Range — Purchase / Install Date

Microwave — Make / Model

Microwave — Purchase / Install Date

Washer — Make / Model

Washer — Purchase / Install Date

Dryer — Make / Model

Dryer — Purchase / Install Date

Garbage Disposal — Make / Model

Garbage Disposal — Purchase / Install Date

Vent Hood — Make / Model

Vent Hood — Purchase / Install Date

Wine / Beverage Fridge — Make / Model

Wine / Beverage Fridge — Purchase / Install Date

Other Appliance — Make / Model

Other Appliance — Purchase / Install Date

9 | Property Instructions & Client Goals

Required Cleaning Products

Special Appliance Instructions

Neighbor / Neighborhood Concerns

What Does Success Look Like?

10 | General Notes & Special Instructions

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PNW Concierge | Client Home Profile

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