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Home watch walk-through worksheet

A worksheet for the first walk-through of a new client's home, laid out in the order you'd walk it on a visit. It's for operators signing up a client, to note each shutoff, panel and setting with the owner beside you.

Photograph each shutoff and panel as you find it, and go over the sheet again each season. Like the agreement, it carries no Roundwright branding.

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What's in it

• Before you go in, and arriving: keys, alarm, gate and parking.
• Outside, then the garage and utility areas.
• Kitchen and laundry, bathrooms, living areas and bedrooms.
• Heating and cooling settings.
• The owner's service people, and anything else they want checked.

Goes well with

• Service agreement template, to sign at the same visit
• Printable visit checklist, for every visit after this one
• Every other form, email and checklist on the free resources page

New to this? Our guide to how to start a home watch business covers pricing, agreements, insurance and finding your first clients.

Free to use, change and share. Provided as is: check that it fits your business and your state's rules.